Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

INVICTUS PRIVATE WEALTH, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

INVICTUS PRIVATE WEALTH, LLC (CIK 1939208) reported $1.62B across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($247.9M, 15.29%), QQQ ($209.9M, 12.94%), VUG ($185.9M, 11.46%), VO ($124.5M, 7.68%), VTV ($113.0M, 6.96%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$247.9M15.29%414,930Added
2QQQINVESCO QQQ TR$209.9M12.94%363,690Added
3VUGVANGUARD INDEX FDS$185.9M11.46%425,548Added
4VOVANGUARD INDEX FDS$124.5M7.68%433,617Added
5VTVVANGUARD INDEX FDS$113.0M6.96%575,730Added
6VBVANGUARD INDEX FDS$98.4M6.07%375,719Added
7VWOVANGUARD INTL EQUITY INDEX F$62.3M3.84%1.2MAdded
8COSTCOSTCO WHOLESALE CORPORATION$52.5M3.24%52,692Added
9AAPLAPPLE INC$51.0M3.15%200,995Added
10VHTVANGUARD WORLD FD$48.2M2.97%177,171Added
11NVDANVIDIA CORPORATION$46.8M2.88%268,212Added
12GOOGALPHABET INC$46.0M2.83%160,266Trimmed
13XLFSELECT SECTOR SPDR TR$45.4M2.80%919,245Added
14AVGOBROADCOM INC$42.8M2.64%138,254Trimmed
15MSFTMICROSOFT CORP$36.1M2.23%97,560Added
16AMZNAMAZON COM INC$30.6M1.88%146,711Added
17GSGOLDMAN SACHS GROUP INC$25.9M1.60%30,623Trimmed
18SPYSTATE STR SPDR S&P 500 ETF T$18.5M1.14%28,431Trimmed
19XOMEXXON MOBIL CORP$18.3M1.13%107,608Trimmed
20WMTWALMART INC$15.7M0.97%126,629Trimmed
21JPMJPMORGAN CHASE & CO$15.7M0.97%53,532Trimmed
22VGKVANGUARD INTL EQUITY INDEX F$12.5M0.77%151,069Added
23LQDISHARES TR$9.6M0.59%88,114Trimmed
24AAXJISHARES TR$6.1M0.38%63,482Added
25VOOGVANGUARD ADMIRAL FDS INC$5.9M0.37%14,521Hold

Source: SEC Form 13F filings · as of 2026-03-31