§ 13F · FUND PROFILE
Altus Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $208.9T (13F)Positions · 30Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$232.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 150K | $50.3T | 21.7% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 64K | $39.6T | 17.1% | NEW |
| 3 | EQWL | INVESCO EXCHANGE TRADED FD T | 303K | $35.8T | 15.4% | NEW |
| 4 | DGRO | ISHARES TR | 440K | $30.5T | 13.2% | NEW |
| 5 | IJH | ISHARES TR | 358K | $23.7T | 10.2% | NEW |
| 6 | IQLT | ISHARES TR | 477K | $21.7T | 9.3% | NEW |
| 7 | IGV | ISHARES TR | 90K | $9.5T | 4.1% | NEW |
| 8 | IGEB | ISHARES TR | 67K | $3.1T | 1.3% | NEW |
| 9 | SJNK | SPDR SERIES TRUST | 119K | $3.0T | 1.3% | NEW |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | 52K | $2.4T | 1.0% | NEW |
§ 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 $208931.7 trillion in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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