Portus Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F: Q3 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
Q3 2025	52	100,279	ACWI, SCHG, CWI, GRNY	13F-HR	11/20/2025	000209751625000002