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.