Intellus Advisors LLC
RIA/Wealth
Intellus Advisors LLC is a RIA/Wealth based in Naples, FL led by Kearsley Barton Lewis, reporting $1.2B in AUM as of Q3 2025 with 52% ETF concentration and 55% concentrated in top 10 holdings.
CEOKearsley Barton Lewis
- Portfolio Value
- $731.1M
- Positions
- 133
- Top Holding
- QQQ at 10.27%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Intellus Advisors LLC's portfolio (55% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $75.1M | 10.27% | +$377.0K Bought | — 125.0K shares | |
Unknown Unknown | $49.0M | 6.70% | +$345.1K Bought | — 673.0K shares | |
Unknown Unknown | $47.3M | 6.47% | +$470.2K Bought | — 219.0K shares | |
ETF ETF | $43.7M | 5.98% | +$10.8M Bought | — 695.2K shares | |
ETF ETF | $42.3M | 5.79% | +$3.9M Bought | — 689.7K shares | |
ETF ETF | $37.2M | 5.09% | +$759.4K Bought | — 1.0M shares | |
ETF ETF | $32.4M | 4.43% | +$570.1K Bought | — 469.2K shares | |
ETF ETF | $28.0M | 3.83% | -$2.5M Sold | — 605.3K shares | |
ETF ETF | $25.1M | 3.43% | -$7.5M Sold | — 365.8K shares | |
ETF ETF | $22.1M | 3.03% | +$237.0K Bought | — 329.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Intellus Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Intellus Advisors LLC
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