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Intellus Advisors - Q4 2025 13F Filings

IN

Intellus Advisors LLC

CIK: 0002055137
Address: Florida Naples 8889 Pelican Bay Blvd. N. Suite 102
$753.76 M
Portfolio Value
134
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+9.52%
$752.16 M 99.79%
Options
$0 0.00%
Debt
$0 0.00%
Other
-96.43%
$1.59 M 0.21%

Sector Allocation (Stocks)

Intellus Advisors Q4 2025 Filing Summary

Intellus Advisors LLC filed its 13F report for Q4 2025 on February 06, 2026. The portfolio totaled 753.76 M reflecting a +3.05% change from the prior quarter, spanning 134 assets. The top 10 holdings comprised 55.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 7 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Intellus Advisors’s Q4 2025 Filing

Intellus Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/06/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Intellus Advisors reported a managed portfolio value of 753.76 M, consisting of 134 individual positions.

This page displays the raw filing documents. To see which stocks Intellus Advisors bought or sold during Q4 2025, please visit Intellus Advisors's Portfolio Analysis page.