Salus Financial Advisors, LLC

RIA/Wealth

Salus Financial Advisors, LLC is a RIA/Wealth led by James J Spinelli, reporting $397.1M in AUM as of Q3 2025 with 98% ETF concentration, 85% concentrated in top 10 holdings, and 26% allocation to IVV.

CEOJames J Spinelli

Portfolio Value: $162.1M
Positions: 32
Top Holding: IVV at 26.38%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in Salus Financial Advisors, LLC's portfolio (85% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$42.8M	26.38%	+$1.2M Bought	— 63.9K shares	Q4 2024 Held for 11 months
2 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$20.4M	12.59%	+$1.4M Bought	— 233.8K shares	Q1 2025 Held for 8 months
3 iShares Core S&P U.S. Value IUSV	ETF ETF	$20.3M	12.52%	+$588.9K Bought	— 203.1K shares	Q4 2024 Held for 11 months
4 Fidelity Total Bond FBND	ETF ETF	$13.8M	8.54%	+$882.5K Bought	— 299.4K shares	Q4 2024 Held for 11 months
5 Fidelity Blue Chip Growth FBCG	ETF ETF	$10.5M	6.47%	-$1.1M Sold	— 195.4K shares	Q1 2025 Held for 8 months
6 Fidelity Emerging Markets Multifactor FDEM	ETF ETF	$8.5M	5.23%	+$120.5K Bought	— 282.1K shares	Q4 2024 Held for 11 months
7 Fidelity Enhanced Small Cap ETF FESM	ETF ETF	$7.3M	4.53%	+$170.4K Bought	— 200.9K shares	Q4 2024 Held for 11 months
8 Fidelity Corporate Bond FCOR	ETF ETF	$6.7M	4.11%	+$145.9K Bought	— 139.0K shares	Q4 2024 Held for 11 months
9 iShares S&P Small-Cap 600 Value IJS	ETF ETF	$4.2M	2.56%	+$84.7K Bought	— 37.6K shares	Q4 2024 Held for 11 months
10 Bitwise Crypto Industry Innovators BITQ	ETF ETF	$3.4M	2.08%	+$85.5K Bought	— 134.7K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Salus Financial Advisors, LLC's latest filing

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Market Value

$162.1M

Prior: $148.8M

Q/Q Change

+8.96%

+$13.3M

Net Flows % of MV

+1.82%

Turnover Ratio

2.24%

New Purchases

0 stocks

Added To

15 stocks

+$5.1M

Sold Out Of

1 stocks

$250.8K

Reduced Holdings

6 stocks

-$1.9M

Increased Positions

Position	Shares Δ	Change
1 iShares Core MSCI EAFE ETF IEFA	+7.58%	217.3K → 233.8K +$1.4M
2 Fidelity Total Bond FBND	+6.81%	280.3K → 299.4K +$882.5K
3 Fidelity Limited Term Bond FLTB	+5.07%	60.1K → 63.1K +$154.2K
4 BITB Bitwise Bitcoin BITB	+4.81%	39.5K → 41.4K +$118.0K
5 iShares Core S&P U.S. Value IUSV	+2.99%	197.2K → 203.1K +$588.9K

Decreased Positions

Position	Shares Δ	Change
1 Fidelity Enhanced Large Cap Growth FELG	Sold	6.8K → 0 −$250.8K
2 Fidelity Enhanced Large Cap Core FELC	-39.25%	37.6K → 22.8K −$550.0K
3 Fidelity Enhanced International FENI	-20.57%	21.7K → 17.3K −$157.8K
4 Fidelity Blue Chip Growth FBCG	-9.87%	216.8K → 195.4K −$1.1M
5 iShares Core Aggressive Allocation AOA	-9.78%	3.1K → 2.8K −$26.4K