Salus Financial Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $149 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $38.6B, Ishares Core S&P U.S. Value Et with a value of $18.7B, Ishares Tr with a value of $18.1B, Fidelity Merrimack Str Tr Tota with a value of $12.8B, and Fidelity Covington Tr Blue Chi with a value of $10.5B.

Examining the 13F form we can see an increase of $16.6B in the current position value, from $132B to 149B.

Salus Financial Advisors, LLC is based out at Colorado Springs, CO

Below you can find more details about Salus Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Billion
ETFs: $130 Billion
Technology: $498 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $149 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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