Altus Wealth Management

Altus Wealth Management as of Dec. 31, 2025

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
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.1 $40M 64k 614.31
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 15.4 $36M 303k 118.16
Ishares Tr Core Div Grwth (DGRO) 13.2 $31M 440k 69.42
Ishares Tr Core S&p Mcp Etf (IJH) 10.2 $24M 358k 66.00
Ishares Tr Msci Intl Qualty (IQLT) 9.3 $22M 477k 45.45
Ishares Tr Expanded Tech (IGV) 4.1 $9.5M 90k 105.69
Ishares Tr Investment Grade (IGEB) 1.3 $3.1M 67k 45.66
Spdr Series Trust State Street Spd (SJNK) 1.3 $3.0M 119k 25.32
J P Morgan Exchange Traded F Income Etf (JPIE) 1.0 $2.4M 52k 46.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.8M 2.6k 681.92
Vanguard World Inf Tech Etf (VGT) 0.5 $1.1M 1.5k 753.78
Apple (AAPL) 0.4 $988k 3.6k 271.89
Alphabet Cap Stk Cl C (GOOG) 0.4 $890k 2.8k 313.80
Procter & Gamble Company (PG) 0.4 $878k 6.1k 143.30
Ishares Tr S&p 100 Etf (OEF) 0.4 $837k 2.4k 342.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $730k 1.5k 473.30
Microsoft Corporation (MSFT) 0.3 $680k 1.4k 483.50
Alphabet Cap Stk Cl A (GOOGL) 0.2 $500k 1.6k 313.08
Amazon (AMZN) 0.2 $499k 2.2k 230.82
Spdr Series Trust State Street Spd (SHM) 0.2 $498k 10k 47.99
Broadcom (AVGO) 0.2 $429k 1.2k 346.10
Ishares Tr National Mun Etf (MUB) 0.2 $402k 3.8k 107.11
Tesla Motors (TSLA) 0.2 $392k 871.00 449.72
Meta Platforms Cl A (META) 0.2 $385k 583.00 660.09
NVIDIA Corporation (NVDA) 0.2 $379k 2.0k 186.50
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $370k 1.8k 210.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $258k 513.00 502.65
Toyota Motor Corp Ads (TM) 0.1 $214k 1.0k 214.06
Visa Com Cl A (V) 0.1 $200k 571.00 350.71