Auctus Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Auctus Advisors LLC reported 26 stock positions worth $108.5 million. Its top holding was Putnam Focused LRG Cap Value (PVAL) at 40.2% of the portfolio, followed by Harbor Long-Term Growers ETF (WINN, 38.4%) and Apple (AAPL, 10.8%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0002042516
- Portfolio Value
- $108.5M (Q4 2025)
- SEC Filing
- 0002042516-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 26 stocks · $108.5M
| PVAL Putnam Focused LRG Cap Value | 40.18% | 956,522 | $43.6M | — |
| WINN Harbor Long-Term Growers ETF | 38.41% | 1,339,930 | $41.7M | — |
| AAPL Apple Inc. | 10.78% | 43,018 | $11.7M | — |
| MSFT Microsoft Corp. | 1.07% | 2,393 | $1.2M | — |
| GLD SPDR Gold Shares | 0.86% | 2,366 | $938K | — |
| GOOG Alphabet Inc. Class C | 0.85% | 2,953 | $927K | — |
| CL Colgate-Palmolive Co. | 0.73% | 10,000 | $790K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 1,467 | $737K | — |
| JPM JPMorgan Chase & Co. | 0.59% | 1,972 | $635K | — |
| NVDA Nvidia Corp. | 0.53% | 3,099 | $578K | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.48% | 12,973 | $522K | — |
| OC Owens Corning | 0.45% | 4,397 | $492K | — |
| AVGO Broadcom Inc. | 0.45% | 1,400 | $485K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.44% | 5,395 | $483K | — |
| SCHG Schwab US Large-Cap Growth | 0.36% | 12,058 | $393K | — |
| AMZN Amazon.com Inc. | 0.36% | 1,689 | $390K | — |
| GOOGL Alphabet Inc. Class A | 0.36% | 1,242 | $389K | — |
| COST Costco Wholesale Corp. | 0.35% | 440 | $379K | — |
| META Meta Platforms Inc. Class A | 0.32% | 532 | $351K | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.32% | 7,962 | $347K | — |
| WFC Wells Fargo & Co. | 0.32% | 3,672 | $342K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 1,093 | $317K | — |
| SCHX Schwab US Large-Cap ETF | 0.28% | 11,429 | $308K | — |
| HEI Heico Corp. | 0.23% | 772 | $250K | — |
| IJH iShares Core S&P Midcap ETF | 0.22% | 3,597 | $237K | — |
| CATX Perspective Therapeutics Inc. | 0.08% | 31,673 | $87K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.