Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2025-12-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$30.9M21.10%45,127Trimmed
2VWOVANGUARD INTL EQUITY INDEX F$12.3M8.41%229,260Trimmed
3DGROISHARES TR$9.3M6.34%133,776Trimmed
4FVALFIDELITY COVINGTON TRUST$9.2M6.31%127,974Trimmed
5USMVISHARES TR$8.3M5.64%87,678Trimmed
6IEFAISHARES TR$8.0M5.45%89,240Trimmed
7VOVANGUARD INDEX FDS$7.3M4.96%25,057Trimmed
8TLTISHARES TR$6.8M4.67%78,580Trimmed
9IEMGISHARES INC$5.7M3.87%84,450Trimmed
10QQQINVESCO QQQ TR$5.2M3.52%8,387Trimmed
11QUALISHARES TR$5.1M3.45%25,471Trimmed
12AAPLAPPLE INC$4.7M3.24%17,443Trimmed
13SPYSPDR S&P 500 ETF TR$3.8M2.58%5,553Trimmed
14INDAISHARES TR$2.7M1.86%50,324Trimmed
15VWOBVANGUARD WHITEHALL FDS$2.1M1.46%31,819Trimmed
16CORZCORE SCIENTIFIC INC NEW$1.8M1.21%121,306Hold
17VGKVANGUARD INTL EQUITY INDEX F$1.5M1.03%18,095Added
18TSLATESLA INC$1.4M0.98%3,198Trimmed
19NVDANVIDIA CORPORATION$1.2M0.84%6,604Hold
20EMBISHARES TR$1.2M0.79%12,051Trimmed
21MSFTMICROSOFT CORP$1.1M0.77%2,339Added
22PEPPEPSICO INC$970,6170.66%6,763Trimmed
23BABOEING CO$776,6380.53%3,577Hold
24GOOGLALPHABET INC$716,3590.49%2,289Added
25AVGOBROADCOM INC$681,7650.47%1,970Trimmed

Source: SEC Form 13F filings · as of 2025-12-31