Salus Financial Advisors, LLC - Portfolio overview

Salus Financial Advisors, LLC has 35 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 25.10%
2. IEFA - ISHARES TR, 14.01%
3. IUSV - ISHARES TR, 13.41%

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

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