Novus Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Novus Advisors, LLC reported 47 stock positions worth $44.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.4% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 8.8%) and SS US Sector Rotation (XLSR, 7.5%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 27 and reduced 13. The biggest buy was SS Fi Sector Rotation (FISR, shares +28%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002042508
- Portfolio Value
- $44.7M (Q1 2026)
- SEC Filing
- 0001754960-26-000339 ↗ filed Apr 28, 2026
Holdings Value
Holdings 47 stocks · $44.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 10.45% | 7,181 | $4.7M | Reduce -19.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 8.84% | 86,600 | $4.0M | Reduce -7.0% |
| XLSR SS US Sector Rotation | 7.48% | 57,900 | $3.3M | Add +3.0% |
| FISR SS Fi Sector Rotation | 7.20% | 125,147 | $3.2M | Add +27.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.37% | 37,180 | $2.8M | Add +2.8% |
| SPEM State Street SP PTF Em ETF | 5.77% | 54,976 | $2.6M | Add +0.8% |
| CERY SS SPDR BBG En RY CM St N-Ui | 3.11% | 39,447 | $1.4M | Add +33.2% |
| IVV iShares Core S&P 500 ETF | 2.87% | 1,966 | $1.3M | Reduce -2.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.80% | 27,622 | $1.3M | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 2.47% | 22,863 | $1.1M | Reduce -20.9% |
| IEFA iShares Core MSCI Eafe ETF | 2.33% | 11,498 | $1.0M | Reduce -4.0% |
| SCHZ Schwab US Aggregate Bond ETF | 1.99% | 38,382 | $891K | Add +3.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.87% | 14,152 | $838K | Reduce -2.1% |
| EMHC SS SPDR BB Em Usd Bond ETF | 1.86% | 33,539 | $832K | Add +1.4% |
| GLD SPDR Gold Shares | 1.75% | 1,816 | $781K | Reduce -11.1% |
| SRLN SS Blackstone Sr Loan ETF | 1.72% | 19,107 | $767K | Add +3.4% |
| SPLB SS SPDR P Long Term C ETF | 1.63% | 32,863 | $730K | Add +209.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.61% | 15,618 | $721K | Add +0.9% |
| XOM Exxon Mobil Corp. | 1.59% | 4,184 | $710K | No change |
| GWX State Street SPDR S&P Intern | 1.57% | 16,600 | $701K | Reduce -3.9% |
| JNK SS SPDR BB High Yield Bond | 1.43% | 6,667 | $638K | Add +140.4% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 1.41% | 32,741 | $628K | Add +1.2% |
| QUAL iShares MSCI USA Quality Fac | 1.35% | 3,144 | $603K | Reduce -17.6% |
| UNP Union Pacific Corp. | 1.34% | 2,464 | $598K | No change |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.33% | 22,665 | $596K | Reduce -48.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.27% | 9,733 | $566K | Add +13.2% |
| EFV iShares MSCI Eafe Value ETF | 1.22% | 7,356 | $547K | Add +5.9% |
| SPAB SS SPDR P Agg Bond ETF | 1.22% | 21,291 | $545K | Add +45.1% |
| IVW iShares S&P 500 Growth ETF | 1.09% | 4,319 | $489K | Add +8.2% |
| MBB iShares MBS ETF | 1.06% | 4,976 | $472K | Add +3.8% |
| IXUS iShares Core Intl Stock ETF | 1.05% | 5,428 | $470K | New |
| VOO Vanguard S&P 500 ETF | 0.98% | 732 | $437K | Add +3.0% |
| EBND State Street SPDR Bloomberg | 0.96% | 20,803 | $429K | Add +1.3% |
| IVE iShares S&P 500 Value ETF | 0.91% | 1,937 | $409K | Add +19.9% |
| IWF iShares Russell 1000 Growth | 0.86% | 900 | $384K | Reduce -26.8% |
| IEMG iShares Core MSCI Emerging | 0.76% | 4,852 | $338K | Add +9.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.73% | 1,665 | $327K | Add +52.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.68% | 2,716 | $302K | Reduce -4.8% |
| AMZN Amazon.com Inc. | 0.63% | 1,350 | $281K | Reduce -0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.62% | 970 | $279K | Add +9.6% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.60% | 5,832 | $267K | Add +25.4% |
