INVICTUS PRIVATE WEALTH, LLC - Portfolio overview

INVICTUS PRIVATE WEALTH, LLC has 94 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

  1. VOO - VANGUARD INDEX FDS, 15.21%
  2. QQQ - INVESCO QQQ TR, 12.88%
  3. VUG - VANGUARD INDEX FDS, 11.40%

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

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