StockDriftsStockDriftsTop 50 Cordatus Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | 7.69% | 144.5K | $35.0M | -8.49%(-13.40K) | $187.87(+36.97%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.9% | 92.9K | $26.9M | -0.18%(-166) | $231.06(+32.16%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.91% | 59.2K | $22.4M | -1.10%(-657) | $104.87(+275.45%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.95% | 48.2K | $18.0M | +0.64%(+308) | $167.23(+190.66%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.64% | 82.9K | $16.6M | -0.78%(-649) | $47.72(+373.70%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.06% | 39.4K | $13.9M | +0.01%(+2) | $121.11(+182.93%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.6% | 36.2K | $11.8M | -0.63%(-228) | $136.75(+166.70%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.45% | 15.0K | $11.2M | +98.26%(+7.42K) | $620.01(+25.05%) | 2026-06-30 | |
| IJT | ISHARES TR | 2.34% | 59.6K | $10.6M | +3911.37%(+58.12K) | $158.06(+12.75%) | 2026-06-30 | |
| WMT | WALMART INC | 1.98% | 79.4K | $9.0M | -0.89%(-714) | $36.73(+212.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.98% | +68.42% | +10.60% | +65.51% |
| Top 20 Holdings Unweighted | +16.45% | +57.93% | +10.32% | +63.39% |
Cordatus Wealth Management LLC reports $455.33M in US-listed equity holdings across 168 positions in its most recent 13F filing. Its largest disclosed positions are IWD (7.7%), AAPL (5.9%) and AVGO (4.9%). The top 20 holdings account for 53.5% of reported assets. Its disclosed equity book has returned +68.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cordatus Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1715862). View Cordatus Wealth Management LLC’s 13F filings on SEC