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, IJH, DGRO, and represent 82.07% of Altus Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VGT, IQLT, IJH, EQWL, IWF, VTI, DGRO, OEF, AAPL, GOOG.
- Reduced shares in these 10 stocks: BRK.B, TM, META, IGEB, SPY, JPIE, GOOGL, AMZN, TSLA, NVDA.
- Sold out of its positions in BRK.B, TM.
- Altus Wealth Management was a net buyer of stock by $4.7M.
- Altus Wealth Management has $260M in assets under management (AUM), dropping by 15.47%.
- Central Index Key (CIK): 0001802107
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Portfolio Holdings for Altus Wealth Management
Altus Wealth Management holds 26 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 21.6 | $56M | 151k | 370.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 18.2 | $47M | 64k | 736.40 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 15.6 | $41M | 314k | 129.02 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 13.8 | $36M | +2% | 464k | 77.11 |
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| Ishares Tr Core Div Grwth (DGRO) | 13.0 | $34M | 445k | 75.79 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 9.8 | $26M | +3% | 514k | 49.55 |
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| Spdr Series Trust St Term High Etf (SJNK) | 1.2 | $3.2M | 128k | 25.03 |
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| Ishares Tr Invt Grad Sy Etf (IGEB) | 1.2 | $3.1M | 69k | 45.11 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 1.0 | $2.5M | 54k | 46.05 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $1.9M | 2.5k | 746.77 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $1.3M | +689% | 11k | 119.52 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $1.1M | +17% | 3.0k | 365.88 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | +10% | 3.0k | 353.33 |
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| Procter & Gamble Company (PG) | 0.4 | $1.0M | 7.0k | 146.63 |
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| Apple (AAPL) | 0.4 | $952k | +16% | 3.3k | 289.37 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $766k | +300% | 6.2k | 124.17 |
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| Microsoft Corporation (MSFT) | 0.2 | $522k | +4% | 1.4k | 372.90 |
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| Spdr Series Trust St Nuve Term Etf (SHM) | 0.2 | $498k | 10k | 47.97 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $484k | -4% | 1.4k | 357.26 |
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| Tesla Motors (TSLA) | 0.2 | $461k | 1.1k | 420.52 |
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| Amazon (AMZN) | 0.2 | $429k | -2% | 1.8k | 238.34 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $427k | 1.8k | 242.43 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $404k | 3.8k | 107.62 |
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| Broadcom (AVGO) | 0.2 | $398k | 1.1k | 377.75 |
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| NVIDIA Corporation (NVDA) | 0.1 | $309k | -2% | 1.5k | 200.04 |
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| Meta Platforms Cl A (META) | 0.1 | $292k | -13% | 518.00 | 563.29 |
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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 Q2 filed July 21, 2026
- 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