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.
Custos Family Office, LLC (CIK 1904423) reported $146.5M across 60 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: IVV ($30.9M, 21.10%), VWO ($12.3M, 8.41%), DGRO ($9.3M, 6.34%), FVAL ($9.2M, 6.31%), USMV ($8.3M, 5.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $30.9M | 21.10% | 45,127 | Trimmed |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | $12.3M | 8.41% | 229,260 | Trimmed |
| 3 | DGRO | ISHARES TR | $9.3M | 6.34% | 133,776 | Trimmed |
| 4 | FVAL | FIDELITY COVINGTON TRUST | $9.2M | 6.31% | 127,974 | Trimmed |
| 5 | USMV | ISHARES TR | $8.3M | 5.64% | 87,678 | Trimmed |
| 6 | IEFA | ISHARES TR | $8.0M | 5.45% | 89,240 | Trimmed |
| 7 | VO | VANGUARD INDEX FDS | $7.3M | 4.96% | 25,057 | Trimmed |
| 8 | TLT | ISHARES TR | $6.8M | 4.67% | 78,580 | Trimmed |
| 9 | IEMG | ISHARES INC | $5.7M | 3.87% | 84,450 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $5.2M | 3.52% | 8,387 | Trimmed |
| 11 | QUAL | ISHARES TR | $5.1M | 3.45% | 25,471 | Trimmed |
| 12 | AAPL | APPLE INC | $4.7M | 3.24% | 17,443 | Trimmed |
| 13 | SPY | SPDR S&P 500 ETF TR | $3.8M | 2.58% | 5,553 | Trimmed |
| 14 | INDA | ISHARES TR | $2.7M | 1.86% | 50,324 | Trimmed |
| 15 | VWOB | VANGUARD WHITEHALL FDS | $2.1M | 1.46% | 31,819 | Trimmed |
| 16 | CORZ | CORE SCIENTIFIC INC NEW | $1.8M | 1.21% | 121,306 | Hold |
| 17 | VGK | VANGUARD INTL EQUITY INDEX F | $1.5M | 1.03% | 18,095 | Added |
| 18 | TSLA | TESLA INC | $1.4M | 0.98% | 3,198 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $1.2M | 0.84% | 6,604 | Hold |
| 20 | EMB | ISHARES TR | $1.2M | 0.79% | 12,051 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $1.1M | 0.77% | 2,339 | Added |
| 22 | PEP | PEPSICO INC | $970,617 | 0.66% | 6,763 | Trimmed |
| 23 | BA | BOEING CO | $776,638 | 0.53% | 3,577 | Hold |
| 24 | GOOGL | ALPHABET INC | $716,359 | 0.49% | 2,289 | Added |
| 25 | AVGO | BROADCOM INC | $681,765 | 0.47% | 1,970 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31