Custos Family Office, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Custos Family Office, LLC held in its portfolio 60 assets valued at $146,505,179 (i.e. $146.51M).
The most valuable assets in the portfolio included: ISHARES TR ($30.91M), VANGUARD INTL EQUITY INDEX F ($12.33M), and ISHARES TR ($9.29M).
The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Custos Family Office, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 45127 | 30909454 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX F | 229260 | 12325040 | FTSE EMR MKT ETF |
| ISHARES TR | 133776 | 9286718 | CORE DIV GRWTH |
| FIDELITY COVINGTON TRUST | 127974 | 9248714 | VLU FACTOR ETF |
| ISHARES TR | 87678 | 8255737 | MSCI USA MIN VOL |
| ISHARES TR | 89240 | 7983423 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 25057 | 7272129 | MID CAP ETF |
| ISHARES TR | 78580 | 6849070 | 20 YR TR BD ETF |
| ISHARES INC | 84450 | 5676740 | CORE MSCI EMKT |
| INVESCO QQQ TR | 8387 | 5151995 | UNIT SER 1 |
| ISHARES TR | 25471 | 5059041 | MSCI USA QLT FCT |
| APPLE INC | 17443 | 4742071 | COM |
| SPDR S&P 500 ETF TR | 5553 | 3786978 | TR UNIT |
| ISHARES TR | 50324 | 2720012 | MSCI INDIA ETF |
| VANGUARD WHITEHALL FDS | 31819 | 2145582 | EM MK GOV BD ETF |
| CORE SCIENTIFIC INC NEW | 121306 | 1766215 | COM |
| VANGUARD INTL EQUITY INDEX F | 18095 | 1512954 | FTSE EUROPE ETF |
| TESLA INC | 3198 | 1438205 | COM |
| NVIDIA CORPORATION | 6604 | 1231719 | COM |
| ISHARES TR | 12051 | 1160295 | JPMORGAN USD EMG |
| MICROSOFT CORP | 2339 | 1131205 | COM |
| PEPSICO INC | 6763 | 970617 | COM |
| BOEING CO | 3577 | 776638 | COM |
| ALPHABET INC | 2289 | 716359 | CAP STK CL A |
| VANGUARD INDEX FDS | 2035 | 682415 | TOTAL STK MKT |
| BROADCOM INC | 1970 | 681765 | COM |
| AMAZON COM INC | 2688 | 620444 | COM |
| VANECK ETF TRUST | 7160 | 614109 | GOLD MINERS ETF |
| SCHWAB STRATEGIC TR | 22503 | 590260 | US BRD MKT ETF |
| JPMORGAN CHASE & CO. | 1773 | 571406 | COM |
| NIKE INC | 8901 | 567061 | CL B |
| VANGUARD INDEX FDS | 818 | 513059 | S&P 500 ETF SHS |
| SPDR GOLD TR | 1267 | 502125 | GOLD SHS |
| CROWDSTRIKE HLDGS INC | 1070 | 501573 | CL A |
| EXXON MOBIL CORP | 4043 | 486501 | COM |
| VISA INC | 1306 | 457903 | COM CL A |
| WALMART INC | 4037 | 449760 | COM |
| VANGUARD TAX-MANAGED FDS | 7084 | 442565 | VAN FTSE DEV MKT |
| BERKSHIRE HATHAWAY INC DEL | 877 | 440824 | CL B NEW |
| CISCO SYS INC | 5663 | 436233 | COM |
| META PLATFORMS INC | 658 | 434152 | CL A |
| ISHARES TR | 893 | 422725 | RUS 1000 GRW ETF |
| ALPHABET INC | 1333 | 418404 | CAP STK CL C |
| VANGUARD INSTL INDEX FD | 5346 | 403269 | 0-3 MO TREAS BIL |
| SABINE RTY TR | 5564 | 381523 | UNIT BEN INT |
| MASTERCARD INCORPORATED | 624 | 356267 | CL A |
| DISNEY WALT CO | 3074 | 349698 | COM |
| UNITEDHEALTH GROUP INC | 1041 | 343524 | COM |
| NORWEGIAN CRUISE LINE HLDG L | 14494 | 323506 | SHS |
| CATERPILLAR INC | 519 | 297581 | COM |
| CITIGROUP INC | 2541 | 296533 | COM NEW |
| ABBVIE INC | 1278 | 292099 | COM |
| BANK AMERICA CORP | 5020 | 276103 | COM |
| INTERNATIONAL BUSINESS MACHS | 930 | 275613 | COM |
| JOHNSON & JOHNSON | 1261 | 261062 | COM |
| MERCK & CO INC | 2068 | 217707 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 772 | 212556 | ORD SHS |
| MCDONALDS CORP | 687 | 209835 | COM |
| OPEN LENDING CORP | 25876 | 40108 | COM |
| SES AI CORPORATION | 10000 | 18000 | CL A COM |
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