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Salus Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Salus Financial Advisors, LLC

Investment Activity

  • Salus Financial Advisors, LLC has $202.84 million in total holdings as of June 30, 2026.
  • Salus Financial Advisors, LLC owns shares of 39 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 6.68% of the portfolio was purchased this quarter.
  • About 0.21% of the portfolio was sold this quarter.
  • This quarter, Salus Financial Advisors, LLC has purchased 34 new stocks and bought additional shares in 18 stocks.
  • Salus Financial Advisors, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

12811T571 - CALAMOS ETF TR
$397,130 Holding
149123101 - Caterpillar
$252,381 Holding
02079K305 - Alphabet
$238,008 Holding
278865100 - Ecolab
$225,674 Holding
464289867 - iShares Core 60/40 Balanced Allocation ETF
$206,429 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF
32,952 shares (about $3.18M)
iShares Core S&P 500 ETF
2,901 shares (about $2.17M)
iShares Core S&P U.S. Value ETF
18,033 shares (about $1.99M)
Fidelity Total Bond ETF
29,961 shares (about $1.36M)
Fidelity Blue Chip Growth ETF
17,803 shares (about $1.11M)

Largest Sales this Quarter

BITWISE FUNDS TRUST
11,418 shares (about $279.74K)
Vanguard Value ETF
245 shares (about $53.39K)
FIDELITY COVINGTON TRUST
892 shares (about $35.80K)
iShares MSCI EAFE Value ETF
340 shares (about $26.03K)
iShares MSCI Emerging Markets ETF
233 shares (about $15.94K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSalus Financial Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$51,595,078$2,172,543 â–²4.4%68,89525.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$28,842,491$3,182,508 â–²12.4%298,63814.2%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$26,799,234$1,986,332 â–²8.0%243,29813.2%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$15,639,993$1,362,925 â–²9.5%343,8127.7%ETF
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$13,950,489$1,105,746 â–²8.6%224,6096.9%ETF
FIDELITY COVINGTON TRUST
$9,670,068$92,668 â–²1.0%200,2504.8%ENHANCED SML CAP
FDEM
Fidelity Emerging Markets Multifactor ETF
$9,567,887$232,040 â–²2.5%263,3604.7%ETF
Fidelity Corporate Bond ETF stock logo
FCOR
Fidelity Corporate Bond ETF
$7,859,782$425,907 â–²5.7%166,6973.9%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$5,403,626$162,785 â–²3.1%39,5352.7%ETF
Fidelity Limited Term Bond ETF stock logo
FLTB
Fidelity Limited Term Bond ETF
$3,981,942$299,528 â–²8.1%79,4322.0%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$3,489,260$26,027 â–¼-0.7%45,5811.7%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$3,415,900$37,812 â–²1.1%32,8831.7%ETF
BITWISE FUNDS TRUST
$3,248,356$279,741 â–¼-7.9%132,5861.6%CRYPTO INDUSTRY
BITWISE BITCOIN ETF TR
$2,948,412$422,685 â–²16.7%92,5431.5%SHS BEN INT
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,466,244$13,820 â–²0.6%8,2091.2%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,013,888$15,939 â–¼-0.8%29,4391.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,974,607$53,391 â–¼-2.6%9,0611.0%ETF
VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock logo
CDC
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
$1,285,3440.0%17,2830.6%ETF
FIDELITY COVINGTON TRUST
$982,512$18,860 â–²2.0%23,4430.5%ENHANCED LARGE
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$932,871$195,011 â–²26.4%2,5210.5%ETF
FIDELITY COVINGTON TRUST
$658,532$35,796 â–¼-5.2%16,4100.3%ENHANCED INTL
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$572,142$476,785 â–²500.0%6,6420.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$531,9190.0%6,2220.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$480,232$34,059 â–²7.6%2,1150.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$473,2410.0%3,4410.2%ETF
CALAMOS ETF TR
$397,130$397,130 â–²New Holding14,5950.2%AUTOC INCOM ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$356,7090.0%1,4680.2%ETF
Apple Inc. stock logo
AAPL
Apple
$340,577$6,366 â–¼-1.8%1,1770.2%Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$336,6850.0%1,1260.2%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$316,186$13,224 â–¼-4.0%2,3910.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$315,933$5,494 â–¼-1.7%4600.2%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$309,2590.0%7850.2%ETF
Target Corporation stock logo
TGT
Target
$268,2730.0%2,0540.1%Consumer Staples
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$266,448$13,274 â–²5.2%2,7300.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$252,381$252,381 â–²New Holding2370.1%Industrials
Alphabet Inc. stock logo
GOOGL
Alphabet
$238,008$238,008 â–²New Holding6660.1%Communication Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$229,5890.0%9040.1%Healthcare
Ecolab Inc. stock logo
ECL
Ecolab
$225,674$225,674 â–²New Holding8100.1%Materials
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$206,429$206,429 â–²New Holding2,9700.1%ETF

Showing largest 100 holdings. View all holdings.
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