Salus Financial Advisors, LLC reported 10 positions worth $8.26M for the quarter ended Sep 30, 2026, up 83.5% on the prior quarter. It opened 4 new positions, added to 6, trimmed 0 and exited 1. Its largest holding is Bitwise Bitcoin ETF at 59.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BITB Bitwise Bitcoin ETF | +15.1K | +16.3% | $684.93K | 59.08% |
| MSFT Microsoft Corp | +1,196 | – | $613.43K | 7.42% |
| NVDA Nvidia Corp | +1,514 | – | $345.77K | 4.18% |
| META Meta Platforms, Inc. | +403 | – | $292.25K | 3.54% |
| GOOGL Alphabet Inc. | +827 | +124.2% | $284.55K | 6.22% |
| AMZN Amazon Com Inc | +1,006 | – | $250.65K | 3.03% |
| AAPL Apple Inc. | +400 | +34.0% | $133.21K | 6.35% |
| JNJ Johnson & Johnson | +158 | +17.5% | $41.83K | 3.4% |
| ECL Ecolab Inc. | +53 | +6.5% | $14.55K | 2.87% |
| TGT Target Corp | +6 | +0.3% | $940.14 | 3.91% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CAT Caterpillar Inc | -237 | -100.0% | $252.38K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CAT Caterpillar Inc | -237 | $252.38K | 5.6% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BITB Bitwise Bitcoin ETF | Others | 107.6K | $4.88M | 59.08% | +15.1K | +16.3% | Added | 0.16% |
| 2 | MSFT Microsoft Corp | Technology | 1,196 | $613.43K | 7.42% | +1,196 | – | New | 0% |
| 3 | AAPL Apple Inc. | Technology | 1,577 | $525.17K | 6.35% | +400 | +34.0% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 1,493 | $513.71K | 6.22% | +827 | +124.2% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 1,514 | $345.77K | 4.18% | +1,514 | – | New | 0% |
| 6 | TGT Target Corp | Consumer Discretionary | 2,060 | $322.78K | 3.91% | +6 | +0.3% | Added | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 403 | $292.25K | 3.54% | +403 | – | New | 0% |
| 8 | JNJ Johnson & Johnson | Healthcare | 1,062 | $281.15K | 3.4% | +158 | +17.5% | Added | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 1,006 | $250.65K | 3.03% | +1,006 | – | New | 0% |
| 10 | ECL Ecolab Inc. | Industrials | 863 | $236.96K | 2.87% | +53 | +6.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Salus Financial Advisors.
As of its Q3 2026 13F filing, Salus Financial Advisors, LLC’s five largest positions were Bitwise Bitcoin ETF (BITB) at 59.1%, Microsoft Corp (MSFT) at 7.4%, Apple Inc. (AAPL) at 6.4%, Alphabet Inc. (GOOGL) at 6.2%, Nvidia Corp (NVDA) at 4.2% of the reported portfolio.
Salus Financial Advisors, LLC reported a 13F portfolio worth $8.26M across 10 positions for Q3 2026. That is up 83.5% from the previous quarter.
Its largest purchases by value were Bitwise Bitcoin ETF ($684.93K), Microsoft Corp ($613.43K), Nvidia Corp ($345.77K). It opened 4 new positions.
Its largest sales by value were Caterpillar Inc ($252.38K). It exited 1 positions entirely.
From the Form 13F-HR reports Salus Financial Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.