Portus Wealth Advisors, LLC — 13F quarterly changes | PlainFundData https://plainfunddata.com/fund/portus-wealth-advisors-llc Every reported quarter of 13F position changes for Portus Wealth Advisors, LLC, newest first -- real filing data, no fabricated history. en-us Portus Wealth Advisors, LLC: 2025-12-31 13F changes -- 52 sold https://plainfunddata.com/fund/portus-wealth-advisors-llc https://plainfunddata.com/feed/fund/portus-wealth-advisors-llc.xml#2025-12-31 Wed, 31 Dec 2025 00:00:00 GMT Portus Wealth Advisors, LLC's reported 13F position changes for the quarter ending 2025-12-31: 52 sold. Largest moves by dollar value: ISHARES TR (sold, $15,660,766); SCHWAB US LARGE CAP (sold, $12,545,290); SPDR INDEX SHS FDS (sold, $8,128,056). Portus Wealth Advisors, LLC: 2025-09-30 13F changes -- 52 new https://plainfunddata.com/fund/portus-wealth-advisors-llc https://plainfunddata.com/feed/fund/portus-wealth-advisors-llc.xml#2025-09-30 Tue, 30 Sep 2025 00:00:00 GMT Portus Wealth Advisors, LLC's reported 13F position changes for the quarter ending 2025-09-30: 52 new. Largest moves by dollar value: ISHARES TR (new, $15,660,766); SCHWAB US LARGE CAP (new, $12,545,290); SPDR INDEX SHS FDS (new, $8,128,056).