Portus Wealth Advisors, LLC
Portus Wealth Advisors, LLC reported 50 holdings worth US$121M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Portus Wealth Advisors, LLC reported 50 holdings worth US$121M as of Jun 30, 2026. Largest: Lam Research Corporation, Apple Inc and Caterpillar, Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$121M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lam Research Corporation | 8,257 | US$3.58M | 2.9% |
| Apple Inc | 11,656 | US$3.37M | 2.8% |
| Caterpillar, Inc. | 2,974 | US$3.17M | 2.6% |
| Nvidia Corporation | 14,207 | US$2.84M | 2.3% |
| Palo Alto Networks, Inc. | 7,392 | US$2.52M | 2.1% |
| Ge Vernova Inc. | 1,790 | US$2.1M | 1.7% |
| Eli Lilly And Company | 1,706 | US$2.05M | 1.7% |
| Broadcom Inc. | 5,091 | US$1.92M | 1.6% |
| Amazon.com, Inc. | 7,989 | US$1.9M | 1.6% |
| Microsoft Corp. | 4,586 | US$1.71M | 1.4% |
| Jp Morgan Chase & Co. | 5,126 | US$1.68M | 1.4% |
| Nucor Corporation | 7,183 | US$1.6M | 1.3% |
| Johnson & Johnson | 6,055 | US$1.54M | 1.3% |
| Micron Technology, Inc. | 1,229 | US$1.42M | 1.2% |
| American Express Company | 4,109 | US$1.39M | 1.1% |
| Chevron Corporation | 8,000 | US$1.33M | 1.1% |
| Meta Platforms, Inc. | 2,280 | US$1.28M | 1.1% |
| Tesla, Inc. | 2,982 | US$1.25M | 1.0% |
| Netflix, Inc. | 13,651 | US$975K | 0.80% |
| Pepsico, Inc. | 7,112 | US$963K | 0.79% |
| Alphabet Inc (google) Class C | 2,496 | US$892K | 0.73% |
| Goldman Sachs Group, Inc. (the) | 754 | US$762K | 0.63% |
| Lockheed Martin Corporation | 1,246 | US$635K | 0.52% |
| Cisco Systems, Inc. | 3,290 | US$386K | 0.32% |
| Vertiv Holdings, Llc | 1,006 | US$337K | 0.28% |
| Berkshire Hathaway Inc. | 542 | US$271K | 0.22% |
| Cipher Digital Inc. | 9,640 | US$236K | 0.19% |
| Walmart Inc. | 1,820 | US$206K | 0.17% |
| Shopify Inc. | 1,773 | US$202K | 0.17% |
| Ciena Corporation | 0 | US$0 | 0.00% |
| Centene Corporation | 0 | US$0 | 0.00% |
| Cbre Group Inc | 0 | US$0 | 0.00% |
| Capital One Financial Corporation | 0 | US$0 | 0.00% |
| Brown & Brown, Inc. | 0 | US$0 | 0.00% |
| Booking Holdings Inc. Common Stock | 0 | US$0 | 0.00% |
| Block, Inc. | 0 | US$0 | 0.00% |
| Becton, Dickinson And Company | 0 | US$0 | 0.00% |
| Ball Corporation | 0 | US$0 | 0.00% |
| Arthur J. Gallagher & Co. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Archer-daniels-midland Company | 0 | US$0 | 0.00% |
| Ameren Corporation | 0 | US$0 | 0.00% |
| Pinterest, Inc. | 0 | US$0 | 0.00% |
| Allstate Corporation (the) | 0 | US$0 | 0.00% |
| Arista Networks, Inc. | 0 | US$0 | 0.00% |
| Albemarle Corporation | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
| Visa Inc. | 0 | US$0 | 0.00% |
| Compass, Inc. | 0 | US$0 | 0.00% |
| Axon Enterprise, Inc. | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |
| Snowflake Inc. | 0 | US$0 | 0.00% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Boeing Company (the) | 0 | US$0 | 0.00% |
| Aflac Incorporated | 0 | US$0 | 0.00% |
| Adobe Inc. | 0 | US$0 | 0.00% |
| Oneok, Inc. | 0 | US$0 | 0.00% |
| Carvana Co. | 0 | US$0 | 0.00% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Bank Of America Corporation | 0 | US$0 | 0.00% |
| The Cigna Group | 0 | US$0 | 0.00% |
| American Electric Power Company, Inc. | 0 | US$0 | 0.00% |
| Brown Forman Inc | 0 | US$0 | 0.00% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |
| Skyworks Solutions, Inc. | 0 | US$0 | 0.00% |
| Jones Lang Lasalle Incorporated | 0 | US$0 | 0.00% |
| Sap Se | 0 | US$0 | 0.00% |
| Blackstone Inc. | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Norfolk Southern Corporation | 0 | US$0 | 0.00% |
| Draftkings Inc. | 0 | US$0 | 0.00% |
| Intel Corporation | 0 | US$0 | 0.00% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| Strategy Inc | 0 | US$0 | 0.00% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 0 | US$0 | 0.00% |
| Zebra Technologies Corporation | 0 | US$0 | 0.00% |
| Danaher Corporation | 0 | US$0 | 0.00% |
| Csx Corporation | 0 | US$0 | 0.00% |
| Coterra Energy Inc. | 0 | US$0 | 0.00% |
| Emerson Electric Company | 0 | US$0 | 0.00% |
| Butterfly Network, Inc. | 0 | US$0 | 0.00% |
| Phillips 66 | 0 | US$0 | 0.00% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |
| Digital Realty Trust, Inc. | 0 | US$0 | 0.00% |
| Costar Group, Inc. | 0 | US$0 | 0.00% |
| Riot Platforms, Inc. | 0 | US$0 | 0.00% |
| Consolidated Edison, Inc. | 0 | US$0 | 0.00% |
| Sentinelone, Inc. | 0 | US$0 | 0.00% |
| Comfort Systems Usa, Inc. | 0 | US$0 | 0.00% |
| Asml Holding Nv | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Cintas Corporation | 0 | US$0 | 0.00% |
| Take-two Interactive Software, Inc. | 0 | US$0 | 0.00% |
| Callaway Golf Company | 0 | US$0 | 0.00% |
| Crowdstrike Holdings, Inc. | 0 | US$0 | 0.00% |
| Texas Pacific Land Corporation | 0 | US$0 | 0.00% |
| Aerovironment, Inc. | 0 | US$0 | 0.00% |
Every holding of Portus Wealth Advisors, LLC
Source
View original at SEC
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