Portus Wealth Advisors, LLCETFConcentrated trader

CIK: 0002097516 | CHARLOTTE, NC

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	50	$121.6M	2026-10-13	SEC ↗
Q2 2026	13F-HR	50	$121.5M	2026-07-21	SEC ↗
Q1 2026	13F-HR	568	$106.2M	2026-04-22	SEC ↗
Q4 2025	13F-HR	52	$106.0M	2026-01-27	SEC ↗
Q3 2025	13F-HR	52	$100.3M	2025-11-20	SEC ↗