Custos Family Office, LLC
CIK: 0001904423SEC EDGAR →
Portfolio Value
$146.5B
Holdings
60
As of
Q4 2025
New Positions
60
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 45,127 | $30.9B | 21.10% |
| 2 | VANGUARD INTL EQUITY INDEX F | 229,260 | $12.3B | 8.41% |
| 3 | ISHARES TR | 133,776 | $9.3B | 6.34% |
| 4 | FIDELITY COVINGTON TRUST | 127,974 | $9.2B | 6.31% |
| 5 | ISHARES TR | 87,678 | $8.3B | 5.63% |
| 6 | ISHARES TR | 89,240 | $8.0B | 5.45% |
| 7 | VANGUARD INDEX FDS | 25,057 | $7.3B | 4.96% |
| 8 | ISHARES TR | 78,580 | $6.8B | 4.67% |
| 9 | ISHARES INC | 84,450 | $5.7B | 3.87% |
| 10 | INVESCO QQQ TR | 8,387 | $5.2B | 3.52% |
Quarterly Changes
New Positions (60)
$30.9B · 45K shares
$12.3B · 229K shares
$9.3B · 134K shares
$9.2B · 128K shares
$8.3B · 88K shares
$8.0B · 89K shares
$7.3B · 25K shares
$6.8B · 79K shares
$5.7B · 84K shares
$5.2B · 8K shares
$5.1B · 25K shares
$4.7B · 17K shares
$3.8B · 6K shares
$2.7B · 50K shares
$2.1B · 32K shares
$1.8B · 121K shares
$1.5B · 18K shares
$1.4B · 3K shares
$1.2B · 7K shares
$1.2B · 12K shares
$1.1B · 2K shares
$970.0M · 7K shares
$776.0M · 4K shares
$716.0M · 2K shares
$682.0M · 2K shares
$681.0M · 2K shares
$620.0M · 3K shares
$614.0M · 7K shares
$590.0M · 23K shares
$571.0M · 2K shares
$567.0M · 9K shares
$513.0M · 818 shares
$502.0M · 1K shares
$501.0M · 1K shares
$486.0M · 4K shares
$457.0M · 1K shares
$449.0M · 4K shares
$442.0M · 7K shares
$440.0M · 877 shares
$436.0M · 6K shares
$434.0M · 658 shares
$422.0M · 893 shares
$418.0M · 1K shares
$403.0M · 5K shares
$381.0M · 6K shares
$356.0M · 624 shares
$349.0M · 3K shares
$343.0M · 1K shares
$323.0M · 14K shares
$297.0M · 519 shares
$296.0M · 3K shares
$292.0M · 1K shares
$276.0M · 5K shares
$275.0M · 930 shares
$261.0M · 1K shares
$217.0M · 2K shares
$212.0M · 772 shares
$209.0M · 687 shares
$40.0M · 26K shares
$18.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $111.6B | 76.2% |
| Unknown | 5 | $14.4B | 9.8% |
| Technology | 9 | $11.0B | 7.5% |
| Consumer Cyclical | 6 | $3.2B | 2.2% |
| Communication Services | 4 | $1.9B | 1.3% |
| Consumer Defensive | 2 | $1.4B | 1.0% |
| Healthcare | 4 | $1.1B | 0.8% |
| Industrials | 2 | $1.1B | 0.7% |
| Energy | 2 | $867.0M | 0.6% |