Custos Family Office, LLC Portfolio Holdings

Custos Family Office, LLC

  • $173 Million
  • Q3 2025

Custos Family Office, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $173 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $32.7M, Vanguard Ftse Emerging Mkts Et with a value of $15.1M, Spdr S&P 500 ETF Trust with a value of $12.2M, Ishares Core Dividend Growth E with a value of $10.8M, and Fidelity Covington Tr Value Fa with a value of $10.5M.

Examining the 13F form we can see an decrease of $137M in the current position value, from $309M to 173M.

Custos Family Office, LLC is based out at Greenwood Village, CO

Below you can find more details about Custos Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Million
ETFs: $151 Million
Technology: $8.95 Million
Consumer Cyclical: $3.46 Million
Financial Services: $2.37 Million
Consumer Defensive: $1.92 Million
Communication Services: $1.82 Million
Industrials: $1.25 Million
Healthcare: $1.01 Million
Other: $892,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.39B
$356,000 0.21% of portfolio
14,494
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $173 Million
  • Prior Value $309 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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