§ 13F · FUND PROFILE
Altus Wealth Management, LLC.
AUM · $260M (13F)Positions · 26Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 151K | $56M | 21.6% | +1% |
| 2 | QQQ | INVESCO QQQ TR | 64K | $47M | 18.2% | ±0% |
| 3 | EQWL | INVESCO EXCHANGE TRADED FD T | 314K | $40M | 15.6% | +2% |
| 4 | IJH | ISHARES TR | 464K | $36M | 13.8% | +2% |
| 5 | DGRO | ISHARES TR | 445K | $34M | 13.0% | +1% |
| 6 | IQLT | ISHARES TR | 514K | $25M | 9.8% | +4% |
| 7 | SJNK | SPDR SERIES TRUST | 127K | $3M | 1.2% | +2% |
| 8 | IGEB | ISHARES TR | 69K | $3M | 1.2% | −1% |
| 9 | JPIE | J P MORGAN EXCHANGE TRADED F | 54K | $2M | 1.0% | −1% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 3K | $2M | 0.7% | −2% |
§ 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 $260 million in assets. The fund runs a focused portfolio of just 26 positions.
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