Detalus Advisors, LLC - Portfolio overview

Detalus Advisors, LLC has 200 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 13.42%
2. SPLG - SPDR SERIES TRUST, 11.82%
3. IVW - ISHARES TR, 5.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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