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Salus Financial Advisors

Latest statistics and disclosures from Salus Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, IUSV, FBND, FBCG, and represent 66.99% of Salus Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IEFA, IUSV, FDEM, BITB, MSFT, NVDA, FBND, BNDX, META, GOOGL.
Started 5 new stock positions in MSFT, META, BNDX, AMZN, NVDA.
Reduced shares in these 10 stocks: FESM, FBCG, CAT, IJS, IWM, VHT, BITQ, EFA, CDC, VTV.
Sold out of its position in CAT.
Salus Financial Advisors was a net buyer of stock by $6.3M.
Salus Financial Advisors has $210M in assets under management (AUM), dropping by 3.30%.
Central Index Key (CIK): 0002056601

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Positions held by Salus Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Salus Financial Advisors

Salus Financial Advisors holds 43 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	25.3	$53M		69k	765.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	14.7	$31M	+6%	317k	96.88	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	13.2	$28M	+2%	250k	110.28	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	7.3	$15M	+2%	351k	43.30	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	6.6	$14M	-2%	220k	63.21	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	4.8	$10M	+7%	283k	35.54	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	4.1	$8.6M	-3%	192k	44.95	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	3.6	$7.5M		169k	44.64	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	2.4	$5.0M		39k	128.10	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	2.3	$4.9M	+16%	108k	45.36	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	2.0	$4.1M	+5%	84k	48.98	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$3.6M		46k	79.14	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.6	$3.4M		33k	103.89	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	1.6	$3.3M		132k	25.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$2.2M		8.1k	277.87	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.9	$2.0M		29k	66.79	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.9	$2.0M		9.0k	216.07	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.6	$1.2M		17k	71.56	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.5	$1.0M		23k	43.32	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.5	$944k		2.5k	374.24	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$663k		17k	39.91	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.3	$631k	+62%	24k	26.62	View chart
Microsoft Corporation (MSFT)	0.3	$613k	NEW	1.2k	512.90	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.3	$599k		6.6k	90.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$529k		6.2k	84.96	View chart
Apple (AAPL)	0.3	$525k	+33%	1.6k	333.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$514k	+124%	1.5k	344.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$490k		3.4k	142.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$483k		2.1k	228.28	View chart
NVIDIA Corporation (NVDA)	0.2	$346k	NEW	1.5k	228.38	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.2	$339k		1.5k	231.03	View chart
Vanguard World Health Car Etf (VHT)	0.2	$324k	-8%	1.0k	316.08	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$324k		2.4k	135.53	View chart
Target Corporation (TGT)	0.2	$323k		2.1k	156.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$322k		460.00	700.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$313k	NEW	6.7k	46.87	View chart
Meta Platforms Cl A (META)	0.1	$292k	NEW	403.00	725.18	View chart
Johnson & Johnson (JNJ)	0.1	$281k	+17%	1.1k	264.74	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$280k		785.00	356.90	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$276k	+3%	2.8k	97.27	View chart
Amazon (AMZN)	0.1	$251k	NEW	1.0k	249.15	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$243k	+19%	3.6k	68.52	View chart
Ecolab (ECL)	0.1	$237k	+6%	863.00	274.58	View chart

Past Filings by Salus Financial Advisors

SEC 13F filings are viewable for Salus Financial Advisors going back to 2025

Salus Financial Advisors 2026 Q3 filed Oct. 20, 2026
Salus Financial Advisors 2026 Q2 filed Aug. 6, 2026
Salus Financial Advisors 2026 Q1 filed April 23, 2026
Salus Financial Advisors 2025 Q4 filed Jan. 21, 2026
Salus Financial Advisors 2025 Q3 filed Nov. 7, 2025
Salus Financial Advisors 2025 Q2 filed July 29, 2025
Salus Financial Advisors 2025 Q1 filed April 25, 2025

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