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

  1. IWD - ISHARES TR, 7.53%
  2. AAPL - APPLE INC, 5.27%
  3. 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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