Novus Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Novus Advisors, LLC reported 49 stock positions worth $48.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 12.6% of the portfolio, followed by SS US Sector Rotation (XLSR, 7.7%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 7.0%). Compared with Q1 2026, it opened 5 new positions, sold out of 3, added to 17 and reduced 24. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +13%) and the biggest sale SS Fi Sector Rotation (FISR, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002042508
- Portfolio Value
- $48.0M (Q2 2026)
- SEC Filing
- 0001754960-26-000641 ↗ filed Jul 28, 2026
Holdings Value
Holdings 49 stocks · $48.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 12.64% | 8,121 | $6.1M | Add +13.1% |
| XLSR SS US Sector Rotation | 7.66% | 56,666 | $3.7M | Reduce -2.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.98% | 38,097 | $3.3M | Add +2.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 6.88% | 65,512 | $3.3M | Reduce -24.4% |
| SPEM State Street SP PTF Em ETF | 6.21% | 57,570 | $3.0M | Add +4.7% |
| FISR SS Fi Sector Rotation | 4.83% | 90,314 | $2.3M | Reduce -27.8% |
| JNK SS SPDR BB High Yield Bond | 3.28% | 16,319 | $1.6M | Add +144.8% |
| CERY SS SPDR BBG En RY CM St N-Ui | 2.81% | 40,380 | $1.3M | Add +2.4% |
| IVV iShares Core S&P 500 ETF | 2.66% | 1,702 | $1.3M | Reduce -13.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.65% | 27,789 | $1.3M | Add +0.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.60% | 21,650 | $1.2M | Reduce -5.3% |
| IEFA iShares Core MSCI Eafe ETF | 2.31% | 11,495 | $1.1M | Reduce -0.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.99% | 36,380 | $954K | Add +60.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.96% | 13,933 | $941K | Reduce -1.6% |
| SCHZ Schwab US Aggregate Bond ETF | 1.84% | 38,126 | $882K | Reduce -0.7% |
| EMHC SS SPDR BB Em Usd Bond ETF | 1.83% | 34,477 | $877K | Add +2.8% |
| SRLN SS Blackstone Sr Loan ETF | 1.66% | 19,720 | $795K | Add +3.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.58% | 16,392 | $756K | Add +5.0% |
| GLD SPDR Gold Shares | 1.54% | 2,003 | $738K | Add +10.3% |
| GWX State Street SPDR S&P Intern | 1.50% | 16,494 | $722K | Reduce -0.6% |
| SPLB SS SPDR P Long Term C ETF | 1.48% | 31,761 | $711K | Reduce -3.4% |
| UNP Union Pacific Corp. | 1.40% | 2,464 | $670K | No change |
| TIPX SS SPDR BB 1-10YR Tips ETF | 1.33% | 33,803 | $640K | Add +3.2% |
| QUAL iShares MSCI USA Quality Fac | 1.27% | 2,767 | $607K | Reduce -12.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.25% | 8,842 | $601K | Reduce -9.2% |
| IVW iShares S&P 500 Growth ETF | 1.24% | 4,309 | $593K | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 1.19% | 4,184 | $572K | No change |
| IXUS iShares Core Intl Stock ETF | 1.08% | 5,422 | $517K | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 1.04% | 727 | $499K | Reduce -0.7% |
| MBB iShares MBS ETF | 0.98% | 4,994 | $472K | Add +0.4% |
| EBND State Street SPDR Bloomberg | 0.95% | 21,849 | $457K | Add +5.0% |
| EFV iShares MSCI Eafe Value ETF | 0.95% | 5,923 | $453K | Reduce -19.5% |
| IVE iShares S&P 500 Value ETF | 0.94% | 1,984 | $450K | Add +2.4% |
| IWF iShares Russell 1000 Growth | 0.92% | 3,560 | $442K | Reduce -1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.75% | 1,661 | $362K | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.67% | 1,342 | $320K | Reduce -0.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.65% | 2,513 | $313K | Reduce -7.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.65% | 3,876 | $312K | Reduce -0.1% |
| GOVT iShares US Treasury Bond ETF | 0.63% | 13,331 | $304K | Add +20.3% |
| IEMG iShares Core MSCI Emerging | 0.62% | 3,576 | $296K | Reduce -26.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.59% | 932 | $283K | Reduce -1.2% |
| SPAB SS SPDR P Agg Bond ETF | 0.58% | 10,967 | $280K | Reduce -48.5% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.58% | 6,104 | $278K | Add +4.7% |
| NVDA Nvidia Corp. | 0.51% | 1,214 | $243K | New |
