Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Custos Family Office, LLC (CIK 1904423) reported $166.9M across 67 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($33.3M, 19.94%), VWO ($13.7M, 8.18%), DGRO ($9.9M, 5.91%), FVAL ($9.6M, 5.75%), IEFA ($9.2M, 5.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $33.3M | 19.94% | 44,434 | Added |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | $13.7M | 8.18% | 228,717 | Added |
| 3 | DGRO | ISHARES TR | $9.9M | 5.91% | 130,066 | Added |
| 4 | FVAL | FIDELITY COVINGTON TRUST | $9.6M | 5.75% | 123,100 | Added |
| 5 | IEFA | ISHARES TR | $9.2M | 5.52% | 95,412 | Added |
| 6 | USMV | ISHARES TR | $8.1M | 4.88% | 84,419 | Added |
| 7 | VO | VANGUARD INDEX FDS | $8.1M | 4.87% | 100,954 | Added |
| 8 | IEMG | ISHARES INC | $7.5M | 4.50% | 90,745 | Added |
| 9 | TLT | ISHARES TR | $6.6M | 3.95% | 76,217 | Added |
| 10 | QQQ | INVESCO QQQ TR | $6.0M | 3.58% | 8,105 | Added |
| 11 | QUAL | ISHARES TR | $5.3M | 3.19% | 24,257 | Trimmed |
| 12 | AAPL | APPLE INC | $5.1M | 3.04% | 17,514 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 2.78% | 6,221 | Added |
| 14 | CORZ | CORE SCIENTIFIC INC NEW | $3.1M | 1.86% | 121,306 | Hold |
| 15 | VTI | VANGUARD INDEX FDS | $3.0M | 1.77% | 7,982 | Added |
| 16 | VWOB | VANGUARD WHITEHALL FDS | $2.7M | 1.61% | 39,993 | Added |
| 17 | INDA | ISHARES TR | $2.5M | 1.48% | 49,957 | Added |
| 18 | VGK | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.98% | 18,428 | Added |
| 19 | MSFT | MICROSOFT CORP | $1.5M | 0.92% | 4,116 | Added |
| 20 | TSLA | TESLA INC | $1.5M | 0.88% | 3,482 | Added |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | $1.4M | 0.82% | 1,792 | Hold |
| 22 | EMB | ISHARES TR | $1.3M | 0.77% | 13,389 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $1.3M | 0.75% | 6,296 | Trimmed |
| 24 | PEP | PEPSICO INC | $989,463 | 0.59% | 7,308 | Added |
| 25 | COIN | COINBASE GLOBAL INC | $964,415 | 0.58% | 6,597 | Added |
Source: SEC Form 13F filings · as of 2026-06-30