Altus Wealth Management, LLC Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$208.9B
Holdings
30
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 149,301 | $45.4B | 21.72% | |
| 2 | NDQINVESCO QQQ TR | 65,689 | $36.2B | 17.34% | |
| 3 | EQWLINVESCO EXCHANGE TRADED FD T | 295,389 | $32.5B | 15.55% | |
| 4 | DGROISHARES TR | 427,854 | $27.4B | 13.09% | |
| 5 | IJHISHARES TR | 347,210 | $21.5B | 10.31% | |
| 6 | IQLTISHARES TR | 450,022 | $19.4B | 9.31% | |
| 7 | IGVISHARES TR | 88,440 | $9.7B | 4.64% | |
| 8 | SJNKSPDR SERIES TRUST | 86,448 | $2.2B | 1.05% | |
| 9 | IGEBISHARES TR | 43,389 | $2.0B | 0.94% | |
| 10 | JPIEJ P MORGAN EXCHANGE TRADED F | 40,201 | $1.9B | 0.89% | |
| 11 | SPYSPDR S&P 500 ETF TR | 2,738 | $1.7B | 0.81% | |
| 12 | VGTVANGUARD WORLD FD | 1,513 | $1.0B | 0.48% | |
| 13 | PGPROCTER AND GAMBLE CO | 6,262 | $997.6M | 0.48% | |
| 14 | MSFTMICROSOFT CORP | 1,430 | $711.3M | 0.34% | |
| 15 | IWFISHARES TR | 1,543 | $655.1M | 0.31% | |
| 16 | AAPLAPPLE INC | 3,165 | $649.3M | 0.31% | |
| 17 | OEFISHARES TR | 1,810 | $550.9M | 0.26% | |
| 18 | AMZNAMAZON COM INC | 2,294 | $503.3M | 0.24% | |
| 19 | SHMSPDR SERIES TRUST | 10,379 | $496.4M | 0.24% | |
| 20 | GOOGALPHABET INC | 2,415 | $428.4M | 0.21% | |
| 21 | MUBISHARES TR | 3,755 | $392.3M | 0.19% | |
| 22 | METAMETA PLATFORMS INC | 523 | $386.0M | 0.18% | |
| 23 | NVDANVIDIA CORPORATION | 2,355 | $372.1M | 0.18% | |
| 24 | IWDISHARES TR | 1,761 | $342.0M | 0.16% | |
| 25 | AVGOBROADCOM INC | 1,240 | $341.8M | 0.16% | |
| 26 | GOOGLALPHABET INC | 1,583 | $279.0M | 0.13% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 553 | $268.6M | 0.13% | |
| 28 | TSLATESLA INC | 821 | $260.8M | 0.12% | |
| 29 | COSTCOSTCO WHSL CORP NEW | 242 | $239.6M | 0.11% | |
| 30 | VVISA INC | 571 | $202.7M | 0.10% |