Advus Financial Partners
Advus Financial Partners reported 143 stocks worth $355M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (9.3%), ITOT (9.3%) and ACWX (8.3%). Compared with Q2 2026, the fund opened new positions in AMD, added to IVV, IUSB and IVW, trimmed ITOT, ACWX and IQLT and sold out of STX, SBCF and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $33.1M | 9.3% | 43K | +1,182 (+3%) | 8 of 8 | |
| 2 |  ITOT Ishares TR | $33.1M | 9.3% | 199K | −923 (−0%) | 8 of 8 | |
| 3 |  ACWX Ishares TR | $29.6M | 8.3% | 391K | −1,763 (−0%) | 8 of 8 | |
| 4 |  IQLT Ishares Msci Intl Quality Factor ETF | $18.2M | 5.1% | 368K | −4,928 (−1%) | 8 of 8 | |
| 5 |  QUAL Ishares TR | $16.9M | 4.8% | 76K | −8,443 (−10%) | 8 of 8 | |
| 6 |  IUSB Ishares Core | $15.1M | 4.3% | 343K | +21K (+7%) | 8 of 8 | |
| 7 |  IVW Ishares TR | $8.5M | 2.4% | 60K | +102 (+0%) | 8 of 8 | |
| 8 |  IVE Ishares TR | $8M | 2.3% | 35K | +4,238 (+14%) | 8 of 8 | |
| 9 |  VTI Vanguard Total Stock Market ETF | $7.7M | 2.2% | 21K | No change | 8 of 8 | |
| 10 |  DYNF Blackrock ETF Trust | $7.6M | 2.1% | 110K | −9,110 (−8%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Advus Financial Partners 13F FAQ
What does Advus Financial Partners own?
Advus Financial Partners reported 143 stocks worth $355M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (9.3%), ITOT (9.3%) and ACWX (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Advus Financial Partners buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 55 added to, 58 trimmed and 5 sold out. New positions include AMD. It sold all of STX, SBCF and IBM.
When will Advus Financial Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Advus Financial Partners's portfolio worth?
The Q3 2026 filing reports $355M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.