Cordatus Wealth Management LLC Portfolio Holdings

Cordatus Wealth Management LLC

  • $417 Million
  • Q3 2025

Cordatus Wealth Management LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $417 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $40M, Apple Inc. with a value of $24.9M, Microsoft Corp with a value of $24.4M, Broadcom Inc. with a value of $20.2M, and Nvidia Corp with a value of $16.2M.

Examining the 13F form we can see an increase of $10.3M in the current position value, from $407M to 417M.

Cordatus Wealth Management LLC is based out at Newtown, PA

Below you can find more details about Cordatus Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $417 Million
ETFs: $113 Million
Technology: $106 Million
Financial Services: $42.6 Million
Industrials: $30.1 Million
Consumer Cyclical: $27.2 Million
Communication Services: $26.9 Million
Healthcare: $25.7 Million
Consumer Defensive: $21.1 Million
Other: $23.9 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $417 Million
  • Prior Value $407 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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