Cordatus Wealth Management LLC - Portfolio overview
Cordatus Wealth Management LLC has 201 reported holdings in this dataset, with the latest filing dated 2026-04-29.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- IWD - ISHARES TR, 7.53%
- AAPL - APPLE INC, 5.27%
- AVGO - BROADCOM INC, 4.13%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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