Custos Family Office, LLC has filed its third-quarter holdings report, revealing a total investment value of approximately $167.9 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions in various sectors, including technology and healthcare.

The filing, submitted on November 13, 2026, indicates that Custos has strategically allocated its assets across a diverse range of companies. Notable investments include major players such as Apple Inc., Amazon.com Inc., and Alphabet Inc., reflecting a strong focus on technology-driven growth.

Background

Custos Family Office, LLC is a private investment firm based in Austin, Texas. The firm specializes in managing wealth for high-net-worth individuals and families, focusing on long-term investment strategies. The company operates under the Central Index Key (CIK) number 0001904423 and is categorized as an "other" entity type.

In recent filings, Custos has consistently reported its holdings, with the latest 13F-HR form detailing its investment positions. The firm's previous filings include multiple 13F-HR submissions throughout 2026, showcasing its active management approach.

What the Filing Says

The recent 13F-HR filing indicates that Custos Family Office holds a total of 69 different securities. The total value of these holdings is approximately $167,859,257. The firm has exercised sole investment discretion over these assets, reflecting its confidence in its investment strategies.

"Custos Family Office, LLC has strategically allocated its assets across a diverse range of companies," the filing states.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors within the wealth management industry. By disclosing its holdings, Custos provides transparency to its clients and potential investors regarding its investment strategies and performance. Competitors in the wealth management sector may analyze these holdings to gauge market trends and adjust their strategies accordingly.

What's Next

The filing does not say what happens next, but it is expected that Custos Family Office will continue to monitor its investments and adjust its portfolio as necessary in response to market conditions.