Position in META
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,284,301
+$129,743 QoQ
Shares Held
2,280
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#3,171
of 5,026 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Portus Wealth Advisors, LLC holds $2,176,296 across 2 Internet Content & Information names. META ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | META |
Meta Platforms, Inc.
This page
|
2,280 | $1,284,301 | |
| 2 | GOOGL |
Alphabet Inc.
|
2,496 | $891,995 |
All Filings in META
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,284,301 | 2,280 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,154,558 | 2,018 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,184,201 | 1,794 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,169,867 | 1,593 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||