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 81.03% of Altus Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$6.4M), IQLT, EQWL, SJNK, IGEB, PG, DGRO, JPIE, TSLA, VTI.
- Reduced shares in these 10 stocks: IGV (-$9.5M), QQQ, AAPL, , NVDA, VGT, AMZN, AVGO, GOOGL, MSFT.
- Sold out of its positions in IGV, V.
- Altus Wealth Management was a net seller of stock by $-1.8M.
- Altus Wealth Management has $225M in assets under management (AUM), dropping by -3.01%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 21.4 | $48M | 150k | 320.81 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 16.4 | $37M | 64k | 577.18 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 15.8 | $36M | 309k | 115.24 |
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| Ishares Tr Core Div Grwth (DGRO) | 13.8 | $31M | 442k | 70.18 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 13.6 | $31M | +26% | 453k | 67.53 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 10.2 | $23M | +3% | 495k | 46.23 |
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| Ishares Tr Investment Grade (IGEB) | 1.4 | $3.2M | +4% | 70k | 45.06 |
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| Spdr Series Trust State Street Spd (SJNK) | 1.4 | $3.1M | +5% | 125k | 24.98 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 1.1 | $2.5M | +4% | 55k | 46.07 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $1.7M | 2.6k | 650.34 |
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| Procter & Gamble Company (PG) | 0.5 | $1.0M | +14% | 7.0k | 144.45 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $972k | -7% | 1.4k | 697.72 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $797k | +2% | 2.5k | 318.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $794k | -2% | 2.8k | 286.86 |
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| Apple (AAPL) | 0.3 | $718k | -22% | 2.8k | 253.77 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $658k | 1.5k | 426.40 |
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| Spdr Series Trust State Street Spd (SHM) | 0.2 | $496k | 10k | 47.83 |
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| Microsoft Corporation (MSFT) | 0.2 | $496k | -4% | 1.3k | 370.19 |
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| Tesla Motors (TSLA) | 0.2 | $414k | +28% | 1.1k | 371.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $408k | -11% | 1.4k | 287.46 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $399k | 3.8k | 106.15 |
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| Amazon (AMZN) | 0.2 | $386k | -14% | 1.9k | 208.27 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $376k | 1.8k | 213.67 |
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| Meta Platforms Cl A (META) | 0.2 | $342k | +2% | 598.00 | 572.13 |
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| Broadcom (AVGO) | 0.1 | $326k | -15% | 1.1k | 309.51 |
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| NVIDIA Corporation (NVDA) | 0.1 | $275k | -22% | 1.6k | 174.45 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $246k | 513.00 | 479.20 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $206k | 1.0k | 206.09 |
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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 2026 Q1 filed April 21, 2026
- 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