Portus Wealth Advisors, LLC — 13F holdings

Portus Wealth Advisors, LLC reported 50 holdings worth $122M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. ACWI ISHARES TR — $18.9M (15.6%)
  2. SCHG SCHWAB STRATEGIC TR — $13.4M (11.0%)
  3. CWI SPDR INDEX SHS FDS — $8.93M (7.3%)
  4. VTV VANGUARD INDEX FDS — $7.99M (6.6%)
  5. GRNY TIDAL TRUST I — $7.27M (6.0%)
  6. SCHD SCHWAB STRATEGIC TR — $4.48M (3.7%)
  7. AAPL APPLE INC — $3.60M (3.0%)
  8. RSPT INVESCO EXCHANGE TRADED FD T — $3.41M (2.8%)
  9. NVDA NVIDIA CORPORATION — $3.23M (2.7%)
  10. EEM ISHARES TR — $2.94M (2.4%)