account_balance

Investment manager · 13F filer · SEC CIK 2097516

Portus Wealth Advisors, LLC

Reported value$122Mas of Sep 30, 2026

Positions50 2 new, 2 sold out

Top 10 weight61.0%ACWI alone is 16%

FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

ACWIiShares Tr

15.6%

SCHGSchwab Strategic Tr

11.0%

CWISPDR Index SHS FDS

7.3%

VTVVanguard Index FDS

6.6%

GRNYTidal Trust I

6.0%

SCHDSchwab Strategic Tr

3.7%Trimmed −2%

AAPLApple Inc.

3.0%Trimmed −7%

RSPTInvesco Exchange Traded Fd T

2.8%

NVDANVIDIA Corp

2.7%

EEMiShares Tr

2.4%

PANWPalo Alto Networks Inc

2.4%−3%

LRCXLam Research Corp

2.1%

ACWIiShares Tr

15.6%

SCHGSchwab Strategic Tr

11.0%

CWISPDR Index SHS FDS

7.3%

VTVVanguard Index FDS

6.6%

GRNYTidal Trust I

6.0%

SCHDSchwab Strategic Tr

3.7%

AAPL3.0%

RSPT2.8%

NVDA2.7%

EEM2.4%

PANW2.4%LRCX

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

ACWI iShares Tr 15.6% Held

SCHG Schwab Strategic Tr 11.0% Held

CWI SPDR Index SHS FDS 7.3% Held

VTV Vanguard Index FDS 6.6% Held

GRNY Tidal Trust I 6.0% Held

SCHD Schwab Strategic Tr 3.7% Trimmed −2%

AAPL Apple Inc. 3.0% Trimmed −7%

RSPT Invesco Exchange Traded Fd T 2.8% Held

NVDA NVIDIA Corp 2.7% Held

EEM iShares Tr 2.4% Added +2%

PANW Palo Alto Networks Inc 2.4% Trimmed −3%LRCX Lam Research Corp 2.1% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 21, 2026 filing

add_circleNew

SPGI $463K
VGT $201K

arrow_upwardAdded

VRT +11%
NFLX +10%
SPUU +6%
META +6%

arrow_downwardTrimmed

AGG −12%
AAPL −7%
GOOGL −7%
IVV −6%

remove_circleSold out

S&P Global Inc $424K
WMT $206K

Portus Wealth Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email