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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 2024-12-31, accepted by EDGAR 2026-10-02 15:14:23 UTC, with 61 holding rows worth $233,489,746.

Accession
0002150676-26-000038
Filer
CIK 2150676
Filed
2026-10-02
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q4 2024

A holdings report, amendment of type restatement, 61 entries on the cover page, a total value of $233,489,746 stated on the cover page (in dollars after the unit check, H1), rows summing to $233,489,746 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 ETF464287200SHS56,702$33,379,494dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS250,548$32,225,228dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS438,944$22,895,338dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS388,001$17,537,645dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF94,919$16,903,109dollars as filed
ISHARES TR46434V456MSCI INTL QUALTY385,813$14,321,401dollars as filed
ISHARES TR464288414NATIONAL MUN ETF69,978$7,456,156dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF64,189$7,205,797dollars as filed
VTI922908769COM21,896$6,345,680dollars as filed
iShares S&P 500 Growth ETF464287309SHS52,040$5,283,621dollars as filed
iShares MBS ETF464288588SHS53,755$4,928,258dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT89,415$4,582,519dollars as filed
iShares MSCI EAFE Value ETF464288877SHS87,178$4,574,254dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF43,912$4,252,076dollars as filed
BlackRock Flexible Income ETF092528603SHS77,684$4,041,122dollars as filed
iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF46431W853SHS149,279$3,778,282dollars as filed
ISHARES TR46435G326CORE MSCI INTL49,323$3,179,825dollars as filed
Apple Inc037833100COM11,744$2,940,932dollars as filed
IJH464287507COM44,029$2,743,410dollars as filed
ISHARES TR46428743220 YR TR BD ETF30,340$2,649,592dollars as filed
iShares S&P 500 Value ETF464287408SHS13,716$2,618,110dollars as filed
iShares U.S. Technology ETF464287721SHS13,596$2,168,842dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS28,244$1,917,137dollars as filed
ISHARES INC46434G764MSCI EMRG CHN34,298$1,901,824dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF17,856$1,883,451dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS2,767$1,581,881dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS25,812$1,347,891dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS28,128$1,345,081dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS56,651$1,301,833dollars as filed
ISHARES TR464288281JPMORGAN USD EMG13,417$1,198,064dollars as filed
ISHARES TR46435G219INVESTMENT GRADE25,426$1,127,897dollars as filed
ISHARES TR46435G102CONV BD ETF11,813$1,003,751dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS10,860$954,594dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF15,783$791,202dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS7,516$728,324dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$680,920dollars as filed
Tesla Motors, Inc88160R101COM1,500$605,760dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS11,750$593,023dollars as filed
Microsoft Corp594918104COM1,331$561,017dollars as filed
iShares Russell 2000 ETF464287655SHS2,485$549,086dollars as filed
ISHARES TR46435G425COM4,125$531,383dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS1,995$506,231dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS2,434$503,643dollars as filed
VANGUARD STAR FDS921909768COM8,170$481,458dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL14,145$469,755dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM14,540$455,974dollars as filed
Berkshire Hathaway Inc084670702COM888$402,513dollars as filed
SPY78462F103SHS623$366,686dollars as filed
iShares Gold Trust464285204COM7,113$352,165dollars as filed
INDEPENDENT BK CORP MASS453836108COM5,187$335,910dollars as filed
iShares U.S. Infrastructure ETF46435U713SHS7,105$328,879dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS2,987$319,131dollars as filed
BLACKSTONE INC09260D107COM1,832$315,873dollars as filed
Vanguard S&P 500 ETF922908363COM571$307,661dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF927$298,567dollars as filed
iShares High Yield Systematic Bond ETF46435G250SHS6,228$292,778dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK625$251,067dollars as filed
JPMorgan Chase & Co46625H100COM1,009$241,867dollars as filed
GE Vernova Inc.36828A101COM668$219,892dollars as filed
iShares TIPS Bond ETF464287176SHS2,033$216,616dollars as filed
iShares Russell Midcap ETF464287499SHS2,356$208,270dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002150676-26-000013 superseded2026-08-25acceptance time not in the bulk data set
13F-HR/A 0002150676-26-000023 superseded2026-10-02
13F-HR/A 0002150676-26-000038this filing2026-10-02