Portus Wealth Advisors, LLC - Portfolio overview

Portus Wealth Advisors, LLC has 568 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. ACWI - ISHARES TR, 15.31%
2. SCHG - SCHWAB STRATEGIC TR, 10.02%
3. CWI - SPDR INDEX SHS FDS, 9.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.