Custos Family Office, LLC Top Holdings and 13F Report (2025) About Custos Family Office, LLCInvestment ActivityCustos Family Office, LLC has $285.83 million in total holdings as of December 31, 2024.Custos Family Office, LLC owns shares of 70 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 8.50% of the portfolio was purchased this quarter.About 0.61% of the portfolio was sold this quarter.This quarter, Custos Family Office, LLC has purchased 55 new stocks and bought additional shares in 34 stocks.Custos Family Office, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $47,709,528Fidelity Value Factor ETF $19,721,205iShares MSCI USA Min Vol Factor ETF $19,169,354iShares Core Dividend Growth ETF $17,359,767iShares Core MSCI Emerging Markets ETF $16,774,957 Largest New Holdings this Quarter Exxon Mobil $891,287 HoldingRTX $616,243 HoldingBoeing $597,729 HoldingAmazon.com $363,749 HoldingCarrier Global $343,456 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 177,118 shares (about $4.84M)iShares Core MSCI EAFE ETF 19,222 shares (about $1.35M)Schwab U.S. Large-Cap Growth ETF 46,147 shares (about $1.29M)Vanguard FTSE Emerging Markets ETF 27,149 shares (about $1.20M)iShares MSCI USA Min Vol Factor ETF 13,251 shares (about $1.18M) Largest Sales this Quarter iShares Russell 1000 Growth ETF 1,251 shares (about $502.40K)SPDR S&P 500 ETF Trust 572 shares (about $335.24K)iShares Russell 1000 Value ETF 1,178 shares (about $218.07K)VanEck Gold Miners ETF 1,407 shares (about $47.71K)JPMorgan BetaBuilders Europe ETF 658 shares (about $36.47K) 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$47,709,528$944,831 ▲2.0%81,04516.7%ETFFVALFidelity Value Factor ETF$19,721,205$852,278 ▲4.5%320,5506.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$19,169,354$1,176,559 ▲6.5%215,8956.7%ETFDGROiShares Core Dividend Growth ETF$17,359,767$932,306 ▲5.7%283,0096.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$16,774,957$642,359 ▲4.0%321,2365.9%ETFVWOVanguard FTSE Emerging Markets ETF$15,575,242$1,195,643 ▲8.3%353,6615.4%ETFIEFAiShares Core MSCI EAFE ETF$13,598,034$1,350,920 ▲11.0%193,4844.8%ETFSPYSPDR S&P 500 ETF Trust$13,055,716$335,243 ▼-2.5%22,2764.6%FinanceVOVanguard Mid-Cap ETF$12,375,673$818,019 ▲7.1%46,8544.3%ETFQUALiShares MSCI USA Quality Factor ETF$11,562,428$521,242 ▲4.7%64,9284.0%ETFSCHDSchwab US Dividend Equity ETF$7,246,001$4,838,863 ▲201.0%265,2272.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$7,060,828$373,311 ▲5.6%76,3752.5%ETFVYMVanguard High Dividend Yield ETF$7,047,518$6,124 ▲0.1%55,2362.5%ETFTLTiShares 20+ Year Treasury Bond ETF$7,040,526$569,303 ▲8.8%80,6202.5%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$6,383,475$483,311 ▲8.2%71,6922.2%ETFVTIVanguard Total Stock Market ETF$6,206,030$3,768 ▲0.1%21,4142.2%ETFINDAiShares MSCI India ETF$5,556,028$724,587 ▲15.0%105,5481.9%ETFVOOVanguard S&P 500 ETF$5,457,415$3,233 ▲0.1%10,1291.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$4,988,530$109,565 ▲2.2%78,9951.7%ETFAAPLApple$3,863,759$236,148 ▲6.5%15,4291.