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Q2 2026 13F · SEC CIK 1802107

Altus Wealth Management, LLC

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$259.8M
Reported positions
26
Top holdings a year, 3 yrs
+18.4%
Assets under management
$405.2M

Altus Wealth Management, LLC is a wealth manager that reported 26 positions worth $259.8M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Vanguard Index Fds (VTI, 21.6%), Invesco Qqq Tr (QQQ, 18.2%), Invesco Exchange Traded Fd T (EQWL, 15.6%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 20.4% for the S&P 500.

Altus Wealth Management, LLC holdings all 26 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Altus Wealth Management, LLC 13F holdings
Stock% of 13F valueShare changeReported value
VTIVanguard Index Fds21.6%+0.7%$56.0M
QQQInvesco Qqq Tr18.2%+0.2%$47.2M
EQWLInvesco Exchange Traded Fd T15.6%+1.6%$40.5M
IJHIshares Tr13.8%+2.5%$35.8M
DGROIshares Core Dividend Growth ETF13.0%+0.7%$33.7M
IQLTIshares Tr9.8%+3.9%$25.5M
SJNKSpdr Series Trust1.2%+1.6%$3.2M
IGEBIshares Tr1.2%-1.1%$3.1M
JPIEJpmorgan Income ETF1.0%-1.3%$2.5M
SPYSpdr S&p 500 ETF Tr0.7%-1.8%$1.9M
VGTVanguard Info Tech0.5%+689.9%$1.3M
OEFIshares S&p 100 ETF0.4%+17.9%$1.1M
GOOGAlphabet Inc0.4%+10.1%$1.1M
PGProcter & Gamble Co Com0.4%-0.6%$1.0M
AAPLApple Inc0.4%+16.3%$952K
IWFIshares Russell 1000 Growth ETF0.3%+300.0%$766K
MSFTMicrosoft Corp0.2%+4.4%$522K
SHMState Street ETF/USA0.2%+0.0%$498K
GOOGLAlphabet Inc0.2%-4.4%$484K
TSLATesla Inc Com0.2%-1.8%$460K
AMZNAmazon Com Inc Com0.2%-3.0%$429K
IWDIshares Russell 1000 Value ETF0.2%+0.0%$427K
MUBIshares National Muni Bond ETF0.2%+0.0%$404K
AVGOBroadcom Inc0.2%+0.0%$398K
NVDANvidia Corporation Com0.1%-2.2%$308K
METAMeta Platforms Inc Class A0.1%-13.4%$292K

What Altus Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

No new positions among the largest holdings.

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+19.7% /yr
S&P 500 +20.1%
3 years
+18.4% /yr
S&P 500 +20.4%
5 years
+10.2% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$259.8M26
Q1 2026$225.0M28
Q4 2025$232.0M30
Q3 2025$225.8M28
Q2 2025$208.9M30
Q1 2025$213.6M41
Q4 2024$223.6M41
Q3 2024$213.2M40
Q2 2024$208.1M42
Q1 2024$190.1M41
Q4 2023$167.2M39
Q3 2023$144.0M36

Questions about Altus Wealth Management, LLC's portfolio

What stocks does Altus Wealth Management, LLC own?

Altus Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 26 positions worth $259.8M. The largest are Vanguard Index Fds (VTI) at 21.6%, Invesco Qqq Tr (QQQ) at 18.2%, Invesco Exchange Traded Fd T (EQWL) at 15.6%, Ishares Tr (IJH) at 13.8% and Ishares Core Dividend Growth ETF (DGRO) at 13.0%.

What did Altus Wealth Management, LLC buy last quarter?

In Q2 2026, Altus Wealth Management, LLC added Vanguard Info Tech (VGT) (+689.9% shares), Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares) and Ishares S&p 100 ETF (OEF) (+17.9% shares), compared with its Q1 2026 filing.

What did Altus Wealth Management, LLC sell last quarter?

In Q2 2026, Altus Wealth Management, LLC sold all of Berkshire Hathaway Inc Del (BRK-B), sold all of Toyota Motor Corp Ads (TM) and Meta Platforms Inc Class A (META) (-13.4% shares), compared with its Q1 2026 filing.

How has Altus Wealth Management, LLC's portfolio performed?

A portfolio copying Altus Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.7% against +20.1%. Over 5 years: +10.2% a year against +11.6%.

When is Altus Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Altus Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Altus Wealth Management, LLC manage?

Altus Wealth Management, LLC reported $405.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $259.8M.