account_balance

Investment manager · 13F filer · SEC CIK 1802107

Altus Wealth Management, LLC

Reported value$263Mas of Sep 30, 2026
Positions27 1 new, 0 sold out
Top 10 weight95.8%VTI alone is 22%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 21.9% Held
QQQ Invesco QQQ Tr 18.1% Held
EQWL Invesco Exchange Traded Fd T 15.6% Held
IJH iShares Tr 13.1% Added +3%
DGRO iShares Tr 13.0% Added +2%
IQLT iShares Tr 9.9% Added +3%
SJNK SPDR Series Trust 1.2% Added +5%
IGEB iShares Tr 1.2% Added +6%
JPIE J P Morgan Exchange Traded F 1.0% Added +5%
SPY SPDR S&P 500 ETF Trust 0.7% Held
VGT Vanguard World Fd 0.5% Held
AAPL Apple Inc. 0.4% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 21, 2026 filing
add_circleNew
arrow_upwardAdded
  • PG +8%
  • IGEB +6%
  • SJNK +5%
  • JPIE +5%
arrow_downwardTrimmed

None

remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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