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: 2025-10-16 (Q3 2025) | Holdings: 65 | Value: $176.9M | 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 | Reduce 34% $(16.7M) | 18.48% | $32.7M | +3.39% | |||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 34% $(7.8M) | 8.51% | $15.1M | -0.22% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 10% $(1.3M) | 6.88% | $12.2M | ||||
| DGRO - ISHARES TR | Reduce 44% $(8.5M) | 6.12% | $10.8M | +3.95% | |||
| FVAL - FIDELITY COVINGTON TRUST | Reduce 53% $(11.6M) | 5.93% | $10.5M | ||||
| USMV - ISHARES TR | Reduce 53% $(10.9M) | 5.34% | $9.5M | +1.33% | |||
| TLT - ISHARES TR | Reduce 45% $(7.4M) | 5.15% | $9.1M | -3.60% | |||
| IEFA - ISHARES TR | Reduce 49% $(8.2M) | 4.89% | $8.7M | +2.45% | |||
| VO - VANGUARD INDEX FDS | Reduce 40% $(5.6M) | 4.81% | $8.5M | ||||
| IEMG - ISHARES INC | Reduce 59% $(11.1M) | 4.38% | $7.7M | +0.59% | |||
| QQQ - INVESCO QQQ TR | Reduce 32% $(3.4M) | 4.10% | $7.2M | +2.62% | |||
| QUAL - ISHARES TR | Reduce 49% $(6.4M) | 3.72% | $6.6M | ||||
| AAPL - APPLE INC | Add 3% ($122.2K) | 2.51% | $4.4M | +12.31% | |||
| VWOB - VANGUARD WHITEHALL FDS | Reduce 28% $(1.5M) | 2.13% | $3.8M | +1.33% | |||
| INDA - ISHARES TR | Reduce 41% $(2.4M) | 1.93% | $3.4M | -2.08% | |||
| CORZ - CORE SCIENTIFIC INC NEW | 1.23% | $2.2M | -11.41% | ||||
| TSLA - TESLA INC | Add 3% ($46.7K) | 0.81% | $1.4M | +7.86% | |||
| VGK - VANGUARD INTL EQUITY INDEX F | 0.81% | $1.4M | +2.86% | ||||
| EMB - ISHARES TR | Reduce 80% $(5.6M) | 0.79% | $1.4M | +1.40% | |||
| NVDA - NVIDIA CORPORATION | Add 8% ($90.9K) | 0.70% | $1.2M | -2.86% | |||
| MSFT - MICROSOFT CORP | Add 10% ($109.8K) | 0.68% | $1.2M | -5.82% | |||
| PEP - PEPSICO INC | Add 3% ($24.2K) | 0.54% | $963.4K | -1.07% | |||
| GUNR - FLEXSHARES TR | 0.44% | $782.3K | +4.36% | ||||
| BA - BOEING CO | 0.44% | $772.0K | -3.10% | ||||
| VTI - VANGUARD INDEX FDS | Reduce 91% $(7.0M) | 0.38% | $666.1K | +3.38% | |||
| AVGO - BROADCOM INC | Add 10% ($60.1K) | 0.37% | $661.9K | ||||
| NKE - NIKE INC | Add 1% ($3.5K) | 0.35% | $617.1K | +1.91% | |||
| META - META PLATFORMS INC | Add 14% ($70.5K) | 0.33% | $587.8K | -8.89% | |||
| SCHB - SCHWAB STRATEGIC TR | 0.33% | $579.2K | |||||
| AMZN - AMAZON COM INC | Add 7% ($38.2K) | 0.32% | $560.3K | +5.42% | |||
| JPM - JPMORGAN CHASE & CO. | Add 10% ($53.0K) | 0.32% | $560.1K | ||||
| GOOGL - ALPHABET INC | New Purchase | 0.31% | $556.2K | ||||
| GDX - VANECK ETF TRUST | Reduce 78% $(1.9M) | 0.31% | $543.2K | ||||
| CRWD - CROWDSTRIKE HLDGS INC | 0.30% | $524.7K | |||||
| GLD - SPDR GOLD TR | New Purchase | 0.25% | $450.7K | ||||
| XOM - EXXON MOBIL CORP | Add 14% ($56.4K) | 0.25% | $450.5K | +7.37% | |||
| V - VISA INC | Add 14% ($56.3K) | 0.25% | $445.3K | ||||
| SBR - SABINE RTY TR | New Purchase | 0.25% | $442.1K | +3.47% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 13% ($49.8K) | 0.25% | $440.9K | +1.94% | |||
| WMT - WALMART INC | New Purchase | 0.24% | $424.7K | +9.11% | |||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 82% $(2.0M) | 0.24% | $421.4K | +3.32% | |||
| IWF - ISHARES TR | Reduce 87% $(2.8M) | 0.24% | $417.9K | +1.88% | |||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.23% | $411.1K | -1.95% | |||
| VBIL - VANGUARD INSTL INDEX FD | New Purchase | 0.23% | $399.2K | +0.62% | |||
| CSCO - CISCO SYS INC | New Purchase | 0.22% | $386.5K | +12.66% | |||
| NCLH - NORWEGIAN CRUISE LINE HLDG L | New Purchase | 0.20% | $357.0K | -8.39% | |||
| MA - MASTERCARD INCORPORATED | New Purchase | 0.20% | $354.7K | +3.52% | |||
| DIS - DISNEY WALT CO | 0.20% | $351.9K | +1.69% | ||||
| ABBV - ABBVIE INC | New Purchase | 0.19% | $345.0K | -1.85% | |||
| GOOG - ALPHABET INC | New Purchase | 0.18% | $323.7K | ||||
| VOT - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| VYM - VANGUARD WHITEHALL FDS | Reduce 100% | 0.00% | $0.00 | ||||
| SCHD - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| IWD - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHA - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| IVW - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VXUS - VANGUARD STAR FDS | Reduce 100% | 0.00% | $0.00 | ||||
| SCHG - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| VOO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| IVE - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VB - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||