Altus Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Altus Wealth Management, LLC held in its portfolio 29 assets valued at $231,955,505 (i.e. $231.96M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($50.34M), INVESCO QQQ TR ($39.56M), and INVESCO EXCHANGE TRADED FD T ($35.78M).
The chart below shows the top 10 valuable assets, and the table below shows the top 29 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Altus Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 150156 | 50342925 | TOTAL STK MKT |
| INVESCO QQQ TR | 64389 | 39554589 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 302828 | 35782156 | S&P 100 EQL WIGH |
| ISHARES TR | 439942 | 30540785 | CORE DIV GRWTH |
| ISHARES TR | 358366 | 23652156 | CORE S&P MCP ETF |
| ISHARES TR | 476554 | 21659379 | MSCI INTL QUALTY |
| ISHARES TR | 89753 | 9485998 | EXPANDED TECH |
| SPDR SERIES TRUST | 129767 | 3520992 | STATE STREET SPD |
| ISHARES TR | 66936 | 3056298 | INVESTMENT GRADE |
| J P MORGAN EXCHANGE TRADED F | 52094 | 2411431 | INCOME ETF |
| SPDR S&P 500 ETF TR | 2622 | 1787994 | TR UNIT |
| VANGUARD WORLD FD | 1498 | 1129162 | INF TECH ETF |
| APPLE INC | 3633 | 987790 | COM |
| ALPHABET INC | 2837 | 890251 | CAP STK CL C |
| PROCTER AND GAMBLE CO | 6129 | 878279 | COM |
| ISHARES TR | 2441 | 837150 | S&P 100 ETF |
| ISHARES TR | 1543 | 730302 | RUS 1000 GRW ETF |
| MICROSOFT CORP | 1406 | 679807 | COM |
| ALPHABET INC | 1598 | 500305 | CAP STK CL A |
| AMAZON COM INC | 2160 | 498571 | COM |
| BROADCOM INC | 1240 | 429164 | COM |
| ISHARES TR | 3756 | 402305 | NATIONAL MUN ETF |
| TESLA INC | 871 | 391706 | COM |
| META PLATFORMS INC | 583 | 384832 | CL A |
| NVIDIA CORPORATION | 2030 | 378595 | COM |
| ISHARES TR | 1761 | 370409 | RUS 1000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 513 | 257859 | CL B NEW |
| TOYOTA MOTOR CORP | 1000 | 214060 | ADS |
| VISA INC | 571 | 200255 | COM CL A |
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