Altus Wealth Management, Llc Portfolio Stock Holdings
Altus Wealth Management, Llc disclosed 28 stock positions valued at approximately $225.0 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 March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 28
- Portfolio Value
- $225.0M
Holdings by Sector
Altus Wealth Management, Llc Portfolio Holdings in Q1 2026
28 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 21.44% | 150,340 | +184 | +0.12% | $48,230,543 |
| INVESCO QQQ TR | QQQ | Other | 16.41% | 63,964 | -425 | -0.66% | $36,918,712 |
| INVESCO EXCHANGE TRADED FD T | EQWL | Other | 15.81% | 308,732 | +5,904 | +1.95% | $35,578,276 |
| ISHARES TR | DGRO | Other | 13.78% | 441,639 | +1,697 | +0.39% | $30,994,249 |
| ISHARES TR | IJH | Other | 13.60% | 452,944 | +94,578 | +26.39% | $30,587,321 |
| ISHARES TR | IQLT | Other | 10.16% | 494,554 | +18,000 | +3.78% | $22,863,231 |
| ISHARES TR | IGEB | Other | 1.40% | 69,944 | +3,008 | +4.49% | $3,151,677 |
| SPDR SERIES TRUST | SJNK | Other | 1.39% | 125,431 | +6,043 | +5.06% | $3,133,266 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 1.12% | 54,559 | +2,465 | +4.73% | $2,513,533 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.75% | 2,587 | -35 | -1.33% | $1,682,430 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.45% | 7,044 | +915 | +14.93% | $1,017,498 |
| VANGUARD WORLD FD | VGT | Other | 0.43% | 1,393 | -105 | -7.01% | $971,924 |
| ISHARES TR | OEF | Other | 0.35% | 2,504 | +63 | +2.58% | $796,544 |
| ALPHABET INC | GOOG | Communication Services | 0.35% | 2,767 | -70 | -2.47% | $793,742 |
| APPLE INC | AAPL | Technology | 0.32% | 2,828 | -805 | -22.16% | $717,662 |
| ISHARES TR | IWF | Other | 0.29% | 1,543 | - | - | $657,935 |
| SPDR SERIES TRUST | SHM | Other | 0.22% | 10,379 | - | - | $496,428 |
| MICROSOFT CORP | MSFT | Technology | 0.22% | 1,340 | -66 | -4.69% | $496,060 |
| TESLA INC | TSLA | Consumer Cyclical | 0.18% | 1,115 | +244 | +28.01% | $414,421 |
| ALPHABET INC | GOOGL | Communication Services | 0.18% | 1,419 | -179 | -11.20% | $407,908 |
| ISHARES TR | MUB | Other | 0.18% | 3,755 | -1 | -0.03% | $398,593 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.17% | 1,855 | -305 | -14.12% | $386,341 |
| ISHARES TR | IWD | Other | 0.17% | 1,761 | - | - | $376,273 |
| META PLATFORMS INC | META | Communication Services | 0.15% | 598 | +15 | +2.57% | $342,134 |
| BROADCOM INC | AVGO | Technology | 0.14% | 1,053 | -187 | -15.08% | $325,914 |
| NVIDIA CORPORATION | NVDA | Technology | 0.12% | 1,576 | -454 | -22.36% | $274,933 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.11% | 513 | - | - | $245,830 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.09% | 1,000 | - | - | $206,090 |