Custos Family Office, LLC
•CIK: 1904423•Filing: Q4 2025
**Custos Family Office, LLC** manages $147M across a diversified portfolio of 60 positions. The fund exhibits a notable allocation to core U.S. equity exposure, led by IVV at $30.9M, alongside significant international and thematic tilts such as VWO ($12.3M) and DGRO ($9.3M). Further diversification is evident through holdings in fixed income (TLT at $6.8M) and global equities (IEFA at $8.0M). This structure suggests a disciplined, multi-asset approach targeting broad market capture.
Total AUM
$146.5M
QoQ Performance
-17.2%
Positions
48
Top 10 Concentration
70.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VWO
DGRO
FVAL
USMV
IEFA
IVV21.1%
VWO8.4%
DGRO6.3%
FVAL6.3%
USMV5.6%
IEFA5.4%
VO5.0%
TLT4.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.7%
ETF24.0%
Technology6.9%
Consumer2.2%
Financial1.4%
Healthcare0.8%
Industrial0.7%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW3 new positions
↑17 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023