Altus Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$225.0M
Q ending 2026-03-31
Prior quarter
$232.0M
Q ending 2025-12-31
Change
-3.0% QoQ · +5.3% YoY
Positions
28
reported holdings
Largest positions
All 28 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $48.2M | 150K |
| Invesco Qqq Tr | QQQ | Shares | $36.9M | 64K |
| Invesco Exchange Traded Fd T | EQWL | Shares | $35.6M | 309K |
| Ishares Tr | DGRO | Shares | $31.0M | 442K |
| Ishares Tr | IJH | Shares | $30.6M | 453K |
| Ishares Tr | IQLT | Shares | $22.9M | 495K |
| Ishares Tr | IGEB | Shares | $3.2M | 70K |
| Spdr Series Trust | SJNK | Shares | $3.1M | 125K |
| J P Morgan Exchange Traded F | JPIE | Shares | $2.5M | 55K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.7M | 3K |
| Procter & Gamble Co | PG | Shares | $1.0M | 7K |
| Vanguard World Fd | VGT | Shares | $972K | 1K |
| Ishares Tr | OEF | Shares | $797K | 3K |
| Alphabet Inc | GOOG | Shares | $794K | 3K |
| Apple Inc | AAPL | Shares | $718K | 3K |
| Ishares Tr | IWF | Shares | $658K | 2K |
| Spdr Series Trust | SHM | Shares | $496K | 10K |
| Microsoft Corp | MSFT | Shares | $496K | 1K |
| Tesla Inc | TSLA | Shares | $414K | 1K |
| Alphabet Inc | GOOGL | Shares | $408K | 1K |
| Ishares Tr | MUB | Shares | $399K | 4K |
| Amazon Com Inc | AMZN | Shares | $386K | 2K |
| Ishares Tr | IWD | Shares | $376K | 2K |
| Meta Platforms Inc | META | Shares | $342K | 598 |
| Broadcom Inc | AVGO | Shares | $326K | 1K |
| Nvidia Corporation | NVDA | Shares | $275K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $246K | 513 |
| Toyota Motor Corp | TM | Shares | $206K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.