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Custos Family Office, LLC 13F Holdings
Holdings from the most recent 13F from Custos Family Office, LLC
Filed: 2025-07-21 (Q2 2025) | Holdings: 73 | Value: $313.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IVV - ISHARES TR | Reduce 11% $(5.4M) | 14.60% | $45.8M | +8.72% | +6.50% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Add 18% ($3.2M) | 6.64% | $20.8M | +7.00% | +8.14% | ||
| FVAL - FIDELITY COVINGTON TRUST | Add 1% ($146.4K) | 6.55% | $20.5M | ||||
| USMV - ISHARES TR | 6.39% | $20.0M | +2.05% | +2.10% | |||
| DGRO - ISHARES TR | Add 1% ($198.0K) | 5.80% | $18.2M | +9.12% | +6.03% | ||
| IEMG - ISHARES INC | Reduce 12% $(2.3M) | 5.48% | $17.2M | +9.24% | +9.52% | ||
| TLT - ISHARES TR | Add 129% ($9.2M) | 5.21% | $16.3M | +3.23% | +8.03% | ||
| IEFA - ISHARES TR | Add 2% ($349.6K) | 5.15% | $16.1M | +8.10% | +5.95% | ||
| VO - VANGUARD INDEX FDS | Add 3% ($387.0K) | 4.29% | $13.5M | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 7% $(998.5K) | 3.98% | $12.5M | ||||
| QUAL - ISHARES TR | Add 1% ($79.2K) | 3.88% | $12.2M | ||||
| QQQ - INVESCO QQQ TR | Add 1468% ($9.2M) | 3.13% | $9.8M | +8.87% | +7.42% | ||
| VYM - VANGUARD WHITEHALL FDS | 2.35% | $7.4M | |||||
| VTI - VANGUARD INDEX FDS | Add 9% ($613.3K) | 2.27% | $7.1M | +8.78% | +6.48% | ||
| SCHD - SCHWAB STRATEGIC TR | 2.24% | $7.0M | +4.95% | +1.30% | |||
| EMB - ISHARES TR | Add 1% ($48.8K) | 2.17% | $6.8M | +6.44% | +5.37% | ||
| INDA - ISHARES TR | Add 3% ($176.5K) | 1.98% | $6.2M | -2.46% | +1.49% | ||
| VOO - VANGUARD INDEX FDS | Reduce 1% $(34.1K) | 1.81% | $5.7M | +8.71% | +6.48% | ||
| VWOB - VANGUARD WHITEHALL FDS | 1.64% | $5.1M | +6.25% | +5.37% | |||
| AAPL - APPLE INC | Add 8% ($268.0K) | 1.11% | $3.5M | +30.84% | +21.40% | ||
| VXUS - VANGUARD STAR FDS | 0.98% | $3.1M | +9.30% | +7.38% | |||
| IWF - ISHARES TR | Reduce 6% $(188.1K) | 0.92% | $2.9M | +8.28% | +7.68% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 1% $(25.0K) | 0.72% | $2.3M | +10.12% | +7.00% | ||
| IVW - ISHARES TR | Reduce 3% $(77.2K) | 0.68% | $2.1M | +8.71% | +7.02% | ||
| CORZ - CORE SCIENTIFIC INC NEW | 0.66% | $2.1M | +24.19% | +33.73% | |||
| IWD - ISHARES TR | Reduce 7% $(141.4K) | 0.64% | $2.0M | +8.60% | +4.72% | ||
| IVE - ISHARES TR | Reduce 1% $(26.8K) | 0.62% | $1.9M | +8.71% | +5.83% | ||
| SCHG - SCHWAB STRATEGIC TR | 0.57% | $1.8M | +9.08% | +7.54% | |||
| GDX - VANECK ETF TRUST | Reduce 2% $(38.5K) | 0.53% | $1.7M | ||||
| VB - VANGUARD INDEX FDS | Reduce 10% $(166.8K) | 0.46% | $1.4M | +8.69% | +5.17% | ||
| VGK - VANGUARD INTL EQUITY INDEX F | Add 1% ($20.3K) | 0.44% | $1.4M | +6.95% | +4.38% | ||
| VOT - VANGUARD INDEX FDS | 0.42% | $1.3M | |||||
| SCHA - SCHWAB STRATEGIC TR | 0.39% | $1.2M | |||||
| MSFT - MICROSOFT CORP | Add 42% ($313.9K) | 0.34% | $1.1M | -6.02% | +2.04% | ||
| TSLA - TESLA INC | Add 4% ($40.0K) | 0.32% | $994.0K | +39.19% | +33.13% | ||
| NVDA - NVIDIA CORPORATION | Add 46% ($304.9K) | 0.31% | $966.4K | +2.16% | +5.22% | ||
| PEP - PEPSICO INC | Add 4% ($34.2K) | 0.28% | $883.0K | +8.77% | +9.41% | ||
| BA - BOEING CO | 0.24% | $749.5K | -10.48% | -5.13% | |||
| GUNR - FLEXSHARES TR | 0.23% | $716.8K | +12.63% | +7.10% | |||
| NKE - NIKE INC | New Purchase | 0.20% | $625.2K | -7.85% | -6.25% | ||
| CRWD - CROWDSTRIKE HLDGS INC | 0.17% | $545.0K | |||||
| SCHB - SCHWAB STRATEGIC TR | Reduce 2% $(10.6K) | 0.17% | $536.9K | ||||
| AMZN - AMAZON COM INC | New Purchase | 0.17% | $521.7K | -1.52% | -5.11% | ||
| META - META PLATFORMS INC | New Purchase | 0.17% | $519.8K | -9.99% | +2.47% | ||
| AVGO - BROADCOM INC | New Purchase | 0.16% | $502.8K | ||||
| JPM - JPMORGAN CHASE & CO. | Add 17% ($68.4K) | 0.15% | $466.3K | ||||
| V - VISA INC | Add 27% ($85.6K) | 0.13% | $404.5K | ||||
| DIS - DISNEY WALT CO | New Purchase | 0.12% | $379.6K | -7.58% | -6.35% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 18% ($57.8K) | 0.12% | $377.9K | +5.05% | +3.43% | ||
| XOM - EXXON MOBIL CORP | Add 23% ($71.0K) | 0.12% | $376.8K | +12.03% | +7.22% | ||
| BBEU - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| IEF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| SBR - SABINE RTY TR | Reduce 100% | 0.00% | $0.00 | ||||
| BBJP - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||