Salus Financial Advisors, LLC Top Holdings and 13F Report (2026) About Salus Financial Advisors, LLCInvestment ActivitySalus Financial Advisors, LLC has $171.49 million in total holdings as of March 31, 2026.Salus Financial Advisors, LLC owns shares of 34 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.43% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Salus Financial Advisors, LLC has purchased 35 new stocks and bought additional shares in 15 stocks.Salus Financial Advisors, LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $43,108,241iShares Core MSCI EAFE ETF $24,052,532iShares Core S&P U.S. Value ETF $23,033,350Fidelity Total Bond ETF $14,317,889Fidelity Blue Chip Growth ETF $10,365,136 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $639,695 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 22,619 shares (about $2.05M)iShares Core S&P U.S. Value ETF 18,274 shares (about $1.87M)BITWISE BITCOIN ETF TR 35,403 shares (about $1.30M)Fidelity Blue Chip Growth ETF 22,022 shares (about $1.10M)Fidelity Total Bond ETF 15,910 shares (about $725.81K) Largest Sales this Quarter Fidelity Emerging Markets Multifactor ETF 26,502 shares (about $836.93K)FIDELITY COVINGTON TRUST 4,533 shares (about $172.25K)Vanguard Value ETF 287 shares (about $56.31K)Vanguard ESG U.S. Stock ETF 425 shares (about $47.71K)iShares MSCI EAFE Value ETF 570 shares (about $42.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSalus Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$43,108,241$508,201 ▲1.2%65,99425.1%ETFIEFAiShares Core MSCI EAFE ETF$24,052,532$2,047,696 ▲9.3%265,68614.0%ETFIUSViShares Core S&P U.S. Value ETF$23,033,350$1,868,517 ▲8.8%225,26513.4%ManufacturingFBNDFidelity Total Bond ETF$14,317,889$725,815 ▲5.3%313,8518.3%ETFFBCGFidelity Blue Chip Growth ETF$10,365,136$1,103,745 ▲11.9%206,8066.0%ETFFDEMFidelity Emerging Markets Multifactor ETF$8,115,194$836,932 ▼-9.3%256,9734.7%ETFFIDELITY COVINGTON TRUST$7,536,595$172,254 ▼-2.2%198,3314.4%ENHANCED SMALLFCORFidelity Corporate Bond ETF$7,430,722$562,168 ▲8.2%157,6644.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$4,541,853$40,155 ▼-0.9%38,3442.6%ETFFLTBFidelity Limited Term Bond ETF$3,692,666$369,734 ▲11.1%73,4572.2%ETFEFViShares MSCI EAFE Value ETF$3,414,243$42,380 ▼-1.2%45,9212.0%ETFEFAiShares MSCI EAFE ETF$3,158,559$19,523 ▲0.6%32,5191.8%FinanceBITWISE BITCOIN ETF TR$2,918,141$1,303,181 ▲80.7%79,2761.7%SHS BEN INTBITWISE FUNDS TRUST$2,715,915$143,015 ▲5.6%144,0041.6%CRYPTO INDUSTRYIWMiShares Russell 2000 ETF$2,024,300$992 ▲0.0%8,1631.2%FinanceVTVVanguard Value ETF$1,825,786$56,308 ▼-3.0%9,3061.1%ETFEEMiShares MSCI Emerging Markets ETF$1,685,096$7,099 ▲0.4%29,6721.0%FinanceCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$1,234,5090.0%17,2830.7%ManufacturingFIDELITY COVINGTON TRUST$833,970$6,638 ▲0.8%22,9930.5%ENHANCED LARGEFIDELITY COVINGTON TRUST$643,633$484 ▲0.1%17,3020.4%ENHANCED INTLVTIVanguard Total Stock Market ETF$639,695$639,695 ▲New Holding1,9940.4%ETFVUGVanguard Growth ETF$483,527$40,622 ▼-7.8%1,1070.3%ETFVXUSVanguard Total International Stock ETF$479,7780.0%6,2220.3%ETFIVEiShares S&P 500 Value ETF$414,9100.0%1,9650.2%ETFIVWiShares S&P 500 Growth ETF$389,2120.0%3,4410.2%ETFVBRVanguard Small-Cap Value ETF$318,923$19,118 ▼-5.7%1,4680.2%ETFVHTVanguard Health Care ETF$306,6440.0%1,1260.2%ETFAAPLApple$304,294$13,958 ▼-4.4%1,1990.2%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$279,665$47,715 ▼-14.6%2,4910.2%ETFVOOVanguard S&P 500 ETF$279,396$4,776 ▲1.7%4680.2%ETFTGTTarget$248,9450.0%2,0540.1%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$246,341$5,962 ▼-2.4%7850.1%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$229,543$5,575 ▼-2.4%2,5940.1%ETFJNJJohnson & Johnson$220,974$16,133 ▼-6.8%9040.1%MedicalMSFTMicrosoft$0$248,097 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$218,787 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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