Altus Wealth Management, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $209 Million distributed in 30 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 $45.4M, Invesco Qqq Trust, Series 1 with a value of $36.2M, Invesco Exchange Traded Fd Tr with a value of $32.5M, Ishares Core Dividend Growth E with a value of $27.4M, and Ishares Core S&P Mid Cap ETF with a value of $21.5M.

Examining the 13F form we can see an decrease of $4.14M in the current position value, from $213M to 209M.

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

Portfolio value $209 Million
ETFs: $201 Million
Technology: $2.07 Million
Consumer Defensive: $1.24 Million
Communication Services: $1.09 Million
Consumer Cyclical: $763,000
Financial Services: $470,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $209 Million
  • Prior Value $213 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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