Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cordatus Wealth Management LLC (CIK 1715862) reported $420.2M across 164 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWD ($33.7M, 8.03%), AAPL ($23.6M, 5.62%), AVGO ($18.5M, 4.41%), MSFT ($17.7M, 4.22%), NVDA ($14.6M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | $33.7M | 8.03% | 157,888 | Trimmed |
| 2 | AAPL | APPLE INC | $23.6M | 5.62% | 93,046 | Trimmed |
| 3 | AVGO | BROADCOM INC | $18.5M | 4.41% | 59,859 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $17.7M | 4.22% | 47,907 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $14.6M | 3.47% | 83,564 | Trimmed |
| 6 | GOOG | ALPHABET INC | $11.3M | 2.69% | 39,400 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $10.7M | 2.55% | 36,391 | Trimmed |
| 8 | WMT | WALMART INC | $10.0M | 2.37% | 80,148 | Trimmed |
| 9 | IJS | ISHARES TR | $9.5M | 2.26% | 80,110 | Added |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $8.3M | 1.97% | 104,185 | New |
| 11 | JNJ | JOHNSON & JOHNSON | $7.9M | 1.87% | 32,150 | Trimmed |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | $7.2M | 1.72% | 49,517 | New |
| 13 | SPLG | SPDR SERIES TRUST | $6.7M | 1.58% | 86,997 | New |
| 14 | AMZN | AMAZON COM INC | $6.6M | 1.57% | 31,737 | Trimmed |
| 15 | QQQ | INVESCO QQQ TR | $6.6M | 1.57% | 11,448 | Hold |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $6.0M | 1.43% | 6,014 | Added |
| 17 | IWF | ISHARES TR | $5.3M | 1.27% | 12,509 | Trimmed |
| 18 | META | META PLATFORMS INC | $5.3M | 1.26% | 9,278 | Added |
| 19 | IJJ | ISHARES TR | $5.3M | 1.26% | 39,882 | New |
| 20 | MCD | MCDONALDS CORP | $5.1M | 1.20% | 16,271 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $4.9M | 1.17% | 7,550 | Trimmed |
| 22 | GE | GE AEROSPACE | $4.8M | 1.13% | 16,791 | Trimmed |
| 23 | C | CITIGROUP INC | $4.5M | 1.07% | 39,830 | Trimmed |
| 24 | USMV | ISHARES TR | $4.5M | 1.06% | 48,104 | Trimmed |
| 25 | ADI | ANALOG DEVICES INC | $4.4M | 1.05% | 13,832 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31