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Portfolio (Quarterly)
Guide ↗
Salus Financial Advisors, LLC
·
CIK 0002056601
13F Portfolio
$171M AUM
34 positions
Filed Apr 23, 2026
EDGAR ↗
← All Funds
Q1 2026
Q4 2025
·
All
1 New
12 Added
12 Reduced
2 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
MSFT
MICROSOFT CORP
Technology
513
$248K
0.15%
SOLD
2
GOOGL
ALPHABET INC
Communication Services
699
$219K
0.13%
SOLD
Sector Allocation
Financial Services
79.0%
Technology
8.2%
Consumer Defensive
6.7%
Healthcare
6.0%