Cordatus Wealth Management LLC
All 13F Filings
- Location
- Newtown, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 432,481
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 161 | 432,481 | 13F-HR | Cordatus Wealth Management LLC |
| Q3 2025 | 10/22/2025 | 161 | 424,150 | 13F-HR | Cordatus Wealth Management LLC |
| Q2 2025 | 8/11/2025 | 161 | 406,547 | 13F-HR | Cordatus Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 368.9 K | 85.3% | 8.88 K | 0 | 8.88 K |
| ETFs | 63.59 K | 14.7% | 0 | 545 | -545 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
432,481
Holdings
161
QoQ value change ($000)
8,331
(2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.