Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 67.45% of Salus Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IEFA, IVV, IUSV, FBND, FBCG, VUG, FCOR, BITB, CAIE, FLTB.
Started 5 new stock positions in AOR, GOOGL, CAIE, ECL, CAT.
Reduced shares in these 8 stocks: BITQ, VTV, FENI, EFV, EEM, ESGV, AAPL, VOO.
Salus Financial Advisors was a net buyer of stock by $13M.
Salus Financial Advisors has $203M in assets under management (AUM), dropping by 18.28%.
Central Index Key (CIK): 0002056601

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Salus Financial Advisors

Salus Financial Advisors holds 39 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	25.4	$52M	+4%	69k	748.89	View chart
Ishares Tr Core Msci Eafe (IEFA)	14.2	$29M	+12%	299k	96.58	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	13.2	$27M	+8%	243k	110.15	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	7.7	$16M	+9%	344k	45.49	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	6.9	$14M	+8%	225k	62.11	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	4.8	$9.7M		200k	48.29	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	4.7	$9.6M	+2%	263k	36.33	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	3.9	$7.9M	+5%	167k	47.15	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	2.7	$5.4M	+3%	40k	136.68	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	2.0	$4.0M	+8%	79k	50.13	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$3.5M		46k	76.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.7	$3.4M		33k	103.88	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	1.6	$3.2M	-7%	133k	24.50	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	1.5	$2.9M	+16%	93k	31.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$2.5M		8.2k	300.43	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.0	$2.0M		29k	68.41	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$2.0M	-2%	9.1k	217.92	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.6	$1.3M		17k	74.37	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.5	$983k		23k	41.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$933k	+26%	2.5k	370.04	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$659k	-5%	16k	40.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$572k	+500%	6.6k	86.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$532k		6.2k	85.49	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$480k	+7%	2.1k	227.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$473k		3.4k	137.53	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.2	$397k	NEW	15k	27.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$357k		1.5k	242.99	View chart
Apple (AAPL)	0.2	$341k		1.2k	289.36	View chart
Vanguard World Health Car Etf (VHT)	0.2	$337k		1.1k	299.01	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$316k	-4%	2.4k	132.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$316k		460.00	686.81	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$309k		785.00	393.96	View chart
Target Corporation (TGT)	0.1	$268k		2.1k	130.61	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$266k	+5%	2.7k	97.60	View chart
Caterpillar (CAT)	0.1	$252k	NEW	237.00	1064.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$238k	NEW	666.00	357.37	View chart
Johnson & Johnson (JNJ)	0.1	$230k		904.00	253.97	View chart
Ecolab (ECL)	0.1	$226k	NEW	810.00	278.61	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$206k	NEW	3.0k	69.50	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z