# EDGAR Filing Document

**Accession Number:** 0002097516
**File Stem:** 0002097516-26-000001
**Filing Date:** 2026-1
**Character Count:** 8585
**Document Hash:** b013a7bba290a7efc20cd14cb403c5d4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002097516-26-000001.hdr.sgml**: 20260127

**ACCESSION NUMBER**: 0002097516-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260127

**DATE AS OF CHANGE**: 20260127

**EFFECTIVENESS DATE**: 20260127

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Portus Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0002097516

**ORGANIZATION NAME:**
- **EIN:** 832989249
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25886
- **FILM NUMBER:** 26564210

**BUSINESS ADDRESS:**
- **STREET 1:** 511 EAST BLVD
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28203
- **BUSINESS PHONE:** 704-936-0084

**MAIL ADDRESS:**
- **STREET 1:** 511 EAST BLVD
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28203

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Portus Wealth Advisors LLC<br>**Address:** 511 EAST BLVD<br>CHARLOTTE, NC 28203

**Form 13F File Number:** 028-25886

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jill Rush<br>**Title:** Compliance Manager<br>**Phone:** 9729539997

**Signature, Place, and Date of Signing:**

JIll Rush  Charlotte, NC  01-27-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 52

**Form 13F Information Table Value Total:** $105982406

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 747750 | 3273 | SH |  | SOLE |  | 3273 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2018856 | 8746 | SH |  | SOLE |  | 8746 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 1381546 | 3734 | SH |  | SOLE |  | 3734 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3321796 | 12219 | SH |  | SOLE |  | 12219 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1892860 | 5469 | SH |  | SOLE |  | 5469 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 2177459 | 3801 | SH |  | SOLE |  | 3801 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1187830 | 7794 | SH |  | SOLE |  | 7794 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 1922939 | 1789 | SH |  | SOLE |  | 1789 | 0 | 0 |
| TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 |  | 6445180 | 260306 | SH |  | SOLE |  | 260306 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 2761952 | 60689 | SH |  | SOLE |  | 60689 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 2949654 | 49758 | SH |  | SOLE |  | 49758 | 0 | 0 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 692273 | 16148 | SH |  | SOLE |  | 16148 | 0 | 0 |
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 |  | 2289815 | 45164 | SH |  | SOLE |  | 45164 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1363057 | 20652 | SH |  | SOLE |  | 20652 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 16392012 | 115853 | SH |  | SOLE |  | 115853 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1930373 | 9719 | SH |  | SOLE |  | 9719 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1241276 | 5998 | SH |  | SOLE |  | 5998 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1645583 | 5107 | SH |  | SOLE |  | 5107 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 2144134 | 12526 | SH |  | SOLE |  | 12526 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 606834 | 1255 | SH |  | SOLE |  | 1255 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1184410 | 1794 | SH |  | SOLE |  | 1794 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2472088 | 5112 | SH |  | SOLE |  | 5112 | 0 | 0 |
| NUCOR CORP | COM | 670346105 |  | 1159819 | 7111 | SH |  | SOLE |  | 7111 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2752687 | 14760 | SH |  | SOLE |  | 14760 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1250474 | 6789 | SH |  | SOLE |  | 6789 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 3447053 | 125667 | SH |  | SOLE |  | 125667 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 12952599 | 397075 | SH |  | SOLE |  | 397075 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 3541719 | 18544 | SH |  | SOLE |  | 18544 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 247378 | 8227 | SH |  | SOLE |  | 8227 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 769208 | 8204 | SH |  | SOLE |  | 8204 | 0 | 0 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 |  | 8611468 | 239740 | SH |  | SOLE |  | 239740 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2360242 | 3461 | SH |  | SOLE |  | 3461 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 268415 | 534 | SH |  | SOLE |  | 534 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 285400 | 1773 | SH |  | SOLE |  | 1773 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 1414810 | 3146 | SH |  | SOLE |  | 3146 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 472479 | 723 | SH |  | SOLE |  | 723 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 |  | 320819 | 2517 | SH |  | SOLE |  | 2517 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 362883 | 694 | SH |  | SOLE |  | 694 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 558117 | 635 | SH |  | SOLE |  | 635 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 420396 | 15622 | SH |  | SOLE |  | 15622 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 269990 | 3505 | SH |  | SOLE |  | 3505 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 368078 | 599 | SH |  | SOLE |  | 599 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 243019 | 355 | SH |  | SOLE |  | 355 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1458585 | 4660 | SH |  | SOLE |  | 4660 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 225901 | 1159 | SH |  | SOLE |  | 1159 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 217326 | 1820 | SH |  | SOLE |  | 1820 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 1133521 | 7898 | SH |  | SOLE |  | 7898 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 751297 | 7522 | SH |  | SOLE |  | 7522 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 435151 | 2544 | SH |  | SOLE |  | 2544 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 340474 | 1745 | SH |  | SOLE |  | 1745 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 251597 | 1260 | SH |  | SOLE |  | 1260 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 321824 | 11300 | SH |  | SOLE |  | 11300 | 0 | 0 |

---