Altus Wealth Management

Altus Wealth Management as of June 30, 2026

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
Invesco Qqq Tr Unit Ser 1 (QQQ) 18.2 $47M 64k 736.40
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 15.6 $41M 314k 129.02
Ishares Tr Core S&p Mcp Etf (IJH) 13.8 $36M 464k 77.11
Ishares Tr Core Div Grwth (DGRO) 13.0 $34M 445k 75.79
Ishares Tr Msci Intl Qualty (IQLT) 9.8 $26M 514k 49.55
Spdr Series Trust St Term High Etf (SJNK) 1.2 $3.2M 128k 25.03
Ishares Tr Invt Grad Sy Etf (IGEB) 1.2 $3.1M 69k 45.11
J P Morgan Exchange Traded F Income Etf (JPIE) 1.0 $2.5M 54k 46.05
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $1.9M 2.5k 746.77
Vanguard World Inf Tech Etf (VGT) 0.5 $1.3M 11k 119.52
Ishares Tr S&p 100 Etf (OEF) 0.4 $1.1M 3.0k 365.88
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.1M 3.0k 353.33
Procter & Gamble Company (PG) 0.4 $1.0M 7.0k 146.63
Apple (AAPL) 0.4 $952k 3.3k 289.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $766k 6.2k 124.17
Microsoft Corporation (MSFT) 0.2 $522k 1.4k 372.90
Spdr Series Trust St Nuve Term Etf (SHM) 0.2 $498k 10k 47.97
Alphabet Cap Stk Cl A (GOOGL) 0.2 $484k 1.4k 357.26
Tesla Motors (TSLA) 0.2 $461k 1.1k 420.52
Amazon (AMZN) 0.2 $429k 1.8k 238.34
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $427k 1.8k 242.43
Ishares Tr National Mun Etf (MUB) 0.2 $404k 3.8k 107.62
Broadcom (AVGO) 0.2 $398k 1.1k 377.75
NVIDIA Corporation (NVDA) 0.1 $309k 1.5k 200.04
Meta Platforms Cl A (META) 0.1 $292k 518.00 563.29