Altus Wealth Management

Altus Wealth Management as of March 31, 2026

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
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.4 $37M 64k 577.18
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 15.8 $36M 309k 115.24
Ishares Tr Core Div Grwth (DGRO) 13.8 $31M 442k 70.18
Ishares Tr Core S&p Mcp Etf (IJH) 13.6 $31M 453k 67.53
Ishares Tr Msci Intl Qualty (IQLT) 10.2 $23M 495k 46.23
Ishares Tr Investment Grade (IGEB) 1.4 $3.2M 70k 45.06
Spdr Series Trust State Street Spd (SJNK) 1.4 $3.1M 125k 24.98
J P Morgan Exchange Traded F Income Etf (JPIE) 1.1 $2.5M 55k 46.07
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $1.7M 2.6k 650.34
Procter & Gamble Company (PG) 0.5 $1.0M 7.0k 144.45
Vanguard World Inf Tech Etf (VGT) 0.4 $972k 1.4k 697.72
Ishares Tr S&p 100 Etf (OEF) 0.4 $797k 2.5k 318.11
Alphabet Cap Stk Cl C (GOOG) 0.4 $794k 2.8k 286.86
Apple (AAPL) 0.3 $718k 2.8k 253.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $658k 1.5k 426.40
Spdr Series Trust State Street Spd (SHM) 0.2 $496k 10k 47.83
Microsoft Corporation (MSFT) 0.2 $496k 1.3k 370.19
Tesla Motors (TSLA) 0.2 $414k 1.1k 371.68
Alphabet Cap Stk Cl A (GOOGL) 0.2 $408k 1.4k 287.46
Ishares Tr National Mun Etf (MUB) 0.2 $399k 3.8k 106.15
Amazon (AMZN) 0.2 $386k 1.9k 208.27
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $376k 1.8k 213.67
Meta Platforms Cl A (META) 0.2 $342k 598.00 572.13
Broadcom (AVGO) 0.1 $326k 1.1k 309.51
NVIDIA Corporation (NVDA) 0.1 $275k 1.6k 174.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $246k 513.00 479.20
Toyota Motor Corp Ads (TM) 0.1 $206k 1.0k 206.09