Portus Wealth Advisors, LLC
Portus Wealth Advisors, LLC reported 50 positions worth $121.5M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: ACWI (15.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ACWI | SH | $18.8M | 15.50% | 119,979 | — | — | |
| ▸ 2 | SCHG | SH | $12.6M | 10.37% | 372,412 | — | — | |
| ▸ 3 | CWI | SH | $9.0M | 7.38% | 220,496 | — | — | |
| ▸ 4 | VTV | SH | $8.1M | 6.70% | 37,333 | — | — | |
| ▸ 5 | GRNY | SH | $7.3M | 6.04% | 265,200 | — | — | |
| ▸ 6 | SCHD | SH | $4.5M | 3.67% | 140,793 | — | — | |
| ▸ 7 | LRCX | SH | $3.6M | 2.94% | 8,257 | — | — | |
| ▸ 8 | AAPL | SH | $3.4M | 2.78% | 11,656 | — | — | |
| ▸ 9 | RSPT | SH | $3.4M | 2.77% | 52,241 | — | — | |
| ▸ 10 | CAT | SH | $3.2M | 2.61% | 2,974 | — | — |
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Frequently Asked Questions
What stocks does Portus Wealth Advisors, LLC hold as of Q2 2026?
Portus Wealth Advisors, LLC reported 50 positions worth $121.5M in its Q2 2026 13F filing. Largest positions: ACWI (15.5%), SCHG (10.4%), CWI (7.4%), VTV (6.7%) and GRNY (6.0%).
What did Portus Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Portus Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.