§ 13F · FUND PROFILE
Portus Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 52Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$106.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ACWI | ISHARES TR | 116K | $16.4T | 15.5% | NEW |
| 2 | SCHG | SCHWAB STRATEGIC TR | 397K | $13.0T | 12.2% | NEW |
| 3 | CWI | SPDR INDEX SHS FDS | 240K | $8.6T | 8.1% | NEW |
| 4 | GRNY | TIDAL TRUST I | 260K | $6.4T | 6.1% | NEW |
| 5 | VTV | VANGUARD INDEX FDS | 19K | $3.5T | 3.3% | NEW |
| 6 | SCHD | SCHWAB STRATEGIC TR | 126K | $3.4T | 3.3% | NEW |
| 7 | AAPL | APPLE INC | 12K | $3.3T | 3.1% | NEW |
| 8 | XLG | INVESCO EXCHANGE TRADED FD T | 50K | $2.9T | 2.8% | NEW |
| 9 | RSPT | INVESCO EXCHANGE TRADED FD T | 61K | $2.8T | 2.6% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 15K | $2.8T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PORTUS SIGNAL
AC read
Portus Wealth Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed