Data as of Q4 2025 (Dec 31, 2025)

Salus Financial Advisors, LLC

•CIK: 2056601•Filing: Q4 2025

**Salus Financial Advisors, LLC** manages $167M across a diversified portfolio of 35 positions. The strategy exhibits significant allocations to broad market exposure, notably IVV ($44.7M), IEFA ($21.7M), and IUSV ($21.2M). Further concentration is evident in fixed income and sector plays, with FBND ($13.7M) and FBCG ($10.1M) anchoring core holdings. This structure suggests a disciplined, multi-asset approach targeting established market segments.

Total AUM
$166.9M
QoQ Performance
+2.9%
Positions
14
Top 10 Concentration
85.5%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IEFA
IUSV
FBND
FBCG
FDEM
IVV26.8%
IEFA13.0%
IUSV12.7%
FBND8.2%
FBCG6.1%
FDEM5.2%
FESM4.6%
FCOR4.2%

📈 Biggest Buys

BITQ
BITWISE FUNDS TRUST
NEW
1.6% of portfolio
IVV
ISHARES TR
+2.0%
26.8% of portfolio
IEFA
ISHARES TR
+4.0%
13.0% of portfolio
IUSV
ISHARES TR
+1.9%
12.7% of portfolio
FCOR
FIDELITY MERRIMACK STR TR
+4.9%
4.2% of portfolio

📉 Biggest Sells

FBCG
FIDELITY COVINGTON TRUST
-5.4%
6.1% of portfolio
EFV
ISHARES TR
-3.0%
2.0% of portfolio
EFA
ISHARES TR
-2.8%
1.9% of portfolio
FBND
FIDELITY MERRIMACK STR TR
-0.5%
8.2% of portfolio
CDC
VICTORY PORTFOLIOS II
-4.2%
0.7% of portfolio

Sector Breakdown

Other72.5%
ETF26.9%
Technology0.5%
Healthcare0.1%

🚪 Exited Positionssold since Q3 2025

—
EXCHANGE TRADED CONCEPTS TRU
SOLD
$3.4M

Changes from Q3 2025

NEW4 new positions
↑14 increased
↓10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

IVV26.8%
ISHARES TR
$44.7M
IEFA13.0%
ISHARES TR
$21.7M
IUSV12.7%
ISHARES TR
$21.2M
FBND8.2%
FIDELITY MERRIMACK STR TR
$13.7M
FBCG6.1%
FIDELITY COVINGTON TRUST
$10.1M

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