Custos Family Office, LLC Top Holdings and 13F Report (2025) About Custos Family Office, LLCInvestment ActivityCustos Family Office, LLC has $281.95 million in total holdings as of March 31, 2025.Custos Family Office, LLC owns shares of 67 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.15% of the portfolio was purchased this quarter.About 1.67% of the portfolio was sold this quarter.This quarter, Custos Family Office, LLC has purchased 70 new stocks and bought additional shares in 36 stocks.Custos Family Office, LLC sold shares of 21 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $46,355,569iShares MSCI USA Min Vol Factor ETF $20,042,333Fidelity Value Factor ETF $19,023,708iShares Core MSCI Emerging Markets ETF $17,519,647iShares Core Dividend Growth ETF $17,387,855 Largest New Holdings this Quarter 00287Y109 - AbbVie $239,350 Holding742718109 - Procter & Gamble $222,775 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,453 shares (about $816.44K)CORE SCIENTIFIC INC NEW 69,060 shares (about $499.99K)AbbVie 1,142 shares (about $239.35K)Procter & Gamble 1,307 shares (about $222.78K)iShares MSCI USA Quality Factor ETF 1,176 shares (about $200.97K) Largest Sales this Quarter Exxon Mobil 5,450 shares (about $648.12K)Vanguard Mid-Cap Growth ETF 1,391 shares (about $340.29K)iShares Core MSCI EAFE ETF 4,239 shares (about $320.68K)SPDR S&P 500 ETF Trust 449 shares (about $251.16K)iShares MSCI USA Min Vol Factor ETF 1,905 shares (about $178.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCustos Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$46,355,569$816,440 ▲1.8%82,49816.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$20,042,333$178,423 ▼-0.9%213,9907.1%ETFFVALFidelity Value Factor ETF$19,023,708$77,884 ▼-0.4%319,2436.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$17,519,647$182,527 ▲1.1%324,6186.2%ETFDGROiShares Core Dividend Growth ETF$17,387,855$96,439 ▼-0.6%281,4486.2%ETFVWOVanguard FTSE Emerging Markets ETF$16,168,828$162,121 ▲1.0%357,2435.7%ETFIEFAiShares Core MSCI EAFE ETF$14,316,373$320,680 ▼-2.2%189,2455.1%ETFSPYSPDR S&P 500 ETF Trust$12,209,626$251,162 ▼-2.0%21,8274.3%FinanceVOVanguard Mid-Cap ETF$12,074,511$42,931 ▼-0.4%46,6884.3%ETFQUALiShares MSCI USA Quality Factor ETF$11,296,572$200,968 ▲1.8%66,1044.0%ETFSCHDSchwab US Dividend Equity ETF$7,439,979$24,241 ▲0.3%266,0942.6%ETFTLTiShares 20+ Year Treasury Bond ETF$7,349,095$10,286 ▲0.1%80,7332.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$7,174,674$109,198 ▼-1.5%75,2302.5%ETFVYMVanguard High Dividend Yield ETF$7,128,553$5,287 ▲0.1%55,2772.5%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$6,603,128$108,527 ▲1.7%72,8902.3%ETFVTIVanguard Total Stock Market ETF$5,887,582$2,199 ▲0.0%21,4222.1%ETFINDAiShares MSCI India ETF$5,584,275$150,681 ▲2.8%108,4752.0%ETFVOOVanguard S&P 500 ETF$5,166,100$39,055 ▼-0.8%10,0531.8%ETFVWOBVanguard Emerging Markets Government Bond ETF$5,058,392$13,097 ▼-0.3%78,7911.8%ETFAAPLApple$3,479,836$52,644 ▲1.5%15,6661.