Universe · entity
Cordatus Wealth Management LLC
Institutional manager (13F) · CIK 1715862
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $329M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $34M | 157,888 |
| 2 | APPLE INC | $24M | 93,046 |
| 3 | BROADCOM INC | $19M | 59,859 |
| 4 | MICROSOFT CORP | $18M | 47,907 |
| 5 | NVIDIA CORPORATION | $15M | 83,564 |
| 6 | ALPHABET INC | $11M | 39,400 |
| 7 | JPMORGAN CHASE & CO | $11M | 36,391 |
| 8 | WALMART INC | $10M | 80,148 |
| 9 | ISHARES TR | $9M | 80,110 |
| 10 | VANGUARD SCOTTSDALE FDS | $8M | 104,185 |
| 11 | JOHNSON & JOHNSON | $8M | 32,150 |
| 12 | PALANTIR TECHNOLOGIES INC | $7M | 49,517 |
| 13 | SPDR SERIES TRUST | $7M | 86,997 |
| 14 | AMAZON COM INC | $7M | 31,737 |
| 15 | INVESCO QQQ TR | $7M | 11,448 |
| 16 | COSTCO WHOLESALE CORPORATION | $6M | 6,014 |
| 17 | ISHARES TR | $5M | 12,509 |
| 18 | META PLATFORMS INC | $5M | 9,278 |
| 19 | ISHARES TR | $5M | 39,882 |
| 20 | MCDONALDS CORP | $5M | 16,271 |
| 21 | STATE STR SPDR S&P 500 ETF T | $5M | 7,550 |
| 22 | GE AEROSPACE | $5M | 16,791 |
| 23 | CITIGROUP INC | $5M | 39,830 |
| 24 | ISHARES TR | $4M | 48,104 |
| 25 | ANALOG DEVICES INC | $4M | 13,832 |
| 26 | LINDE PLC | $4M | 8,764 |
| 27 | VANGUARD SCOTTSDALE FDS | $4M | 73,041 |
| 28 | CHEVRON CORPORATION | $4M | 19,838 |
| 29 | CATERPILLAR INC | $4M | 5,780 |
| 30 | BANK AMERICA CORP | $4M | 83,595 |
| 31 | PROCTER & GAMBLE CO | $4M | 27,726 |
| 32 | ELI LILLY & CO | $4M | 4,308 |
| 33 | VISA INC | $4M | 12,204 |
| 34 | MERCK & CO INC | $4M | 30,072 |
| 35 | ABBVIE INC | $4M | 16,380 |
| 36 | LOWES COS INC | $4M | 14,916 |
| 37 | RTX CORPORATION | $3M | 17,500 |
| 38 | NEXTERA ENERGY INC | $3M | 36,331 |
| 39 | SELECT SECTOR SPDR TR | $3M | 73,105 |
| 40 | ILLINOIS TOOL WKS INC | $3M | 12,180 |
| 41 | BERKSHIRE HATHAWAY INC DEL | $3M | 6,600 |
| 42 | MASTERCARD INCORPORATED | $3M | 6,185 |
| 43 | TESLA INC | $3M | 8,133 |
| 44 | SHERWIN WILLIAMS CO | $3M | 9,246 |
| 45 | SPDR SERIES TRUST | $3M | 52,139 |
| 46 | AMGEN INC | $3M | 8,297 |
| 47 | NETFLIX INC. | $3M | 30,178 |
| 48 | PEPSICO INC | $3M | 18,457 |
| 49 | CISCO SYS INC | $3M | 36,319 |
| 50 | HOME DEPOT INC | $3M | 8,451 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.