Altus Wealth Management, LLC Portfolio Holdings

Altus Wealth Management, LLC

  • $226 Million
  • Q3 2025

Altus Wealth Management, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $226 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $49.8M, Invesco Qqq Trust, Series 1 with a value of $40M, Invesco Exchange Traded Fd Tr with a value of $34.4M, Ishares Core Dividend Growth E with a value of $29.6M, and Ishares Core S&P Mid Cap ETF with a value of $23.1M.

Examining the 13F form we can see an increase of $16.8M in the current position value, from $209M to 226M.

Below you can find more details about Altus Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Million
ETFs: $218 Million
Technology: $2.53 Million
Communication Services: $1.54 Million
Consumer Defensive: $962,000
Consumer Cyclical: $871,000
Financial Services: $257,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.8 Million 22.05% of portfolio
151,650
Q3 2025 Added 1.57%
$0
$40 Million 17.72% of portfolio
66,625
Q3 2025 Added 1.42%
$0
$34.4 Million 15.24% of portfolio
299,901
Q3 2025 Added 1.53%
$0
$29.6 Million 13.12% of portfolio
434,851
Q3 2025 Added 1.64%
$0
$23.1 Million 10.22% of portfolio
353,481
Q3 2025 Added 1.81%
$0
$20.6 Million 9.11% of portfolio
465,418
Q3 2025 Added 3.42%
$0
$10.3 Million 4.55% of portfolio
89,220
Q3 2025 Added 0.88%
$0
$2.36 Million 1.05% of portfolio
92,216
Q3 2025 Added 6.67%
$0
$2.04 Million 0.9% of portfolio
44,264
Q3 2025 Added 2.02%
$0
$1.9 Million 0.84% of portfolio
40,952
Q3 2025 Added 1.87%
$0
$1.81 Million 0.8% of portfolio
2,724
Q3 2025 Reduced 0.51%
$0
$1.12 Million 0.5% of portfolio
1,498
Q3 2025 Reduced 0.99%
$359B
$962,000 0.43% of portfolio
6,262
Q2 2025 Reduced 89.25%
$4.22T
$924,000 0.41% of portfolio
3,632
Q3 2025 Added 14.76%
$3.86T
$738,000 0.33% of portfolio
1,425
Q3 2025 Reduced 0.35%
$0
$722,000 0.32% of portfolio
1,543
Q4 2023 New
$0
$649,000 0.29% of portfolio
2,440
Q3 2025 Added 34.81%
$0
$500,000 0.22% of portfolio
10,379
Q2 2025 Reduced 10.05%
$2.26T
$484,000 0.21% of portfolio
2,205
Q3 2025 Reduced 3.88%
$451B
$458,000 0.2% of portfolio
2,455
Q3 2025 Added 4.25%
$1.65T
$428,000 0.19% of portfolio
583
Q3 2025 Added 11.47%
$1.5T
$418,000 0.19% of portfolio
1,723
Q3 2025 Added 8.84%
$0
$399,000 0.18% of portfolio
3,755
Q2 2025 Reduced 5.06%
$139B
$409,000 0.18% of portfolio
1,240
Q2 2025 Reduced 0.8%
$1.4T
$387,000 0.17% of portfolio
871
Q3 2025 Added 6.09%
$0
$358,000 0.16% of portfolio
1,761
Q4 2023 New
$646B
$257,000 0.11% of portfolio
513
Q3 2025 Reduced 7.23%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $226 Million
  • Prior Value $209 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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