Salus Financial Advisors, LLC has filed its latest 13F-HR report, revealing a total of $209.5 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions across various sectors.
Founded in Colorado Springs, Salus Financial Advisors operates in the financial advisory sector, focusing on asset management and investment services. The company is registered with the SEC and has been consistently filing its reports, with the most recent submission dated October 20, 2026. The firm is known for its commitment to transparency and regulatory compliance, which is crucial in the competitive financial advisory landscape.
The filing indicates that Salus Financial Advisors holds a diverse portfolio, with investments in major companies such as Alphabet Inc., Amazon.com Inc., Apple Inc., and Microsoft Corp. The report lists 43 different securities, highlighting the firm's strategic allocation of assets. Notably, the total value of these holdings amounts to approximately $209,531,658.
Among the key positions, Salus has invested in well-known tech giants like Alphabet and Apple, which are significant players in the technology sector. The firm also has stakes in healthcare companies like Johnson & Johnson, showcasing a balanced approach to investment. The filing reflects the firm's investment discretion, as it exercises sole authority over these holdings.
This update is essential for stakeholders and competitors alike, as it provides a glimpse into Salus Financial Advisors' market positioning and investment philosophy. The financial advisory industry is highly competitive, with firms constantly analyzing each other's moves to identify trends and opportunities. Salus's diverse portfolio may influence market strategies among its peers.
Looking ahead, the filing does not specify any immediate actions or upcoming events related to these holdings. However, the firm is expected to continue monitoring its investments and may adjust its strategies based on market conditions.
For those interested in the detailed breakdown of Salus Financial Advisors' holdings, the complete filing can be accessed through the SEC's EDGAR database, under accession number 0001951757-26-001701.