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Jill Rush

Portus Wealth Advisors, Llc

Assets Managed
$121.487M
Holdings
50
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.39%(2Q avg: 7.3%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Portus Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Portus Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 121.487M in assets, with a quarterly growth rate of 14.39% and a 2-quarter average growth rate of 7.3%. The portfolio is managed by Jill Rush, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ACWI
Ishares Msci Acwi Etf
Recent Activity
Increased 2.1%
15.51%
$18.833M
119,979 shares@ $156.98 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 1.98%
10.38%
$12.602M
372,412 shares@ $33.84 avg price
CWI
Spdr Msci Acwi Ex-us
Recent Activity
Decreased -21.2%
7.39%
$8.968M
220,496 shares@ $40.67 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 3.24%
6.7%
$8.136M
37,333 shares@ $217.94 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Increased 1.62%
6.04%
$7.333M
265,200 shares@ $27.66 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -1.22%
3.68%
$4.465M
140,793 shares@ $31.72 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -7.83%
2.95%
$3.578M
8,257 shares@ $433.36 avg price
AAPL
Apple Inc
Recent Activity
Increased 3%
2.78%
$3.373M
11,656 shares@ $289.38 avg price
RSPT
Invesco S&p 500 Equal Weight
Recent Activity
Increased 0.4%
2.78%
$3.37M
52,241 shares@ $64.5 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -1.62%
2.61%
$3.167M
2,974 shares@ $1064.97 avg price

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