Salus Financial Advisors, LLC
Annual return '25
+19.3%
SPY '25
+17.7%
Alpha
+1.6ptsvs SPY
Invested
$171.5M
Holdings
36
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: New position (378 shares)
25.1%
02
$IEFA
ISHARES TR
Held since at least Q1 2024
14.0%
03
$IUSV
ISHARES TR
Held since at least Q1 2024
13.4%
04
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
8.3%
05
$FBCG
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
6.0%
06
$FDEM
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
4.7%
07
$FESM
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
4.4%
08
$FCOR
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
4.3%
09
$IJS
ISHARES TR
Held since at least Q1 2024
2.6%
10
$FLTB
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:08 UTC.