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Salus Financial Advisors - Q2 2026 13F Filings

SA

Salus Financial Advisors, LLC

CIK: 0002056601
Address: Colorado Colorado Springs 11755 Decoy Drive
$202.84 M
Portfolio Value
39
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IEFA Ishares Core Msci Eafe Etf
+$3.18 M
2. IVV Ishares Core S&P 500 Etf
+$2.17 M
3. IUSV Ishares Core S&P Us Value Etf
+$1.99 M
4. FBND Fidelity Total Bond Etf
+$1.36 M
5. FBCG Fidelity Blue Chip Growth Etf
+$1.11 M

Top Sells

Q2 2026
1. BITQ Bitwise Crypto Industry Innovators Etf
−$279,740.91
2. VTV Vanguard Value Etf
−$53,391.32
3. FENI Fidelity Enhanced International Etf
−$35,795.89
4. EFV Ishares Msci Eafe Value Etf
−$26,027.26
5. EEM Ishares Msci Emerging Markets Etf
−$15,939.26

Asset Allocation

Stocks/ETFs
+18.28%
$202.84 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Salus Financial Advisors Q2 2026 Filing Summary

Salus Financial Advisors, LLC filed its 13F report for Q2 2026 on August 06, 2026. The portfolio totaled 202.84 M reflecting a +18.28% change from the prior quarter, spanning 39 assets. The top 10 holdings comprised 85.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Salus Financial Advisors’s Q2 2026 Filing

Salus Financial Advisors submitted their Form 13F-HR for the Q2 2026 period on 08/06/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Salus Financial Advisors reported a managed portfolio value of 202.84 M, consisting of 39 individual positions.

This page displays the raw filing documents. To see which stocks Salus Financial Advisors bought or sold during Q2 2026, please visit Salus Financial Advisors's Portfolio Analysis page.