Portus Wealth Advisors, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 121,602
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 50 | 121,602 | 13F-HR | Portus Wealth Advisors, LLC |
| Q2 2026 | 7/21/2026 | 50 | 121,487 | 13F-HR | Portus Wealth Advisors, LLC |
| Q1 2026 | 4/22/2026 | 568 | 106,205 | 13F-HR | Portus Wealth Advisors, LLC |
| Q4 2025 | 1/27/2026 | 52 | 105,982 | 13F-HR | Portus Wealth Advisors, LLC |
| Q3 2025 | 11/20/2025 | 52 | 100,279 | 13F-HR | Portus Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 42.34 K | 34.8% | 0 | 610 | -610 |
| ETFs | 79.26 K | 65.2% | 721 | 0 | 721 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
121,602
Holdings
50
QoQ value change ($000)
115
(0.1%)
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.