Salus Financial Advisors
Salus Financial Advisors reported 43 stocks worth $210M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (25.3%), IEFA (14.7%) and IUSV (13.2%). Compared with Q2 2026, the fund opened new positions in MSFT, NVDA and BNDX, added to IVV, IEFA and IUSV, trimmed FBCG, FESM and IJS and sold out of CAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $53M | 25.3% | 69K | +247 (+0%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $30.7M | 14.7% | 317K | +19K (+6%) | 7 of 8 | |
| 3 |  IUSV Ishares TR | $27.6M | 13.2% | 250K | +6,638 (+3%) | 8 of 8 | |
| 4 |  FBND Fidelity Total Bond ETF | $15.2M | 7.3% | 351K | +7,374 (+2%) | 8 of 8 | |
| 5 |  FBCG Fidelity Covington Trust | $13.9M | 6.6% | 220K | −4,677 (−2%) | 7 of 8 | |
| 6 |  FDEM Fidelity Covington Trust E | $10.1M | 4.8% | 283K | +20K (+8%) | 8 of 8 | |
| 7 |  FESM Fidelity Enhanced Small Cap ETF | $8.6M | 4.1% | 192K | −7,825 (−4%) | 8 of 8 | |
| 8 |  FCOR Fidelity Merrimack Str TR | $7.5M | 3.6% | 168K | +1,794 (+1%) | 8 of 8 | |
| 9 |  IJS Ishares TR | $5M | 2.4% | 39K | −307 (−1%) | 8 of 8 | |
| 10 |  BITB Bitwise Bitcoin ETF TR | $4.9M | 2.3% | 108K | +15K (+16%) | 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| Stock | Value last quarter | Shares sold |
|---|---|---|
 CAT Caterpillar Inc | $252K | 237 |
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 →Salus Financial Advisors 13F FAQ
What does Salus Financial Advisors own?
Salus Financial Advisors reported 43 stocks worth $210M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (25.3%), IEFA (14.7%) and IUSV (13.2%). The table above lists every position in the filing (the top 10 without an account).
What did Salus Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 18 added to, 11 trimmed and 1 sold out. New positions include MSFT, NVDA and BNDX. It sold all of CAT.
When will Salus Financial Advisors 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 Salus Financial Advisors's portfolio worth?
The Q3 2026 filing reports $210M 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.