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 Market Cap. of Under $50 Millions

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

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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