Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Salus Financial Advisors, LLC (CIK 2056601) reported $171.5M across 33 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($43.1M, 25.14%), IEFA ($24.1M, 14.03%), IUSV ($23.0M, 13.43%), FBND ($14.3M, 8.35%), FBCG ($10.4M, 6.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $43.1M | 25.14% | 65,994 | Added |
| 2 | IEFA | ISHARES TR | $24.1M | 14.03% | 265,686 | Added |
| 3 | IUSV | ISHARES TR | $23.0M | 13.43% | 225,265 | Added |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $14.3M | 8.35% | 313,851 | Added |
| 5 | FBCG | FIDELITY COVINGTON TRUST | $10.4M | 6.04% | 206,806 | Added |
| 6 | FDEM | FIDELITY COVINGTON TRUST | $8.1M | 4.73% | 256,973 | Trimmed |
| 7 | FESM | FIDELITY COVINGTON TRUST | $7.5M | 4.39% | 198,331 | Trimmed |
| 8 | FCOR | FIDELITY MERRIMACK STR TR | $7.4M | 4.33% | 157,664 | Added |
| 9 | IJS | ISHARES TR | $4.5M | 2.65% | 38,344 | Trimmed |
| 10 | FLTB | FIDELITY MERRIMACK STR TR | $3.7M | 2.15% | 73,457 | Added |
| 11 | EFV | ISHARES TR | $3.4M | 1.99% | 45,921 | Trimmed |
| 12 | EFA | ISHARES TR | $3.2M | 1.84% | 32,519 | Added |
| 13 | BITB | BITWISE BITCOIN ETF TR | $2.9M | 1.70% | 79,276 | Added |
| 14 | BITWISE FUNDS TRUST | $2.7M | 1.58% | 144,004 | Added | |
| 15 | IWM | ISHARES TR | $2.0M | 1.18% | 8,163 | Added |
| 16 | VTV | VANGUARD INDEX FDS | $1.8M | 1.06% | 9,306 | Trimmed |
| 17 | EEM | ISHARES TR | $1.7M | 0.98% | 29,672 | Added |
| 18 | CDC | VICTORY PORTFOLIOS II | $1.2M | 0.72% | 17,283 | Hold |
| 19 | FELC | FIDELITY COVINGTON TRUST | $833,970 | 0.49% | 22,993 | Added |
| 20 | FENI | FIDELITY COVINGTON TRUST | $643,633 | 0.38% | 17,302 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $639,695 | 0.37% | 1,994 | New |
| 22 | VXUS | VANGUARD STAR FDS | $479,778 | 0.28% | 6,222 | Hold |
| 23 | VUG | VANGUARD INDEX FDS | $483,527 | 0.28% | 1,107 | Trimmed |
| 24 | IVE | ISHARES TR | $414,910 | 0.24% | 1,965 | Hold |
| 25 | IVW | ISHARES TR | $389,212 | 0.23% | 3,441 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31