Universe · entity
Altus Wealth Management, LLC
Institutional manager (13F) · CIK 1802107
13F holdings · as of 2026-03-31 · top 28 · reported portfolio $225M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $48M | 150,340 |
| 2 | INVESCO QQQ TR | $37M | 63,964 |
| 3 | INVESCO EXCHANGE TRADED FD T | $36M | 308,732 |
| 4 | ISHARES TR | $31M | 441,639 |
| 5 | ISHARES TR | $31M | 452,944 |
| 6 | ISHARES TR | $23M | 494,554 |
| 7 | ISHARES TR | $3M | 69,944 |
| 8 | SPDR SERIES TRUST | $3M | 125,431 |
| 9 | J P MORGAN EXCHANGE TRADED F | $3M | 54,559 |
| 10 | STATE STR SPDR S&P 500 ETF T | $2M | 2,587 |
| 11 | PROCTER & GAMBLE CO | $1M | 7,044 |
| 12 | VANGUARD WORLD FD | $972k | 1,393 |
| 13 | ISHARES TR | $797k | 2,504 |
| 14 | ALPHABET INC | $794k | 2,767 |
| 15 | APPLE INC | $718k | 2,828 |
| 16 | ISHARES TR | $658k | 1,543 |
| 17 | SPDR SERIES TRUST | $496k | 10,379 |
| 18 | MICROSOFT CORP | $496k | 1,340 |
| 19 | TESLA INC | $414k | 1,115 |
| 20 | ALPHABET INC | $408k | 1,419 |
| 21 | ISHARES TR | $399k | 3,755 |
| 22 | AMAZON COM INC | $386k | 1,855 |
| 23 | ISHARES TR | $376k | 1,761 |
| 24 | META PLATFORMS INC | $342k | 598 |
| 25 | BROADCOM INC | $326k | 1,053 |
| 26 | NVIDIA CORPORATION | $275k | 1,576 |
| 27 | BERKSHIRE HATHAWAY INC DEL | $246k | 513 |
| 28 | TOYOTA MOTOR CORP | $206k | 1,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.