Salus Financial Advisors, LLC

Est. AUM

$171.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$43.1M	65994	25.14%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$24.1M	265686	14.03%	SOLE
3	ISHARES TR	CORE S&P US VLU	$23.0M	225265	13.43%	SOLE
4	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$14.3M	313851	8.35%	SOLE
5	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$10.4M	206806	6.04%	SOLE
6	FIDELITY COVINGTON TRUST	EMERG MKTS MLTFT	$8.1M	256973	4.73%	SOLE
7	FIDELITY COVINGTON TRUST	ENHANCED SMALL	$7.5M	198331	4.39%	SOLE
8	FIDELITY MERRIMACK STR TR	CORP BOND ETF	$7.4M	157664	4.33%	SOLE
9	ISHARES TR	SP SMCP600VL ETF	$4.5M	38344	2.65%	SOLE
10	FIDELITY MERRIMACK STR TR	LTD TRM BD ETF	$3.7M	73457	2.15%	SOLE
11	ISHARES TR	EAFE VALUE ETF	$3.4M	45921	1.99%	SOLE
12	ISHARES TR	MSCI EAFE ETF	$3.2M	32519	1.84%	SOLE
13	BITWISE BITCOIN ETF TR	SHS BEN INT	$2.9M	79276	1.70%	SOLE
14	BITWISE FUNDS TRUST	CRYPTO INDUSTRY	$2.7M	144004	1.58%	SOLE
15	ISHARES TR	RUSSELL 2000 ETF	$2.0M	8163	1.18%	SOLE
16	VANGUARD INDEX FDS	VALUE ETF	$1.8M	9306	1.06%	SOLE
17	ISHARES TR	MSCI EMG MKT ETF	$1.7M	29672	0.98%	SOLE
18	VICTORY PORTFOLIOS II	VCSHS US EQ INCM	$1.2M	17283	0.72%	SOLE
19	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$834K	22993	0.49%	SOLE
20	FIDELITY COVINGTON TRUST	ENHANCED INTL	$644K	17302	0.38%	SOLE
21	VANGUARD INDEX FDS	TOTAL STK MKT	$640K	1994	0.37%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$484K	1107	0.28%	SOLE
23	VANGUARD STAR FDS	VG TL INTL STK F	$480K	6222	0.28%	SOLE
24	ISHARES TR	S&P 500 VAL ETF	$415K	1965	0.24%	SOLE
25	ISHARES TR	S&P 500 GRWT ETF	$389K	3441	0.23%	SOLE
26	VANGUARD INDEX FDS	SM CP VAL ETF	$319K	1468	0.19%	SOLE
27	VANGUARD WORLD FD	HEALTH CAR ETF	$307K	1126	0.18%	SOLE
28	APPLE INC	COM	$304K	1199	0.18%	SOLE
29	VANGUARD WORLD FD	ESG US STK ETF	$280K	2491	0.16%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$279K	468	0.16%	SOLE
31	TARGET CORP	COM	$249K	2054	0.15%	SOLE
32	ISHARES TR	RUS 2000 GRW ETF	$246K	785	0.14%	SOLE
33	ISHARES TR	CORE 80/20 AGGRE	$230K	2594	0.13%	SOLE
34	JOHNSON & JOHNSON	COM	$221K	904	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.