Long-term investor
Portus Wealth Advisors, LLC @portuswealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002097516).
Record
- Tracked since 2025-09-30 (342 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days +13.2% · 6 months +13.8% · 1 year n/a · all +13.8%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ACWI · 15.5% · long · since 2025-09-30
- SCHG · 10.4% · long · since 2025-09-30
- CWI · 7.4% · long · since 2025-09-30
- VTV · 6.7% · long · since 2025-09-30
- GRNY · 6.0% · long · since 2025-09-30
- SCHD · 3.7% · long · since 2025-09-30
- LRCX · 2.9% · long · since 2025-09-30
- AAPL · 2.8% · long · since 2025-09-30
- RSPT · 2.8% · long · since 2025-09-30
- CAT · 2.6% · long · since 2025-09-30
- EEM · 2.4% · long · since 2026-03-31
- NVDA · 2.3% · long · since 2025-09-30