Altus Wealth Management, LLC Q4 2025 Filing
Filed January 22, 2026
Portfolio Value
$232.0M
Holdings
30
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 150,156 | $50.3M | 21.70% | |
| 2 | NDQINVESCO QQQ TR | 64,389 | $39.6M | 17.05% | |
| 3 | EQWLINVESCO EXCHANGE TRADED FD T | 302,828 | $35.8M | 15.43% | |
| 4 | DGROISHARES TR | 439,942 | $30.5M | 13.17% | |
| 5 | IJHISHARES TR | 358,366 | $23.7M | 10.20% | |
| 6 | IQLTISHARES TR | 476,554 | $21.7M | 9.34% | |
| 7 | IGVISHARES TR | 89,753 | $9.5M | 4.09% | |
| 8 | IGEBISHARES TR | 66,936 | $3.1M | 1.32% | |
| 9 | SJNKSPDR SERIES TRUST | 119,388 | $3.0M | 1.30% | |
| 10 | JPIEJ P MORGAN EXCHANGE TRADED F | 52,094 | $2.4M | 1.04% | |
| 11 | SPYSPDR S&P 500 ETF TR | 2,622 | $1.8M | 0.77% | |
| 12 | VGTVANGUARD WORLD FD | 1,498 | $1.1M | 0.49% | |
| 13 | AAPLAPPLE INC | 3,633 | $987K | 0.43% | |
| 14 | GOOGALPHABET INC | 2,837 | $890K | 0.38% | |
| 15 | PGPROCTER AND GAMBLE CO | 6,129 | $878K | 0.38% | |
| 16 | OEFISHARES TR | 2,441 | $837K | 0.36% | |
| 17 | IWFISHARES TR | 1,543 | $730K | 0.31% | |
| 18 | MSFTMICROSOFT CORP | 1,406 | $679K | 0.29% | |
| 19 | GOOGLALPHABET INC | 1,598 | $500K | 0.22% | |
| 20 | AMZNAMAZON COM INC | 2,160 | $498K | 0.21% | |
| 21 | SHMSPDR SERIES TRUST | 10,379 | $498K | 0.21% | |
| 22 | AVGOBROADCOM INC | 1,240 | $429K | 0.18% | |
| 23 | MUBISHARES TR | 3,756 | $402K | 0.17% | |
| 24 | TSLATESLA INC | 871 | $391K | 0.17% | |
| 25 | METAMETA PLATFORMS INC | 583 | $384K | 0.17% | |
| 26 | NVDANVIDIA CORPORATION | 2,030 | $378K | 0.16% | |
| 27 | IWDISHARES TR | 1,761 | $370K | 0.16% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 513 | $257K | 0.11% | |
| 29 | TMTOYOTA MOTOR CORP | 1,000 | $214K | 0.09% | |
| 30 | VVISA INC | 571 | $200K | 0.09% |