StockDriftsStockDriftsTop 50 Custos Family Office LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 20% | 44.4K | $33.3M | +0.06%(+26) | $449.37(+70.89%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 8.21% | 228.7K | $13.7M | +0.07%(+157) | $41.37(+45.89%) | 2026-06-30 | |
| DGRO | ISHARES TR | 5.92% | 130.1K | $9.9M | +0.90%(+1.16K) | $53.64(+45.87%) | 2026-06-30 | |
| FVAL | FIDELITY COVINGTON TRUST | 5.77% | 123.1K | $9.6M | +0.40%(+488) | $51.96(+58.44%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.54% | 95.4K | $9.2M | +2.63%(+2.44K) | $70.16(+41.81%) | 2026-06-30 | |
| USMV | ISHARES TR | 4.89% | 84.4K | $8.1M | +1.11%(+929) | $79.18(+25.81%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 4.89% | 101.0K | $8.1M | +1.80%(+1.78K) | $57.33(+41.35%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.52% | 90.7K | $7.5M | +3.16%(+2.78K) | $55.01(+50.10%) | 2026-06-30 | |
| TLT | ISHARES TR | 3.96% | 76.2K | $6.6M | +1.11%(+836) | $93.34(-13.36%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.59% | 8.1K | $6.0M | +0.61%(+49) | $508.04(+40.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.09% | +48.50% | — | — | +30.32% |
| Top 20 Holdings Unweighted | +12.92% | +44.00% | — | — | +21.34% |
Custos Family Office LLC reports $166.90M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are IVV (20.0%), VWO (8.2%) and DGRO (5.9%). The top 20 holdings account for 85.55% of reported assets. Its disclosed equity book has returned +48.50% 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 Custos Family Office LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904423). View Custos Family Office LLC’s 13F filings on SEC