Altus Wealth Management, LLC
CIK: 0001802107Latest portfolio: $232.0M · Q4 2025
Holdings
30
Total Value
$232.0M
New Positions
30
Closed Positions
0
Top Holdings
View All 30 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 150,156 | $50.3M | 21.70% | NEW | |
| 2 | NDQINVESCO QQQ TR | 64,389 | $39.6M | 17.05% | NEW | |
| 3 | EQWLINVESCO EXCHANGE TRADED FD T | 302,828 | $35.8M | 15.43% | NEW | |
| 4 | DGROISHARES TR | 439,942 | $30.5M | 13.17% | NEW | |
| 5 | IJHISHARES TR | 358,366 | $23.7M | 10.20% | NEW | |
| 6 | IQLTISHARES TR | 476,554 | $21.7M | 9.34% | NEW | |
| 7 | IGVISHARES TR | 89,753 | $9.5M | 4.09% | NEW | |
| 8 | IGEBISHARES TR | 66,936 | $3.1M | 1.32% | NEW | |
| 9 | SJNKSPDR SERIES TRUST | 119,388 | $3.0M | 1.30% | NEW | |
| 10 | JPIEJ P MORGAN EXCHANGE TRADED F | 52,094 | $2.4M | 1.04% | NEW | |
| 11 | SPYSPDR S&P 500 ETF TR | 2,622 | $1.8M | 0.77% | NEW | |
| 12 | VGTVANGUARD WORLD FD | 1,498 | $1.1M | 0.49% | NEW | |
| 13 | AAPLAPPLE INC | 3,633 | $987K | 0.43% | NEW | |
| 14 | GOOGALPHABET INC | 2,837 | $890K | 0.38% | NEW | |
| 15 | PGPROCTER AND GAMBLE CO | 6,129 | $878K | 0.38% | NEW | |
| 16 | OEFISHARES TR | 2,441 | $837K | 0.36% | NEW | |
| 17 | IWFISHARES TR | 1,543 | $730K | 0.31% | NEW | |
| 18 | MSFTMICROSOFT CORP | 1,406 | $679K | 0.29% | NEW | |
| 19 | GOOGLALPHABET INC | 1,598 | $500K | 0.22% | NEW | |
| 20 | AMZNAMAZON COM INC | 2,160 | $498K | 0.21% | NEW | |
| 21 | SHMSPDR SERIES TRUST | 10,379 | $498K | 0.21% | NEW | |
| 22 | AVGOBROADCOM INC | 1,240 | $429K | 0.18% | NEW | |
| 23 | MUBISHARES TR | 3,756 | $402K | 0.17% | NEW | |
| 24 | TSLATESLA INC | 871 | $391K | 0.17% | NEW | |
| 25 | METAMETA PLATFORMS INC | 583 | $384K | 0.17% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($5.0342357823054024e+57T)
Technology0.0% ($987.7T)
Communication Services0.0% ($890.5B)
Consumer Cyclical0.0% ($498.4B)
Unknown0.0% ($39.6B)
Consumer Defensive0.0% ($878K)
Filing History
Fund Information
Altus Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $232.0M across 30 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 21.7% of the portfolio. Compared to the previous quarter, the fund opened 30 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.