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Richard Schultenover

Salus Financial Advisors, Llc

Assets Managed
$171.49M
Holdings
34
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
2.79%(2Q avg: 2.85%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Salus Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Salus Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 171.49M in assets, with a quarterly growth rate of 2.79% and a 2-quarter average growth rate of 2.85%. The portfolio is managed by Richard Schultenover, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.2%
25.14%
$43.108M
65,994 shares@ $653.22 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 9.31%
14.03%
$24.053M
265,686 shares@ $90.53 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 8.83%
13.44%
$23.033M
225,265 shares@ $102.26 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 5.34%
8.35%
$14.318M
313,851 shares@ $45.63 avg price
FBCG
Fidelity Blue Chip Growth
Recent Activity
Increased 11.92%
6.05%
$10.365M
206,806 shares@ $50.13 avg price
FDEM
Fidelity Emerg Markets Multi
Recent Activity
Decreased -9.34%
4.74%
$8.115M
256,973 shares@ $31.58 avg price
FESM
Fidelity Enhncd Smll Cp Etf
Recent Activity
Decreased -2.23%
4.4%
$7.537M
198,331 shares@ $38.01 avg price
FCOR
Fidelity Corporate Bond Etf
Recent Activity
Increased 8.19%
4.34%
$7.431M
157,664 shares@ $47.14 avg price
IJS
Ishares S&p Small-cap 600 Va
Recent Activity
Decreased -0.87%
2.65%
$4.542M
38,344 shares@ $118.46 avg price
FLTB
Fidelity Ltd Term Bond Etf
Recent Activity
Increased 11.13%
2.16%
$3.693M
73,457 shares@ $50.27 avg price

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