Altus Wealth Management, LLC

CIK 0001802107 · FT MITCHELL, KY · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

Altus Wealth Management, LLC reported 26 positions worth $259.8M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: VTI (21.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$259.8M
2026 Q2
Positions
26
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
96.0%
Est. Net Flow (Q)
2026 Q2
10 / 26 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$56.0M21.57%151,443
2QQQINVESCO QQQ TRSH$47.2M18.16%64,081
3EQWLINVESCO EXCHANGE TRADED FD TSH$40.5M15.58%313,710
4IJHISHARES TRSH$35.8M13.77%464,048
5DGROISHARES TRSH$33.7M12.98%444,824
6IQLTISHARES TRSH$25.5M9.80%513,827
7SJNKSPDR SERIES TRUSTSH$3.2M1.23%127,452
8IGEBISHARES TRSH$3.1M1.20%69,168
9JPIEJ P MORGAN EXCHANGE TRADED FSH$2.5M0.95%53,844
10SPYSTATE STR SPDR S&P 500 ETF TSH$1.9M0.73%2,541

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Altus Wealth Management, LLC hold as of Q2 2026?

Altus Wealth Management, LLC reported 26 positions worth $259.8M in its Q2 2026 13F filing. Largest positions: VTI (21.6%), QQQ (18.2%), EQWL (15.6%), IJH (13.8%) and DGRO (13.0%).

What did Altus Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Altus Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.