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 78.30% of Altus Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTI, IQLT, QQQ, EQWL, DGRO, IJH, OEF, SJNK, AAPL, GOOG.
- Reduced shares in these 7 stocks: , , BRK.B, AMZN, VGT, SPY, MSFT.
- Sold out of its positions in COST, V.
- Altus Wealth Management was a net buyer of stock by $3.8M.
- Altus Wealth Management has $226M in assets under management (AUM), dropping by 8.10%.
- Central Index Key (CIK): 0001802107
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Portfolio Holdings for Altus Wealth Management
Altus Wealth Management holds 28 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 22.0 | $50M | 152k | 328.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.7 | $40M | 67k | 600.37 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 15.2 | $34M | 300k | 114.68 |
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| Ishares Tr Core Div Grwth (DGRO) | 13.1 | $30M | 435k | 68.08 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 10.2 | $23M | 354k | 65.26 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 9.1 | $21M | +3% | 465k | 44.19 |
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| Ishares Tr Expanded Tech (IGV) | 4.5 | $10M | 89k | 115.01 |
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| Spdr Series Trust Bloomberg Sht Te (SJNK) | 1.0 | $2.4M | +6% | 92k | 25.60 |
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| Ishares Tr Investment Grade (IGEB) | 0.9 | $2.0M | +2% | 44k | 46.05 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.8 | $1.9M | 41k | 46.41 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.8M | 2.7k | 666.18 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $1.1M | 1.5k | 746.63 |
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| Procter & Gamble Company (PG) | 0.4 | $962k | 6.3k | 153.64 |
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| Apple (AAPL) | 0.4 | $925k | +14% | 3.6k | 254.63 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $812k | +34% | 2.4k | 332.88 |
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| Microsoft Corporation (MSFT) | 0.3 | $738k | 1.4k | 518.06 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $723k | 1.5k | 468.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $691k | +17% | 2.8k | 243.55 |
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| Spdr Series Trust Nuveen Ice Short (SHM) | 0.2 | $501k | 10k | 48.22 |
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| Amazon (AMZN) | 0.2 | $484k | -3% | 2.2k | 219.57 |
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| NVIDIA Corporation (NVDA) | 0.2 | $458k | +4% | 2.5k | 186.58 |
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| Meta Platforms Cl A (META) | 0.2 | $428k | +11% | 583.00 | 734.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $419k | +8% | 1.7k | 243.15 |
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| Broadcom (AVGO) | 0.2 | $409k | 1.2k | 329.91 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $400k | 3.8k | 106.49 |
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| Tesla Motors (TSLA) | 0.2 | $387k | +6% | 871.00 | 444.72 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $359k | 1.8k | 203.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $258k | -7% | 513.00 | 502.74 |
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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 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
- Altus Wealth Management 2021 Q4 filed Jan. 20, 2022