| XLG Invesco S&P 500 Top 50 ETF | 0.57% | 4,700 | $256K | Add +32.5% |
| GOVT iShares US Treasury Bond ETF | 0.57% | 11,078 | $254K | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.55% | 943 | $247K | Add +0.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.55% | 2,662 | $244K | New |
| MUB iShares National Muni Bond E | 0.51% | 2,167 | $230K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.47% | 4,026 | $209K | New |
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -19.7% | 10.45% | −3.18 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -48.2% | 1.33% | −1.26 |
| DLN Wisdomtree US Largecap Divid | Sold out | 0.00% | −0.70 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -20.9% | 2.47% | −0.56 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.46 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.45 |
| IWF iShares Russell 1000 Growth | Reduce -26.8% | 0.86% | −0.44 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -7.0% | 8.84% | −0.40 |
| QUAL iShares MSCI USA Quality Fac | Reduce -17.6% | 1.35% | −0.35 |
| IVV iShares Core S&P 500 ETF | Reduce -2.4% | 2.87% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.63% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.0% | 2.33% | −0.07 |
| GLD SPDR Gold Shares | Reduce -11.1% | 1.75% | −0.06 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -4.8% | 0.68% | −0.05 |
| GWX State Street SPDR S&P Intern | Reduce -3.9% | 1.57% | −0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -2.1% | 1.87% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| FISR SS Fi Sector Rotation | Add +27.9% | 7.20% | +1.53 |
| CERY SS SPDR BBG En RY CM St N-Ui | Add +33.2% | 3.11% | +1.22 |
| SPLB SS SPDR P Long Term C ETF | Add +209.0% | 1.63% | +1.10 |
| IXUS iShares Core Intl Stock ETF | New | 1.05% | +1.05 |
| JNK SS SPDR BB High Yield Bond | Add +140.4% | 1.43% | +0.82 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.55% | +0.55 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.47% | +0.47 |
| SPAB SS SPDR P Agg Bond ETF | Add +45.1% | 1.22% | +0.38 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +52.6% | 0.73% | +0.26 |
| IVE iShares S&P 500 Value ETF | Add +19.9% | 0.91% | +0.15 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +25.4% | 0.60% | +0.12 |
| EFV iShares MSCI Eafe Value ETF | Add +5.9% | 1.22% | +0.11 |
| XLG Invesco S&P 500 Top 50 ETF | Add +32.5% | 0.57% | +0.10 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +13.2% | 1.27% | +0.10 |
| IEMG iShares Core MSCI Emerging | Add +9.1% | 0.76% | +0.09 |
| SPEM State Street SP PTF Em ETF | Add +0.8% | 5.77% | +0.06 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.5% | 1.99% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.6% | 0.62% | +0.05 |
| MBB iShares MBS ETF | Add +3.8% | 1.06% | +0.04 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Add +1.2% | 1.41% | +0.03 |
| SRLN SS Blackstone Sr Loan ETF | Add +3.4% | 1.72% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.2% | 0.55% | +0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +0.9% | 1.61% | +0.00 |
| GOVT iShares US Treasury Bond ETF | Add +0.3% | 0.57% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Add +8.2% | 1.09% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +3.0% | 0.98% | −0.02 |
| EBND State Street SPDR Bloomberg | Add +1.3% | 0.96% | −0.02 |
| EMHC SS SPDR BB Em Usd Bond ETF | Add +1.4% | 1.86% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.8% | 6.37% | −0.12 |
| XLSR SS US Sector Rotation | Add +3.0% | 7.48% | −0.35 |
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 |