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Salus Financial Advisors, LLC
Salus Financial Advisors, LLC is an SEC-registered investment adviser headquartered in Denver, Colorado. Founded in 2011, the firm manages investment portfolios and provides financial planning services primarily to individual investors, including both high-net-worth and retail clients. Salus maintains a small team, focusing on customized wealth management and investment solutions for U.S.-based clients.
Investment Strategy
Salus Financial Advisors builds and manages diversified portfolios with a focus on liquid public securities. Their investment philosophy emphasizes long-term growth and risk management through allocation among equities, fixed income, and ETFs tailored to client goals. The firm primarily serves individuals and high-net-worth clients, with discretionary and non-discretionary account management that aims for broad diversification, low costs, and tax efficiency.
Latest 13F Filing Activity
Salus Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 33 equity positions with a total 13F market value of $149M. The fund increased holdings in Ishares TR, Fidelity Merrimack STR TR, Ishares TR among other positions. Salus Financial Advisors, LLC reduced exposure to Fidelity Covington Trust, World Gold TR, SPDR Gold TR among others.
Top Holdings
Equity Positions (33)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 25.91% | $38.6M | 62,103 | $570.63 | $620.90 | +$4.2M |
I IUSV | ISHARES TR | 12.54% | $18.7M | 197,166 | $92.66 | $94.63 | +$1.8M |
I IEFA | ISHARES TR | 12.19% | $18.1M | 217,300 | $82.67 | $83.48 | +$16.4M |
F FBND | FIDELITY MERRIMACK STR TR | 8.62% | $12.8M | 280,343 | $44.89 | $45.75 | +$363.0K |
F FBCG | FIDELITY COVINGTON TRUST | 7.03% | $10.5M | 216,821 | $41.56 | $48.24 | +$3.5M |
Industry Allocation
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