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Altus Wealth Management, LLC Portfolio
$263.4M across 27 positions as of 2026-09-30, with 96% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.1%
-2.4% a year vs the S&P 500
3 years
+19.2%
-2.1% a year vs the S&P 500
5 years
+10.4%
-1.8% a year vs the S&P 500
Quarters ahead
8 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +15.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.6% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +2.4% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $57.6M | 21.9% | 153,886 |
| QQQInvesco QQQ Trust, Series 1 | $47.8M | 18.1% | 64,584 |
| INVESCO EXCHANGE TRADED FD T | $41.1M | 15.6% | 318,394 |
| IJHiShares Core S&P Mid-Cap ETF | $34.4M | 13.1% | 478,796 |
| DGROiShares Core Dividend Growth ETF | $34.3M | 13.0% | 455,467 |
| IQLTiShares MSCI Intl Quality Factor ETF | $26.1M | 9.9% | 528,589 |
| SPDR SERIES TRUST | $3.3M | 1.2% | 134,395 |
| ISHARES TR | $3.1M | 1.2% | 73,447 |
| JPIEJPMorgan Income ETF | $2.5M | 1.0% | 56,739 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.9M | 0.7% | 2,541 |
| VGTVanguard Information Tech ETF | $1.4M | 0.5% | 11,004 |
| AAPLApple Inc | $1.1M | 0.4% | 3,441 |
| OEFiShares S&P 100 Fund | $1.1M | 0.4% | 2,923 |
| PGProcter & Gamble Co | $1.1M | 0.4% | 7,565 |
| GOOGAlphabet Inc | $1M | 0.4% | 3,047 |
| IWFiShares Russell 1000 Growth ETF | $773.1K | 0.3% | 6,172 |
| MSFTMicrosoft Corp | $717.5K | 0.3% | 1,399 |
| SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | $484.2K | 0.2% | 10,379 |
| GOOGLAlphabet Inc | $466.5K | 0.2% | 1,356 |
| AMZNAmazon.com Inc | $448.5K | 0.2% | 1,800 |
| IWDiShares Russell 1000 Value ETF | $436.6K | 0.2% | 1,761 |
| TSLATesla Inc | $388.4K | 0.1% | 1,095 |
| MUBiShares National Muni Bond ETF | $379.6K | 0.1% | 3,755 |
| AVGOBroadcom Inc | $369.8K | 0.1% | 1,053 |
| NVDANVIDIA Corp | $352.1K | 0.1% | 1,542 |
| METAMeta Platforms Inc | $321.3K | 0.1% | 443 |
| SCCOSouthern Copper Corp | $232.1K | 0.1% | 1,145 |
Quarter ending 2026-09-30.
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