Institutions / Cordatus Wealth Management LLC
Cordatus Wealth Management LLC
CIK 1715862 · Institution · as of Dec 31, 2025
Portfolio value
$432.48M
Positions
161
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 161 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $34.22M | 7.9% |
| Apple Inc. | $26.25M | 6.1% |
| Microsoft Corp | $23.06M | 5.3% |
| Broadcom Inc. | $20.90M | 4.8% |
| Alphabet Inc. | $15.91M | 3.7% |
| NVIDIA Corp | $15.86M | 3.7% |
| JPMorgan Chase & Co | $11.75M | 2.7% |
| Walmart Inc. | $8.99M | 2.1% |
| iShares Tr | $8.90M | 2.1% |
| SPDR S&P 500 ETF Tr | $7.81M | 1.8% |
| Amazon.com Inc | $7.35M | 1.7% |
| Invesco Qqq Tr | $7.03M | 1.6% |
| Johnson & Johnson | $6.68M | 1.5% |
| iShares Tr | $6.18M | 1.4% |
| Meta Platforms Inc | $6.04M | 1.4% |
| iShares Tr | $5.71M | 1.3% |
| Salesforce Inc | $5.61M | 1.3% |
| Mcdonald'S Corp | $5.24M | 1.2% |
| General Electric Co | $5.22M | 1.2% |
| Costco Wholesale Corp /New | $5.11M | 1.2% |
| ELI LILLY & Co | $4.70M | 1.1% |
| Citigroup Inc | $4.66M | 1.1% |
| Bank of America Corp /De | $4.63M | 1.1% |
| iShares Tr | $4.62M | 1.1% |
| iShares MSCI UAE ETF | $4.59M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.