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$3,033,290$502,402 ▼-14.2%7,5531.1%ETFVXUSVanguard Total International Stock ETF$2,606,735$16,618 ▲0.6%44,2340.9%ETFIVWiShares S&P 500 Growth ETF$2,152,945$25,687 ▼-1.2%21,2050.8%ETFIWDiShares Russell 1000 Value ETF$2,111,884$218,075 ▼-9.4%11,4080.7%ETFVEAVanguard FTSE Developed Markets ETF$1,947,695$22,810 ▲1.2%40,7300.7%ETFIVEiShares S&P 500 Value ETF$1,883,402$179,999 ▲10.6%9,8670.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,714,212$1,286,126 ▲300.4%61,5070.6%ETFVBVanguard Small-Cap ETF$1,610,469$30,277 ▼-1.8%6,7020.6%ETFVOTVanguard Mid-Cap Growth ETF$1,529,166$2,791 ▲0.2%6,0260.5%ETFSCHASchwab US Small-Cap ETF$1,241,435$620,718 ▲100.0%48,0060.4%ETFTSLATesla$1,206,270$47,249 ▲4.1%2,9870.4%Auto/Tires/TrucksVGKVanguard FTSE Europe ETF$1,113,641$12,504 ▲1.1%17,5460.4%ETFGDXVanEck Gold Miners ETF$1,107,568$47,711 ▼-4.1%32,6620.4%ETFPEPPepsiCo$976,675$6,082 ▲0.6%6,4230.3%Consumer StaplesXOMExxon Mobil$891,287$891,287 ▲New Holding8,2860.3%Oils/EnergyNKENIKE$754,5380.0%9,9710.3%Consumer DiscretionaryCORE SCIENTIFIC INC NEW$734,0560.0%52,2460.3%COMGUNRFlexShares Global Upstream Natural Resources Index Fund$649,7530.0%17,8700.2%ETFRTXRTX$616,243$616,243 ▲New Holding5,3250.2%AerospaceMSFTMicrosoft$610,381$206,552 ▲51.1%1,4480.2%Computer and TechnologyBABoeing$597,729$597,729 ▲New Holding3,3770.2%AerospaceQQQInvesco QQQ$579,046$2,044 ▲0.4%1,1330.2%FinanceNVDANVIDIA$549,222$188,938 ▲52.4%4,0900.2%Computer and TechnologySCHBSchwab US Broad Market ETF$521,515$347,677 ▲200.0%22,9740.2%ETFNCLHNorwegian Cruise Line$372,9310.0%14,4940.1%Consumer DiscretionaryCRWDCrowdStrike$366,1110.0%1,0700.1%Computer and TechnologyAMZNAmazon.com$363,749$363,749 ▲New Holding1,6580.1%Retail/WholesaleSBRSabine Royalty Trust$360,6030.0%5,5640.1%Oils/EnergyBBJPJPMorgan BetaBuilders Japan ETF$357,718$32,385 ▼-8.3%6,5170.1%ETFCARRCarrier Global$343,456$343,456 ▲New Holding5,0320.1%Computer and TechnologyDISWalt Disney$339,2930.0%3,0470.1%Consumer DiscretionaryUNHUnitedHealth Group$329,806$1,518 ▼-0.5%6520.1%MedicalBBCAJPMorgan BetaBuilders Canada ETF$323,469$10,872 ▼-3.3%4,5820.1%ETFBBEUJPMorgan BetaBuilders Europe ETF$308,643$36,467 ▼-10.6%5,5690.1%ETFMETAMeta Platforms$306,654$306,654 ▲New Holding5240.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$304,791$623 ▲0.2%4,8920.1%ETFGOOGLAlphabet$284,906$284,906 ▲New Holding1,5050.1%Computer and TechnologyVVisa$281,647$281,647 ▲New Holding8910.1%Business ServicesBRK.BBerkshire Hathaway$274,234$274,234 ▲New Holding6050.1%FinanceJPMJPMorgan Chase & Co.$272,898$272,898 ▲New Holding1,1380.1%FinanceGLDSPDR Gold Shares$244,309$32,445 ▼-11.7%1,0090.1%FinanceCVXChevron$244,198$244,198 ▲New Holding1,6860.1%Oils/EnergyVXFVanguard Extended Market ETF$242,413$1,330 ▲0.6%1,2760.1%ETFOTISOtis Worldwide$232,947$232,947 ▲New Holding2,5150.1%ConstructionCSCOCisco Systems$216,890$216,890 ▲New Holding3,6640.1%Computer and TechnologyMAMastercard$215,645$215,645 ▲New Holding4100.1%Business ServicesAVGOBroadcom$208,983$208,983 ▲New Holding9010.1%Computer and TechnologyWMTWalmart$205,417$205,417 ▲New Holding2,2740.1%Retail/WholesalePURECYCLE TECHNOLOGIES INC$179,3750.0%17,5000.1%COMLPROOpen Lending$154,4800.0%25,8760.1%FinanceGMGeneral Motors$0$474,443 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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