| IYW iShares Ustechnology ETF | 0.49% | 936 | $236K | New |
| MUB iShares National Muni Bond E | 0.49% | 2,167 | $233K | No change |
| IJR iShares Core S&P Small-Cap E | 0.46% | 1,490 | $221K | New |
| ESGU iShares ESG Aware MSCI USA | 0.46% | 1,337 | $219K | New |
| MRVL Marvell Technology Inc. | 0.42% | 676 | $201K | New |
Portfolio Sells Q1 2026 → Q2 2026
| FISR SS Fi Sector Rotation | Reduce -27.8% | 4.83% | −2.37 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -24.4% | 6.88% | −1.96 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -48.5% | 0.58% | −0.64 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.57 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.55 |
| BINC iShares Flex I A ETF-Usd Inc. | Sold out | 0.00% | −0.47 |
| EFV iShares MSCI Eafe Value ETF | Reduce -19.5% | 0.95% | −0.28 |
| IVV iShares Core S&P 500 ETF | Reduce -13.4% | 2.66% | −0.21 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.7% | 1.84% | −0.16 |
| SPLB SS SPDR P Long Term C ETF | Reduce -3.4% | 1.48% | −0.15 |
| IEMG iShares Core MSCI Emerging | Reduce -26.3% | 0.62% | −0.14 |
| QUAL iShares MSCI USA Quality Fac | Reduce -12.0% | 1.27% | −0.08 |
| GWX State Street SPDR S&P Intern | Reduce -0.6% | 1.50% | −0.06 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -7.5% | 0.65% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.0% | 2.31% | −0.01 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -9.2% | 1.25% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.2% | 0.75% | +0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.1% | 1.08% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 0.65% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.2% | 0.59% | +0.04 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.67% | +0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -0.7% | 1.04% | +0.06 |
| IWF iShares Russell 1000 Growth | Reduce -1.1% | 0.92% | +0.06 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -1.6% | 1.96% | +0.09 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -5.3% | 2.60% | +0.13 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.2% | 1.24% | +0.14 |
| XLSR SS US Sector Rotation | Reduce -2.1% | 7.66% | +0.18 |
Portfolio Buys Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.1% | 12.64% | +2.20 |
| JNK SS SPDR BB High Yield Bond | Add +144.8% | 3.28% | +1.85 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +60.5% | 1.99% | +0.66 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.5% | 6.98% | +0.61 |
| NVDA Nvidia Corp. | New | 0.51% | +0.51 |
| IYW iShares Ustechnology ETF | New | 0.49% | +0.49 |
| IJR iShares Core S&P Small-Cap E | New | 0.46% | +0.46 |
| ESGU iShares ESG Aware MSCI USA | New | 0.46% | +0.46 |
| SPEM State Street SP PTF Em ETF | Add +4.7% | 6.21% | +0.45 |
| MRVL Marvell Technology Inc. | New | 0.42% | +0.42 |
| GOVT iShares US Treasury Bond ETF | Add +20.3% | 0.63% | +0.07 |
| IVE iShares S&P 500 Value ETF | Add +2.4% | 0.94% | +0.02 |
| EBND State Street SPDR Bloomberg | Add +5.0% | 0.95% | −0.01 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +4.7% | 0.58% | −0.02 |
| EMHC SS SPDR BB Em Usd Bond ETF | Add +2.8% | 1.83% | −0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +5.0% | 1.58% | −0.04 |
| SRLN SS Blackstone Sr Loan ETF | Add +3.2% | 1.66% | −0.06 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Add +3.2% | 1.33% | −0.07 |
| MBB iShares MBS ETF | Add +0.4% | 0.98% | −0.07 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +0.6% | 2.65% | −0.15 |
| GLD SPDR Gold Shares | Add +10.3% | 1.54% | −0.21 |
| CERY SS SPDR BBG En RY CM St N-Ui | Add +2.4% | 2.81% | −0.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $48.0M | SPY, XLSR, SPYM, SPDW, SPEM |
| Q1 2026 | 47 | $44.7M | SPY, SPDW, XLSR, FISR, SPYM |
| Q4 2025 | 47 | $44.7M | SPY, SPDW, XLSR, SPYM, SPEM |
| Q3 2025 | 45 | $43.6M | SPY, XLSR, SPDW, SPYM, SPEM |
| Q2 2025 | 76 | $65.5M | SPY, FISR, MSFT, SPYM, XLSR |
| Q1 2025 | 116 | $99.2M | SPY, SPDW, MSFT, BND, VTI |
| Q4 2024 | 112 | $100.4M | SPY, MSFT, BND, IVV, VTI |