Altus Wealth Management
Latest statistics and disclosures from Altus Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, QQQ, EQWL, DGRO, IJH, and represent 77.55% of Altus Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IGEB, SJNK, JPIE, IQLT, DGRO, EQWL, IJH, TM, V, IGV.
- Started 2 new stock positions in TM, V.
- Reduced shares in these 8 stocks: QQQ, VTI, NVDA, SPY, GOOGL, PG, AMZN, MSFT.
- Altus Wealth Management was a net buyer of stock by $2.1M.
- Altus Wealth Management has $232M in assets under management (AUM), dropping by 2.71%.
- Central Index Key (CIK): 0001802107
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Portfolio Holdings for Altus Wealth Management
Altus Wealth Management holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 21.7 | $50M | 150k | 335.27 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.1 | $40M | -3% | 64k | 614.31 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 15.4 | $36M | 303k | 118.16 |
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| Ishares Tr Core Div Grwth (DGRO) | 13.2 | $31M | 440k | 69.42 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 10.2 | $24M | 358k | 66.00 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 9.3 | $22M | +2% | 477k | 45.45 |
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| Ishares Tr Expanded Tech (IGV) | 4.1 | $9.5M | 90k | 105.69 |
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| Ishares Tr Investment Grade (IGEB) | 1.3 | $3.1M | +51% | 67k | 45.66 |
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| Spdr Series Trust State Street Spd (SJNK) | 1.3 | $3.0M | +29% | 119k | 25.32 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 1.0 | $2.4M | +27% | 52k | 46.29 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.8M | -3% | 2.6k | 681.92 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $1.1M | 1.5k | 753.78 |
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| Apple (AAPL) | 0.4 | $988k | 3.6k | 271.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $890k | 2.8k | 313.80 |
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| Procter & Gamble Company (PG) | 0.4 | $878k | -2% | 6.1k | 143.30 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $837k | 2.4k | 342.95 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $730k | 1.5k | 473.30 |
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| Microsoft Corporation (MSFT) | 0.3 | $680k | 1.4k | 483.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $500k | -7% | 1.6k | 313.08 |
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| Amazon (AMZN) | 0.2 | $499k | -2% | 2.2k | 230.82 |
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| Spdr Series Trust State Street Spd (SHM) | 0.2 | $498k | 10k | 47.99 |
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| Broadcom (AVGO) | 0.2 | $429k | 1.2k | 346.10 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $402k | 3.8k | 107.11 |
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| Tesla Motors (TSLA) | 0.2 | $392k | 871.00 | 449.72 |
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| Meta Platforms Cl A (META) | 0.2 | $385k | 583.00 | 660.09 |
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| NVIDIA Corporation (NVDA) | 0.2 | $379k | -17% | 2.0k | 186.50 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $370k | 1.8k | 210.34 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $258k | 513.00 | 502.65 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $214k | NEW | 1.0k | 214.06 |
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| Visa Com Cl A (V) | 0.1 | $200k | NEW | 571.00 | 350.71 |
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Past Filings by Altus Wealth Management
SEC 13F filings are viewable for Altus Wealth Management going back to 2019
- Altus Wealth Management 2025 Q4 filed Jan. 22, 2026
- Altus Wealth Management 2025 Q3 filed Oct. 20, 2025
- Altus Wealth Management 2025 Q2 filed July 17, 2025
- Altus Wealth Management 2025 Q1 filed April 24, 2025
- Altus Wealth Management 2024 Q4 filed Jan. 22, 2025
- Altus Wealth Management 2024 Q3 filed Oct. 17, 2024
- Altus Wealth Management 2024 Q2 filed July 19, 2024
- Altus Wealth Management 2024 Q1 filed April 15, 2024
- Altus Wealth Management 2023 Q4 filed Jan. 25, 2024
- Altus Wealth Management 2023 Q3 filed Oct. 16, 2023
- Altus Wealth Management 2023 Q2 filed July 20, 2023
- Altus Wealth Management 2023 Q1 filed April 19, 2023
- Altus Wealth Management 2022 Q4 filed Jan. 27, 2023
- Altus Wealth Management 2022 Q3 filed Oct. 17, 2022
- Altus Wealth Management 2022 Q2 filed July 27, 2022
- Altus Wealth Management 2022 Q1 filed April 26, 2022