Portus Wealth Advisors, LLC
RIA/Wealth
Portus Wealth Advisors, LLC is a RIA/Wealth based in Charlotte, NC led by William Brantley Bissett, reporting $162.4M in AUM as of Q3 2025 with 64% ETF concentration, 60% concentrated in top 10 holdings, and 17% allocation to ACWI.
Managing PartnerWilliam Brantley Bissett
- Portfolio Value
- $93.9M
- Positions
- 51
- Top Holding
- ACWI at 16.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Portus Wealth Advisors, LLC's portfolio (60.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.7M | 16.68% | +$15.7M New | — 113.3K shares | |
ETF ETF | $12.5M | 13.36% | +$12.5M New | — 393.1K shares | |
ETF ETF | $8.1M | 8.66% | +$8.1M New | — 232.8K shares | |
ETF ETF | $3.4M | 3.57% | +$3.4M New | — 122.8K shares | |
ETF ETF | $3.3M | 3.56% | +$3.3M New | — 17.9K shares | |
Consumer Electronics Technology | $3.0M | 3.18% | +$3.0M New | 0.00% 11.7K shares | |
ETF ETF | $2.8M | 3.00% | +$2.8M New | — 49.1K shares | |
ETF ETF | $2.7M | 2.84% | +$2.7M New | — 59.8K shares | |
Semiconductors Technology | $2.7M | 2.83% | +$2.7M New | 0.00% 14.2K shares | |
Software - Infrastructure Technology | $2.5M | 2.66% | +$2.5M New | 0.00% 4.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Portus Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
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Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Portus Wealth Advisors, LLC
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