Portus Wealth Advisors, LLC Quant / Systematic

Location: Charlotte, NC

CIK: 0002097516 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 27, 2026

Total Value: $106M (100.0% shares, 0.0% debt)

Holdings (52)

ACWI ISHARES TR 15.5%
Value $16.39M Shares 115,853 Est. Cost $138.31 Unrealized
SCHG SCHWAB STRATEGIC TR 12.2%
Value $12.95M Shares 397,075 Est. Cost $31.91 Unrealized
CWI SPDR INDEX SHS FDS 8.1%
Value $8.611M Shares 239,740 Est. Cost $34.95 Unrealized
GRNY TIDAL TRUST I 6.1%
Value $6.445M Shares 260,306 Est. Cost $24.99 Unrealized
VTV VANGUARD INDEX FDS 3.3%
Value $3.542M Shares 18,544 Est. Cost $186.64 Unrealized
SCHD SCHWAB STRATEGIC TR 3.3%
Value $3.447M Shares 125,667 Est. Cost $27.30 Unrealized
AAPL APPLE INC 3.1%
Value $3.322M Shares 12,219 Est. Cost $227.35 Unrealized +18.0%
XLG INVESCO EXCHANGE TRADED FD T 2.8%
Value $2.95M Shares 49,758 Est. Cost $57.54 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 2.6%
Value $2.762M Shares 60,689 Est. Cost $44.59 Unrealized
NVDA NVIDIA CORPORATION 2.6%
Value $2.753M Shares 14,760 Est. Cost $174.72 Unrealized +6.5%
MSFT MICROSOFT CORP 2.3%
Value $2.472M Shares 5,112 Est. Cost $508.25 Unrealized -1.5%
SPY SPDR S&P 500 ETF TR 2.2%
Value $2.36M Shares 3,461 Est. Cost $666.43 Unrealized
SLQD ISHARES TR 2.2%
Value $2.29M Shares 45,164 Est. Cost $50.83 Unrealized
CAT CATERPILLAR INC 2.1%
Value $2.177M Shares 3,801 Est. Cost $427.86 Unrealized +29.8%
LRCX LAM RESEARCH CORP 2.0%
Value $2.144M Shares 12,526 Est. Cost $106.09 Unrealized +46.4%
AMZN AMAZON COM INC 1.9%
Value $2.019M Shares 8,746 Est. Cost $226.51 Unrealized +1.0%
QUAL ISHARES TR 1.8%
Value $1.93M Shares 9,719 Est. Cost $194.49 Unrealized
LLY ELI LILLY & CO 1.8%
Value $1.923M Shares 1,789 Est. Cost $755.84 Unrealized +26.4%
AVGO BROADCOM INC 1.8%
Value $1.893M Shares 5,469 Est. Cost $307.47 Unrealized +16.1%
JPM JPMORGAN CHASE & CO. 1.6%
Value $1.646M Shares 5,107 Est. Cost $296.37 Unrealized +4.4%
GOOGL ALPHABET INC 1.4%
Value $1.459M Shares 4,660 Est. Cost $209.20 Unrealized +36.5%
TSLA TESLA INC 1.3%
Value $1.415M Shares 3,146 Est. Cost $348.22 Unrealized +27.3%
AXP AMERICAN EXPRESS CO 1.3%
Value $1.382M Shares 3,734 Est. Cost $318.46 Unrealized +12.1%
IJH ISHARES TR 1.3%
Value $1.363M Shares 20,652 Est. Cost $65.30 Unrealized
PANW PALO ALTO NETWORKS INC 1.2%
Value $1.25M Shares 6,789 Est. Cost $192.00 Unrealized +5.1%
JNJ JOHNSON & JOHNSON 1.2%
Value $1.241M Shares 5,998 Est. Cost $171.07 Unrealized +15.2%
CVX CHEVRON CORP NEW 1.1%
Value $1.188M Shares 7,794 Est. Cost $152.23 Unrealized -0.5%
META META PLATFORMS INC 1.1%
Value $1.184M Shares 1,794 Est. Cost $734.73 Unrealized -9.2%
NUE NUCOR CORP 1.1%
Value $1.16M Shares 7,111 Est. Cost $141.15 Unrealized +6.1%
PEP PEPSICO INC 1.1%
Value $1.134M Shares 7,898 Est. Cost $140.43 Unrealized +3.9%
NFLX NETFLIX INC 0.7%
Value $769K Shares 8,204 Est. Cost $109.11 Unrealized -1.2%
AGG ISHARES TR 0.7%
Value $751K Shares 7,522 Est. Cost $100.25 Unrealized
ABBV ABBVIE INC 0.7%
Value $748K Shares 3,273 Est. Cost $202.71 Unrealized +12.2%
SHYG ISHARES TR 0.7%
Value $692K Shares 16,148 Est. Cost $43.30 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value $607K Shares 1,255 Est. Cost $448.15 Unrealized +6.3%
GS GOLDMAN SACHS GROUP INC 0.5%
Value $558K Shares 635 Est. Cost $740.03 Unrealized +9.9%
GEV GE VERNOVA INC 0.4%
Value $472K Shares 723 Est. Cost $606.18 Unrealized +0.5%
QCOM QUALCOMM INC 0.4%
Value $435K Shares 2,544 Est. Cost $157.20 Unrealized +8.6%
SCHX SCHWAB STRATEGIC TR 0.4%
Value $420K Shares 15,622 Est. Cost $26.35 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value $368K Shares 599 Est. Cost $600.65 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value $363K Shares 694 Est. Cost $527.79 Unrealized -6.4%
HON HONEYWELL INTL INC 0.3%
Value $340K Shares 1,745 Est. Cost $207.11 Unrealized -5.8%
SCHA SCHWAB STRATEGIC TR 0.3%
Value $322K Shares 11,300 Est. Cost $27.90 Unrealized
KKR KKR & CO INC 0.3%
Value $321K Shares 2,517 Est. Cost $138.50 Unrealized -10.3%
SHOP SHOPIFY INC 0.3%
Value $285K Shares 1,773 Est. Cost $135.57 Unrealized +18.4%
CSCO CISCO SYS INC 0.3%
Value $270K Shares 3,505 Est. Cost $67.46 Unrealized +9.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $268K Shares 534 Est. Cost $484.36 Unrealized +2.7%
IYW ISHARES TR 0.2%
Value $252K Shares 1,260 Est. Cost $195.86 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value $247K Shares 8,227 Est. Cost $29.64 Unrealized
IVV ISHARES TR 0.2%
Value $243K Shares 355 Est. Cost $668.97 Unrealized
ORCL ORACLE CORP 0.2%
Value $226K Shares 1,159 Est. Cost $254.17 Unrealized -6.3%
XLY SELECT SECTOR SPDR TR 0.2%
Value $217K Shares 1,820 Est. Cost $179.52 Unrealized