account_balance

Investment manager · 13F filer · SEC CIK 1904423

Custos Family Office, LLC

Reported value$167Mas of Sep 30, 2026
Positions65 4 new, 6 sold out
Top 10 weight67.0%IVV alone is 20%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 20.3% Held
VWO Vanguard Intl Equity Index F 8.1% Held
FVAL Fidelity Covington Trust 5.9% Held
DGRO iShares Tr 5.9% Held
IEFA iShares Tr 5.5% Held
USMV iShares Tr 4.9% Held
VO Vanguard Index FDS 4.7% Held
IEMG iShares Inc 4.4% Held
QQQ Invesco QQQ Tr 3.6% Held
TLT iShares Tr 3.6% Held
AAPL Apple Inc. 3.3% Trimmed −4%
QUAL iShares Tr 3.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 19, 2026 filing
add_circleNew
  • CRWV $523K
  • VTEB $285K
  • KO $265K
  • WPRT $19.6K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist