Portus Wealth Advisors, LLC
Portus Wealth Advisors, LLC reported 50 holdings worth US$122M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Portus Wealth Advisors, LLC reported 50 holdings worth US$122M as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Palo Alto Networks, Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$122M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 10,819 | US$3.6M | 3.0% |
| Nvidia Corporation | 14,148 | US$3.23M | 2.7% |
| Palo Alto Networks, Inc. | 7,198 | US$2.86M | 2.4% |
| Lam Research Corporation | 7,856 | US$2.58M | 2.1% |
| Caterpillar, Inc. | 2,994 | US$2.43M | 2.0% |
| Microsoft Corp. | 4,520 | US$2.32M | 1.9% |
| Amazon.com, Inc. | 7,918 | US$1.97M | 1.6% |
| Eli Lilly And Company | 1,677 | US$1.94M | 1.6% |
| Meta Platforms, Inc. | 2,416 | US$1.75M | 1.4% |
| Ge Vernova Inc. | 1,831 | US$1.74M | 1.4% |
| Nucor Corporation | 7,299 | US$1.71M | 1.4% |
| Jp Morgan Chase & Co. | 5,107 | US$1.69M | 1.4% |
| Broadcom Inc. | 4,801 | US$1.69M | 1.4% |
| Chevron Corporation | 8,155 | US$1.67M | 1.4% |
| Johnson & Johnson | 6,071 | US$1.61M | 1.3% |
| Micron Technology, Inc. | 1,244 | US$1.32M | 1.1% |
| American Express Company | 4,206 | US$1.28M | 1.1% |
| Tesla, Inc. | 2,991 | US$1.06M | 0.87% |
| Netflix, Inc. | 14,962 | US$1.04M | 0.86% |
| Pepsico, Inc. | 7,111 | US$901K | 0.74% |
| Alphabet Inc (google) Class C | 2,320 | US$798K | 0.66% |
| Goldman Sachs Group, Inc. (the) | 788 | US$710K | 0.58% |
| Lockheed Martin Corporation | 1,253 | US$638K | 0.52% |
| S&p Global Inc. | 1,175 | US$463K | 0.38% |
| Cisco Systems, Inc. | 3,270 | US$352K | 0.29% |
| Berkshire Hathaway Inc. | 543 | US$270K | 0.22% |
| Vertiv Holdings, Llc | 1,118 | US$270K | 0.22% |
| Shopify Inc. | 1,773 | US$263K | 0.22% |
| Cipher Digital Inc. | 11,776 | US$186K | 0.15% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related