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Disclosery

13F-HR/A filed by Advus Financial Partners, LLC

Advus Financial Partners, LLC filed this 13F-HR/A for the quarter ended 2024-09-30, accepted by EDGAR 2026-10-02 15:09:11 UTC, with 62 holding rows worth $237,965,197.

Accession
0002150676-26-000037
Filer
CIK 2150676
Filed
2026-10-02
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q3 2024

A holdings report, amendment of type restatement, 62 entries on the cover page, a total value of $237,965,197 stated on the cover page (in dollars after the unit check, H1), rows summing to $237,965,197 with VALUE read as dollars as filed, 13F file number 028-27192. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS66,967$38,628,057dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS255,056$32,040,135dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS414,498$23,717,661dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS340,772$16,057,177dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF88,769$15,916,265dollars as filed
ISHARES TR46434V456MSCI INTL QUALTY365,935$15,182,662dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF66,066$7,770,657dollars as filed
ISHARES TR464288414NATIONAL MUN ETF61,851$6,718,874dollars as filed
VTI922908769COM22,708$6,449,769dollars as filed
iShares MBS ETF464288588SHS50,733$4,860,729dollars as filed
iShares MSCI EAFE Value ETF464288877SHS83,956$4,830,012dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF38,775$4,174,214dollars as filed
iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF46431W853SHS145,806$3,777,855dollars as filed
ISHARES TR46428743220 YR TR BD ETF37,025$3,632,153dollars as filed
ISHARES TR46435G326CORE MSCI INTL49,318$3,493,193dollars as filed
iShares S&P 500 Growth ETF464287309SHS35,640$3,412,530dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS67,117$3,396,120dollars as filed
IJH464287507COM48,819$3,042,332dollars as filed
Apple Inc037833100COM11,688$2,723,304dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS33,029$2,424,955dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT48,812$2,414,730dollars as filed
iShares U.S. Technology ETF464287721SHS14,016$2,125,113dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS36,502$2,095,567dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF17,165$1,822,751dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS74,652$1,750,582dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS15,489$1,749,947dollars as filed
iShares S&P 500 Value ETF464287408SHS8,214$1,619,554dollars as filed
BlackRock Flexible Income ETF092528603SHS29,811$1,595,783dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS2,769$1,582,050dollars as filed
INDEPENDENT BK CORP MASS453836108COM25,187$1,503,664dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS28,128$1,485,440dollars as filed
ISHARES TR464288281JPMORGAN USD EMG11,297$1,057,173dollars as filed
ISHARES TR46435G425COM7,236$913,038dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS10,860$900,728dollars as filed
ISHARES INC46434G764MSCI EMRG CHN14,639$894,589dollars as filed
iShares TIPS Bond ETF464287176SHS7,895$872,165dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF15,368$785,616dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS7,586$768,179dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS7,665$699,891dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$691,180dollars as filed
ISHARES TR46435G219INVESTMENT GRADE14,346$666,659dollars as filed
iShares Russell 2000 ETF464287655SHS2,485$548,912dollars as filed
VANGUARD STAR FDS921909768COM8,170$528,926dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL14,145$528,599dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS1,995$485,723dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM14,540$423,259dollars as filed
Microsoft Corp594918104COM981$422,124dollars as filed
ISHARES TR46435G102CONV BD ETF4,916$411,322dollars as filed
VANECK ETF TRUST92189H201INTRMDT MUNI ETF8,728$409,780dollars as filed
Berkshire Hathaway Inc084670702COM853$392,602dollars as filed
Tesla Motors, Inc88160R101COM1,500$392,445dollars as filed
SPY78462F103SHS626$360,713dollars as filed
iShares U.S. Infrastructure ETF46435U713SHS7,365$345,936dollars as filed
ISHARES TR464287101S&P 100 ETF1,239$342,906dollars as filed
BLACKSTONE INC09260D107COM2,042$312,691dollars as filed
Vanguard S&P 500 ETF922908363COM589$311,763dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF927$291,366dollars as filed
iShares Currency Hedged MSCI EAFE ETF46434V803SHS8,154$288,815dollars as filed
ISHARES TR464287341GLOBAL ENERG ETF6,158$249,276dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK625$234,678dollars as filed
HOLOGIC INC436440101COM2,856$232,650dollars as filed
iShares Russell Midcap ETF464287499SHS2,356$207,658dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002150676-26-000012 superseded2026-08-25acceptance time not in the bulk data set
13F-HR/A 0002150676-26-000037this filing2026-10-02