Salus Financial Advisors, LLC 13F Holdings · Q2 2026
Salus Financial Advisors, LLC reported 39 securities worth $202.84M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (25.44%), IEFA (14.22%), IUSV (13.21%). Among its top 25 positions this quarter: 17 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $51.6M | 25.44% | 68,895 | Added |
| 2 | IEFA | ISHARES TR | $28.8M | 14.22% | 298,638 | Added |
| 3 | IUSV | ISHARES TR | $26.8M | 13.21% | 243,298 | Added |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $15.6M | 7.71% | 343,812 | Added |
| 5 | FBCG | FIDELITY COVINGTON TRUST | $14.0M | 6.88% | 224,609 | Added |
| 6 | FESM | FIDELITY COVINGTON TRUST | $9.7M | 4.77% | 200,250 | Added |
| 7 | FDEM | FIDELITY COVINGTON TRUST | $9.6M | 4.72% | 263,360 | Added |
| 8 | FCOR | FIDELITY MERRIMACK STR TR | $7.9M | 3.87% | 166,697 | Added |
| 9 | IJS | ISHARES TR | $5.4M | 2.66% | 39,535 | Added |
| 10 | FLTB | FIDELITY MERRIMACK STR TR | $4.0M | 1.96% | 79,432 | Added |
| 11 | EFV | ISHARES TR | $3.5M | 1.72% | 45,581 | Trimmed |
| 12 | EFA | ISHARES TR | $3.4M | 1.68% | 32,883 | Added |
| 13 | BITQ | BITWISE FUNDS TRUST | $3.2M | 1.60% | 132,586 | Trimmed |
| 14 | BITB | BITWISE BITCOIN ETF TR | $2.9M | 1.45% | 92,543 | Added |
| 15 | IWM | ISHARES TR | $2.5M | 1.22% | 8,209 | Added |
| 16 | EEM | ISHARES TR | $2.0M | 0.99% | 29,439 | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $2.0M | 0.97% | 9,061 | Trimmed |
| 18 | CDC | VICTORY PORTFOLIOS II | $1.3M | 0.63% | 17,283 | Hold |
| 19 | FELC | FIDELITY COVINGTON TRUST | $982,512 | 0.48% | 23,443 | Added |
| 20 | VTI | VANGUARD INDEX FDS | $932,871 | 0.46% | 2,521 | Added |
| 21 | FENI | FIDELITY COVINGTON TRUST | $658,532 | 0.32% | 16,410 | Trimmed |
| 22 | VUG | VANGUARD INDEX FDS | $572,142 | 0.28% | 6,642 | Added |
| 23 | VXUS | VANGUARD STAR FDS | $531,919 | 0.26% | 6,222 | Hold |
| 24 | IVE | ISHARES TR | $480,232 | 0.24% | 2,115 | Added |
| 25 | IVW | ISHARES TR | $473,241 | 0.23% | 3,441 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR