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Salus Financial Advisors - Q4 2025 13F Filings

SA

Salus Financial Advisors, LLC

CIK: 0002056601
Address: Colorado Colorado Springs 11755 Decoy Drive
$166.85 M
Portfolio Value
35
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. BITQ Bitwise Crypto Industry Innovators Etf
+$2.72 M
2. IVV Ishares Core S&P 500 Etf
+$891,786.63
3. IEFA Ishares Core Msci Eafe Etf
+$832,246.92
4. IUSV Ishares Core S&P Us Value Etf
+$403,289.84
5. FCOR Fidelity Corporate Bond Etf
+$323,616.72
6. GOOGL Alphabet
+$218,787

Top Sells

Q4 2025
1. BITQ Bitwise Crypto Industry Innovators Etf
−$3.38 M
2. FBCG Fidelity Blue Chip Growth Etf
−$583,773.04
3. EFV Ishares Msci Eafe Value Etf
−$104,044.89
4. EFA Ishares Msci Eafe Etf
−$87,867.12
5. FBND Fidelity Total Bond Etf
−$68,461.49
6. IWM Ishares Russell 2000 Etf
−$36,921.73

Asset Allocation

Stocks/ETFs
+2.97%
$165.71 M 99.32%
Options
$0 0.00%
Debt
$0 0.00%
Other
-5.40%
$1.14 M 0.68%

Sector Allocation (Stocks)

Salus Financial Advisors Q4 2025 Filing Summary

Salus Financial Advisors, LLC filed its 13F report for Q4 2025 on January 20, 2026. The portfolio totaled 166.85 M reflecting a +2.91% change from the prior quarter, spanning 35 assets. The top 10 holdings comprised 86.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 0 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Salus Financial Advisors’s Q4 2025 Filing

Salus Financial Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/20/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Salus Financial Advisors reported a managed portfolio value of 166.85 M, consisting of 35 individual positions.

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