Salus Financial Advisors, Llc Portfolio Stock Holdings
Salus Financial Advisors, Llc disclosed 34 stock positions valued at approximately $171.5 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 34
- Portfolio Value
- $171.5M
Holdings by Sector
Salus Financial Advisors, Llc Portfolio Holdings in Q1 2026
33 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 25.14% | 65,994 | +778 | +1.19% | $43,108,241 |
| ISHARES TR | IEFA | Other | 14.03% | 265,686 | +22,619 | +9.31% | $24,052,532 |
| ISHARES TR | IUSV | Other | 13.43% | 225,265 | +18,274 | +8.83% | $23,033,350 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 8.35% | 313,851 | +15,910 | +5.34% | $14,317,889 |
| FIDELITY COVINGTON TRUST | FBCG | Other | 6.04% | 206,806 | +22,022 | +11.92% | $10,365,136 |
| FIDELITY COVINGTON TRUST | FDEM | Other | 4.73% | 256,973 | -26,502 | -9.35% | $8,115,194 |
| FIDELITY COVINGTON TRUST | FESM | Other | 4.39% | 198,331 | -4,533 | -2.23% | $7,536,595 |
| FIDELITY MERRIMACK STR TR | FCOR | Other | 4.33% | 157,664 | +11,928 | +8.18% | $7,430,722 |
| ISHARES TR | IJS | Other | 2.65% | 38,344 | -339 | -0.88% | $4,541,853 |
| FIDELITY MERRIMACK STR TR | FLTB | Other | 2.15% | 73,457 | +7,355 | +11.13% | $3,692,666 |
| ISHARES TR | EFV | Other | 1.99% | 45,921 | -570 | -1.23% | $3,414,243 |
| ISHARES TR | EFA | Other | 1.84% | 32,519 | +201 | +0.62% | $3,158,559 |
| BITWISE BITCOIN ETF TR | BITB | Other | 1.70% | 79,276 | +35,403 | +80.69% | $2,918,141 |
| ISHARES TR | IWM | Other | 1.18% | 8,163 | +4 | +0.05% | $2,024,300 |
| VANGUARD INDEX FDS | VTV | Other | 1.06% | 9,306 | -287 | -2.99% | $1,825,786 |
| ISHARES TR | EEM | Other | 0.98% | 29,672 | +125 | +0.42% | $1,685,096 |
| VICTORY PORTFOLIOS II | CDC | Other | 0.72% | 17,283 | - | - | $1,234,509 |
| FIDELITY COVINGTON TRUST | FELC | Other | 0.49% | 22,993 | +183 | +0.80% | $833,970 |
| FIDELITY COVINGTON TRUST | FENI | Other | 0.38% | 17,302 | +13 | +0.08% | $643,633 |
| VANGUARD INDEX FDS | VTI | Other | 0.37% | 1,994 | +1,994 | +100.00% | $639,695 |
| VANGUARD INDEX FDS | VUG | Other | 0.28% | 1,107 | -93 | -7.75% | $483,527 |
| VANGUARD STAR FDS | VXUS | Other | 0.28% | 6,222 | - | - | $479,778 |
| ISHARES TR | IVE | Other | 0.24% | 1,965 | - | - | $414,910 |
| ISHARES TR | IVW | Other | 0.23% | 3,441 | - | - | $389,212 |
| VANGUARD INDEX FDS | VBR | Other | 0.19% | 1,468 | -88 | -5.66% | $318,923 |
| VANGUARD WORLD FD | VHT | Other | 0.18% | 1,126 | - | - | $306,644 |
| APPLE INC | AAPL | Technology | 0.18% | 1,199 | -55 | -4.39% | $304,294 |
| VANGUARD WORLD FD | ESGV | Other | 0.16% | 2,491 | -425 | -14.57% | $279,665 |
| VANGUARD INDEX FDS | VOO | Other | 0.16% | 468 | +8 | +1.74% | $279,396 |
| TARGET CORP | TGT | Consumer Defensive | 0.15% | 2,054 | - | - | $248,945 |
| ISHARES TR | IWO | Other | 0.14% | 785 | -19 | -2.36% | $246,341 |
| ISHARES TR | AOA | Other | 0.13% | 2,594 | -63 | -2.37% | $229,543 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.13% | 904 | -66 | -6.80% | $220,974 |