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SALUS FINANCIAL ADVISORS, LLC 13F portfolio summary

SALUS FINANCIAL ADVISORS, LLC of SALUS FINANCIAL ADVISORS, LLC has 34 current stock holdings with a reported portfolio value of $171.5M. The portfolio 1 year return is +15.79%. Top holdings include FCOR (0.00%), IVV (26.28%), IEFA (14.66%), IUSV (14.04%), FBND (8.73%).

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SALUS FINANCIAL ADVISORS, LLC

SALUS FINANCIAL ADVISORS, LLC
Latest filing: 2026-03-31

SALUS FINANCIAL ADVISORS, LLC runs SALUS FINANCIAL ADVISORS, LLC and currently holds 34 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $171.49M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SALUS FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SALUS FINANCIAL ADVISORS, LLC's portfolio at SALUS FINANCIAL ADVISORS, LLC has delivered returns of +15.79%. Their 3-year annualized return is +14.21%. Looking at the 5-year horizon, SALUS FINANCIAL ADVISORS, LLC has achieved +14.21% annualized returns at SALUS FINANCIAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.79%
#0/1000
3 Year
+14.21%
#0/1000
5 Year
+14.21%
#0/1000

Portfolio Value

$171.49M

Alpha Score

12.9

#0 of 1000

Holdings

34

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change