10,000+ stock pitches from top investors available on joinyellowbrick.com
Custos Family Office, LLC 13F Holdings
Holdings from the most recent 13F from Custos Family Office, LLC
Filed: 2025-04-25 (Q1 2025) | Holdings: 67 | Value: $281.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IVV - ISHARES TR | Add 2% ($816.4K) | 16.44% | $46.4M | +24.43% | +15.87% | ||
| USMV - ISHARES TR | Reduce 1% $(178.4K) | 7.11% | $20.0M | +4.79% | +3.05% | ||
| FVAL - FIDELITY COVINGTON TRUST | 6.75% | $19.0M | |||||
| IEMG - ISHARES INC | Add 1% ($182.5K) | 6.21% | $17.5M | +25.64% | +14.63% | ||
| DGRO - ISHARES TR | Reduce 1% $(96.4K) | 6.17% | $17.4M | +19.21% | +10.70% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Add 1% ($162.1K) | 5.73% | $16.2M | +20.83% | +12.41% | ||
| IEFA - ISHARES TR | Reduce 2% $(320.7K) | 5.08% | $14.3M | +17.10% | +8.65% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce 2% $(251.2K) | 4.33% | $12.2M | ||||
| VO - VANGUARD INDEX FDS | 4.28% | $12.1M | |||||
| QUAL - ISHARES TR | Add 2% ($201.0K) | 4.01% | $11.3M | ||||
| SCHD - SCHWAB STRATEGIC TR | 2.64% | $7.4M | +10.97% | +6.92% | |||
| TLT - ISHARES TR | 2.61% | $7.3M | +1.45% | -2.06% | |||
| IEF - ISHARES TR | Reduce 1% $(109.2K) | 2.54% | $7.2M | +3.75% | +0.37% | ||
| VYM - VANGUARD WHITEHALL FDS | 2.53% | $7.1M | |||||
| EMB - ISHARES TR | Add 2% ($108.5K) | 2.34% | $6.6M | +10.38% | +4.04% | ||
| VTI - VANGUARD INDEX FDS | 2.09% | $5.9M | +24.69% | +16.06% | |||
| INDA - ISHARES TR | Add 3% ($150.7K) | 1.98% | $5.6M | -0.84% | -0.67% | ||
| VOO - VANGUARD INDEX FDS | Reduce 1% $(39.1K) | 1.83% | $5.2M | +24.43% | +15.87% | ||
| VWOB - VANGUARD WHITEHALL FDS | 1.79% | $5.1M | +10.08% | +4.02% | |||
| AAPL - APPLE INC | Add 2% ($52.6K) | 1.23% | $3.5M | +32.97% | +2.06% | ||
| VXUS - VANGUARD STAR FDS | 0.98% | $2.8M | +20.42% | +10.26% | |||
| IWF - ISHARES TR | Reduce 4% $(109.0K) | 0.93% | $2.6M | +29.21% | +20.89% | ||
| IWD - ISHARES TR | Reduce 2% $(52.9K) | 0.74% | $2.1M | +18.17% | +10.09% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 1% $(29.5K) | 0.72% | $2.0M | +20.53% | +9.74% | ||
| IVE - ISHARES TR | Add 2% ($29.9K) | 0.68% | $1.9M | +18.15% | +9.95% | ||
| IVW - ISHARES TR | Reduce 5% $(96.5K) | 0.66% | $1.9M | +30.07% | +21.26% | ||
| SCHG - SCHWAB STRATEGIC TR | 0.55% | $1.5M | +28.88% | +19.93% | |||
| GDX - VANECK ETF TRUST | 0.53% | $1.5M | |||||
| VB - VANGUARD INDEX FDS | 0.53% | $1.5M | +22.81% | +14.54% | |||
| VGK - VANGUARD INTL EQUITY INDEX F | 0.44% | $1.2M | +16.08% | +8.44% | |||
| SCHA - SCHWAB STRATEGIC TR | Add 1% ($14.9K) | 0.40% | $1.1M | ||||
| VOT - VANGUARD INDEX FDS | Reduce 23% $(340.3K) | 0.40% | $1.1M | ||||
| PEP - PEPSICO INC | 0.34% | $963.9K | +15.98% | +6.89% | |||
| CORZ - CORE SCIENTIFIC INC NEW | Add 132% ($500.0K) | 0.31% | $878.3K | +96.43% | +63.34% | ||
| TSLA - TESLA INC | Add 1% ($4.1K) | 0.28% | $778.3K | +58.82% | +12.67% | ||
| GUNR - FLEXSHARES TR | 0.25% | $693.5K | +21.90% | +8.84% | |||
| BA - BOEING CO | Add 6% ($34.1K) | 0.22% | $610.1K | +11.84% | +29.36% | ||
| MSFT - MICROSOFT CORP | Add 3% ($17.3K) | 0.20% | $561.0K | +22.74% | +30.99% | ||
| QQQ - INVESCO QQQ TR | 0.19% | $532.1K | +30.02% | +20.24% | |||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.18% | $514.7K | -16.91% | -32.31% | ||
| SCHB - SCHWAB STRATEGIC TR | 0.18% | $494.6K | |||||
| NVDA - NVIDIA CORPORATION | Add 2% ($10.5K) | 0.16% | $453.8K | +59.59% | +61.15% | ||
| CRWD - CROWDSTRIKE HLDGS INC | 0.13% | $377.3K | |||||
| SBR - SABINE RTY TR | 0.13% | $376.6K | +8.72% | +1.68% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.12% | $351.0K | -6.39% | -9.73% | ||
| BBJP - J P MORGAN EXCHANGE TRADED F | Reduce 7% $(25.8K) | 0.12% | $340.0K | +19.37% | +5.31% | ||
| XOM - EXXON MOBIL CORP | Reduce 66% $(648.1K) | 0.12% | $337.3K | +12.27% | +3.42% | ||
| JPM - JPMORGAN CHASE & CO. | New Purchase | 0.12% | $336.6K | ||||
| BBEU - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.11% | $316.3K | +15.83% | +7.42% | ||
| V - VISA INC | New Purchase | 0.11% | $314.8K | ||||
| NKE - NIKE INC | Reduce 100% | 0.00% | $0.00 | ||||
| RTX - RTX CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| NCLH - NORWEGIAN CRUISE LINE HLDG L | Reduce 100% | 0.00% | $0.00 | ||||
| CARR - CARRIER GLOBAL CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| AMZN - AMAZON COM INC | Reduce 100% | 0.00% | $0.00 | ||||