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Altus Wealth Management, LLC
Altus Wealth Management is a financial services firm that provides personalized investment management services, including 401(k) plans, insurance, and financial planning. It aims to build securities and financial confidence for clients through trusted relationships and exceptional service.
Investment Strategy
Not specified
Latest 13F Filing Activity
Altus Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 28 equity positions with a total 13F market value of $226M. The fund increased holdings in Vanguard Index FDS, Invesco QQQ TR, Ishares TR among other positions. Altus Wealth Management, LLC reduced exposure to Costco WHSL Corp. New, Visa Inc., Procter and Gamble Co. among others.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 22.04% | $49.8M | 151,650 | $179.73 | $328.17 | +$4.4M |
Q QQQ | INVESCO QQQ TR | 17.71% | $40.0M | 66,625 | $243.87 | $600.37 | +$3.8M |
E EQWL | INVESCO EXCHANGE TRADED FD T | 15.23% | $34.4M | 299,901 | $110.04 | $114.68 | +$1.9M |
D DGRO | ISHARES TR | 13.11% | $29.6M | 434,851 | $52.66 | $68.08 | +$2.2M |
I IJH | ISHARES TR | 10.21% | $23.1M | 353,481 | $46.02 | $65.26 | +$1.5M |
Industry Allocation
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