Custos Family Office, LLC Portfolio Holdings

Custos Family Office, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $274 Million distributed in 55 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 $45.8M, Fidelity Covington Tr Value Fa with a value of $18.6M, Ishares Msci Usa Min Vol Facto with a value of $18.5M, Ishares Core Dividend Growth E with a value of $16.8M, and Ishares Inc with a value of $16.6M.

Examining the 13F form we can see an increase of $24M in the current position value, from $250M to 274M.

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.