SEC Form 13F

Portus Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$121,487,383
Positions50

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRACWIMSCI ACWI ETF$18,833,182119,979
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$12,602,420372,412
SPDR INDEX SHS FDSCWIST STR ACWI ETF$8,967,553220,496
VANGUARD INDEX FDSVTVVALUE ETF$8,136,02537,333
TIDAL TRUST IGRNYFUND GRAN US ETF$7,332,789265,200
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$4,464,552140,793
LAM RESEARCH CORPLRCXCOM NEW$3,578,2118,257
APPLE INCAAPLCOM$3,372,90711,656
INVESCO EXCHANGE TRADED FD TRSPTS&P500 EQL TEC$3,369,52952,241
CATERPILLAR INCCATCOM$3,167,1972,974

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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