Portus Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q4 2025
Location
Charlotte, NC
CIK
0002097516
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2025
52
105,982
ACWI, SCHG, CWI, GRNY
13F-HR
1/27/2026
000209751626000001
Q3 2025
52
100,279
ACWI, SCHG, CWI, GRNY
13F-HR
11/20/2025
000209751625000002