§ 13F · FUND PROFILE
Altus Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $209M (13F)Positions · 30Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 150K | $48M | 21.4% | ±0% |
| 2 | QQQ | INVESCO QQQ TR | 64K | $37M | 16.4% | −1% |
| 3 | EQWL | INVESCO EXCHANGE TRADED FD T | 309K | $36M | 15.8% | +2% |
| 4 | DGRO | ISHARES TR | 442K | $31M | 13.8% | ±0% |
| 5 | IJH | ISHARES TR | 453K | $31M | 13.6% | +26% |
| 6 | IQLT | ISHARES TR | 495K | $23M | 10.2% | +4% |
| 7 | IGEB | ISHARES TR | 70K | $3M | 1.4% | +4% |
| 8 | SJNK | SPDR SERIES TRUST | 125K | $3M | 1.4% | +5% |
| 9 | JPIE | J P MORGAN EXCHANGE TRADED F | 55K | $3M | 1.1% | +5% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 3K | $2M | 0.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTUS SIGNAL
AC read
Altus Wealth Management, LLC is a Other fund managing $209 million in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed