13F Filings History of Portus Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$105,982,406
Signature - Title
Jill Rush - Compliance Manager
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Portus Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Portus Wealth Advisors, LLC reported 52 stock holdings with total value $105,982,406 as of Q4 2025. Top holdings included ACWI, SCHG, CWI, GRNY, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 52 $105,982,406 +$3,677,863 -$382,292 +$3,295,571 ACWI, SCHG, CWI, GRNY, VTV 13F-HR 27 Jan 2026, 14:20
Q3 2025 52 $100,279,382 $0 $0 $0 ACWI, SCHG, CWI, GRNY, SCHD 13F-HR 20 Nov 2025, 13:28