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$2,753,034$6,086 ▲0.2%44,3321.0%ETFIWFiShares Russell 1000 Growth ETF$2,618,169$109,045 ▼-4.0%7,2510.9%ETFIWDiShares Russell 1000 Value ETF$2,093,653$52,873 ▼-2.5%11,1270.7%ETFVEAVanguard FTSE Developed Markets ETF$2,040,845$29,482 ▼-1.4%40,1500.7%ETFIVEiShares S&P 500 Value ETF$1,910,376$29,921 ▲1.6%10,0240.7%ETFIVWiShares S&P 500 Growth ETF$1,872,010$96,450 ▼-4.9%20,1660.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,541,858$1,728 ▲0.1%61,5760.5%ETFGDXVanEck Gold Miners ETF$1,501,4710.0%32,6620.5%ETFVBVanguard Small-Cap ETF$1,491,676$5,544 ▲0.4%6,7270.5%ETFVGKVanguard FTSE Europe ETF$1,236,941$5,055 ▲0.4%17,6180.4%ETFSCHASchwab US Small-Cap ETF$1,139,635$14,855 ▲1.3%48,6400.4%ETFVOTVanguard Mid-Cap Growth ETF$1,133,877$340,285 ▼-23.1%4,6350.4%ETFPEPPepsiCo$963,946$900 ▲0.1%6,4290.3%Consumer StaplesCORE SCIENTIFIC INC NEW$878,255$499,994 ▲132.2%121,3060.3%COMTSLATesla$778,257$4,147 ▲0.5%3,0030.3%Auto/Tires/TrucksGUNRFlexShares Global Upstream Natural Resources Index Fund$693,5350.0%17,8700.2%ETFBABoeing$610,057$34,110 ▲5.9%3,5770.2%AerospaceMSFTMicrosoft$560,980$17,272 ▲3.2%1,4940.2%Computer and TechnologyQQQInvesco QQQ$532,061$938 ▲0.2%1,1350.2%FinanceUNHUnitedHealth Group$514,659$173,298 ▲50.8%9830.2%MedicalSCHBSchwab US Broad Market ETF$494,6360.0%22,9740.2%ETFNVDANVIDIA$453,765$10,512 ▲2.4%4,1870.2%Computer and TechnologyCRWDCrowdStrike$377,2610.0%1,0700.1%Computer and TechnologySBRSabine Royalty Trust$376,6270.0%5,5640.1%EnergyBRK.BBerkshire Hathaway$350,970$28,759 ▲8.9%6590.1%FinanceBBJPJPMorgan BetaBuilders Japan ETF$339,979$25,820 ▼-7.1%6,0570.1%ETFXOMExxon Mobil$337,262$648,123 ▼-65.8%2,8360.1%EnergyJPMJPMorgan Chase & Co.$336,597$57,408 ▲20.6%1,3720.1%FinanceBBEUJPMorgan BetaBuilders Europe ETF$316,345$28,011 ▼-8.1%5,1160.1%ETFVVisa$314,797$2,454 ▲0.8%8980.1%Business ServicesAMZNAmazon.com$313,739$1,712 ▼-0.5%1,6490.1%Retail/WholesaleBBCAJPMorgan BetaBuilders Canada ETF$311,068$16,816 ▼-5.1%4,3470.1%ETFDISWalt Disney$302,130$1,382 ▲0.5%3,0610.1%Consumer DiscretionaryMETAMeta Platforms$297,409$4,611 ▼-1.5%5160.1%Computer and TechnologyGLDSPDR Gold Shares$293,327$2,593 ▲0.9%1,0180.1%FinanceNCLHNorwegian Cruise Line$274,8060.0%14,4940.1%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$258,351$27,072 ▼-9.5%4,4280.1%ETFWMTWalmart$253,766$54,159 ▲27.1%2,8910.1%Retail/WholesaleCSCOCisco Systems$251,822$25,731 ▲11.4%4,0810.1%Computer and TechnologyABBVAbbVie$239,350$239,350 ▲New Holding1,1420.1%MedicalGOOGLAlphabet$233,101$309 ▲0.1%1,5070.1%Computer and TechnologyAVGOBroadcom$228,397$77,528 ▲51.4%1,3640.1%Computer and TechnologyMAMastercard$225,776$1,096 ▲0.5%4120.1%Business ServicesPGProcter & Gamble$222,775$222,775 ▲New Holding1,3070.1%Consumer StaplesVXFVanguard Extended Market ETF$220,553$689 ▲0.3%1,2800.1%ETFPURECYCLE TECHNOLOGIES INC$121,1000.0%17,5000.0%COMLPROOpen Lending$71,4180.0%25,8760.0%FinanceNKENIKE$0$754,538 ▼-100.0%00.0%Consumer DiscretionaryRTXRTX$0$616,243 ▼-100.0%00.0%AerospaceCARRCarrier Global$0$343,456 ▼-100.0%00.0%Computer and TechnologyCVXChevron$0$244,198 ▼-100.0%00.0%EnergyOTISOtis Worldwide$0$232,947 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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