Altus Wealth Management, LLC

Est. AUM

$225.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$48.2M	150340	21.44%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$36.9M	63964	16.41%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$35.6M	308732	15.81%	SOLE
4	ISHARES TR	CORE DIV GRWTH	$31.0M	441639	13.78%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$30.6M	452944	13.60%	SOLE
6	ISHARES TR	MSCI INTL QUALTY	$22.9M	494554	10.16%	SOLE
7	ISHARES TR	INVESTMENT GRADE	$3.2M	69944	1.40%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$3.1M	125431	1.39%	SOLE
9	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$2.5M	54559	1.12%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	2587	0.75%	SOLE
11	PROCTER & GAMBLE CO	COM	$1.0M	7044	0.45%	SOLE
12	VANGUARD WORLD FD	INF TECH ETF	$972K	1393	0.43%	SOLE
13	ISHARES TR	S&P 100 ETF	$797K	2504	0.35%	SOLE
14	ALPHABET INC	CAP STK CL C	$794K	2767	0.35%	SOLE
15	APPLE INC	COM	$718K	2828	0.32%	SOLE
16	ISHARES TR	RUS 1000 GRW ETF	$658K	1543	0.29%	SOLE
17	MICROSOFT CORP	COM	$496K	1340	0.22%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$496K	10379	0.22%	SOLE
19	TESLA INC	COM	$414K	1115	0.18%	SOLE
20	ALPHABET INC	CAP STK CL A	$408K	1419	0.18%	SOLE
21	ISHARES TR	NATIONAL MUN ETF	$399K	3755	0.18%	SOLE
22	AMAZON COM INC	COM	$386K	1855	0.17%	SOLE
23	ISHARES TR	RUS 1000 VAL ETF	$376K	1761	0.17%	SOLE
24	META PLATFORMS INC	CL A	$342K	598	0.15%	SOLE
25	BROADCOM INC	COM	$326K	1053	0.14%	SOLE
26	NVIDIA CORPORATION	COM	$275K	1576	0.12%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$246K	513	0.11%	SOLE
28	TOYOTA MOTOR CORP	ADS	$206K	1000	0.09%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.