Altus Wealth Management, LLC 13F Holdings · Q2 2026
Altus Wealth Management, LLC reported 26 securities worth $259.79M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (21.57%), QQQ (18.16%), EQWL (15.58%). Among its top 25 positions this quarter: 13 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $56.0M | 21.57% | 151,443 | Added |
| 2 | QQQ | INVESCO QQQ TR | $47.2M | 18.16% | 64,081 | Added |
| 3 | EQWL | INVESCO EXCHANGE TRADED FD T | $40.5M | 15.58% | 313,710 | Added |
| 4 | IJH | ISHARES TR | $35.8M | 13.77% | 464,048 | Added |
| 5 | DGRO | ISHARES TR | $33.7M | 12.98% | 444,824 | Added |
| 6 | IQLT | ISHARES TR | $25.5M | 9.80% | 513,827 | Added |
| 7 | SJNK | SPDR SERIES TRUST | $3.2M | 1.23% | 127,452 | Added |
| 8 | IGEB | ISHARES TR | $3.1M | 1.20% | 69,168 | Trimmed |
| 9 | JPIE | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.95% | 53,844 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 0.73% | 2,541 | Trimmed |
| 11 | VGT | VANGUARD WORLD FD | $1.3M | 0.51% | 11,004 | Added |
| 12 | OEF | ISHARES TR | $1.1M | 0.42% | 2,951 | Added |
| 13 | GOOG | ALPHABET INC | $1.1M | 0.41% | 3,047 | Added |
| 14 | PG | PROCTER & GAMBLE CO | $1.0M | 0.40% | 6,999 | Trimmed |
| 15 | AAPL | APPLE INC | $952,020 | 0.37% | 3,290 | Added |
| 16 | IWF | ISHARES TR | $766,377 | 0.30% | 6,172 | Added |
| 17 | MSFT | MICROSOFT CORP | $521,681 | 0.20% | 1,399 | Added |
| 18 | GOOGL | ALPHABET INC | $484,450 | 0.19% | 1,356 | Trimmed |
| 19 | SHM | SPDR SERIES TRUST | $497,829 | 0.19% | 10,379 | Hold |
| 20 | TSLA | TESLA INC | $460,466 | 0.18% | 1,095 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $429,012 | 0.17% | 1,800 | Trimmed |
| 22 | IWD | ISHARES TR | $426,919 | 0.16% | 1,761 | Hold |
| 23 | MUB | ISHARES TR | $404,113 | 0.16% | 3,755 | Hold |
| 24 | AVGO | BROADCOM INC | $397,771 | 0.15% | 1,053 | Hold |
| 25 | NVDA | NVIDIA CORPORATION | $308,466 | 0.12% | 1,542 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR