Portus Wealth Advisors, LLC - Portfolio Stock Holdings
Portus Wealth Advisors, LLC disclosed 563 stock positions in a recent SEC 13F filing. $121,062,309 of stock holdings were filed, with the largest holdings including ACWI, SCHG, and CWI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $204,131,262 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
563Est. Stock Holding Value:
$121,062,309Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Portus Wealth Advisors, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...