Cordatus Wealth Management LLC
All 13F Filings
- Location
- Newtown, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 455,332
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 168 | 455,332 | 13F-HR | Cordatus Wealth Management LLC |
| Q1 2026 | 4/29/2026 | 164 | 420,221 | 13F-HR | Cordatus Wealth Management LLC |
| 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 | 331.7 K | 72.9% | 25.93 K | 0 | 25.93 K |
| ETFs | 123.6 K | 27.1% | 9.172 K | 0 | 9.172 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
455,332
Holdings
168
QoQ value change ($000)
35,111
(8.4%)
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.