Cordatus Wealth Management LLC: 13F holdings
CIK 17158622026Q2
| Positions | 168 |
|---|
| Reported value | $455.3m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 168 (+4 vs prior quarter) |
|---|
| Reported value | $455.3m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWD ISHARES TR | 144,489 | $35.0m | 7.7% |
| AAPL APPLE INC | 92,880 | $26.9m | 5.9% |
| AVGO BROADCOM INC | 59,202 | $22.4m | 4.9% |
| MSFT MICROSOFT CORP | 48,215 | $18.0m | 3.9% |
| NVDA NVIDIA CORPORATION | 82,915 | $16.6m | 3.6% |
| GOOG ALPHABET INC | 39,402 | $13.9m | 3.1% |
| JPM JPMORGAN CHASE & CO | 36,163 | $11.8m | 2.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 14,969 | $11.2m | 2.5% |
| IJT ISHARES TR | 59,609 | $10.6m | 2.3% |
| WMT WALMART INC | 79,434 | $9.0m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1715862")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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