Altus Wealth Management, Llc Portfolio Stock Holdings
Altus Wealth Management, Llc disclosed 26 stock positions valued at approximately $259.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and INVESCO EXCHANGE TRADED FD T. The filing reflects positions held as of June 30, 2026 and was filed on July 21, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 26
- Portfolio Value
- $259.8M
Holdings by Sector
Altus Wealth Management, Llc Portfolio Holdings in Q2 2026
26 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 21.57% | 151,443 | +1,103 | +0.73% | $56,039,943 |
| INVESCO QQQ TR | QQQ | Other | 18.16% | 64,081 | +117 | +0.18% | $47,189,210 |
| INVESCO EXCHANGE TRADED FD T | EQWL | Other | 15.58% | 313,710 | +4,978 | +1.61% | $40,474,864 |
| ISHARES TR | IJH | Other | 13.77% | 464,048 | +11,104 | +2.45% | $35,782,746 |
| ISHARES TR | DGRO | Other | 12.98% | 444,824 | +3,185 | +0.72% | $33,713,232 |
| ISHARES TR | IQLT | Other | 9.80% | 513,827 | +19,273 | +3.90% | $25,460,128 |
| SPDR SERIES TRUST | SJNK | Other | 1.23% | 127,452 | +2,021 | +1.61% | $3,190,124 |
| ISHARES TR | IGEB | Other | 1.20% | 69,168 | -776 | -1.11% | $3,120,168 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.95% | 53,844 | -715 | -1.31% | $2,479,516 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.73% | 2,541 | -46 | -1.78% | $1,897,543 |
| VANGUARD WORLD FD | VGT | Other | 0.51% | 11,004 | +9,611 | +689.95% | $1,315,198 |
| ISHARES TR | OEF | Other | 0.42% | 2,951 | +447 | +17.85% | $1,079,726 |
| ALPHABET INC | GOOG | Communication Services | 0.41% | 3,047 | +280 | +10.12% | $1,076,597 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.40% | 6,999 | -45 | -0.64% | $1,026,264 |
| APPLE INC | AAPL | Technology | 0.37% | 3,290 | +462 | +16.34% | $952,020 |
| ISHARES TR | IWF | Other | 0.30% | 6,172 | +4,629 | +300.00% | $766,377 |
| MICROSOFT CORP | MSFT | Technology | 0.20% | 1,399 | +59 | +4.40% | $521,681 |
| SPDR SERIES TRUST | SHM | Other | 0.19% | 10,379 | - | - | $497,829 |
| ALPHABET INC | GOOGL | Communication Services | 0.19% | 1,356 | -63 | -4.44% | $484,450 |
| TESLA INC | TSLA | Consumer Cyclical | 0.18% | 1,095 | -20 | -1.79% | $460,466 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.17% | 1,800 | -55 | -2.96% | $429,012 |
| ISHARES TR | IWD | Other | 0.16% | 1,761 | - | - | $426,919 |
| ISHARES TR | MUB | Other | 0.16% | 3,755 | - | - | $404,113 |
| BROADCOM INC | AVGO | Technology | 0.15% | 1,053 | - | - | $397,771 |
| NVIDIA CORPORATION | NVDA | Technology | 0.12% | 1,542 | -34 | -2.16% | $308,466 |
| META PLATFORMS INC | META | Communication Services | 0.11% | 518 | -80 | -13.38% | $291,784 |