Altus Wealth Management, LLC
26 holdingsFiling period: 2026-06-30Current AUM: $258.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Fds | 151.4K | $56.0M | $56.3M | 21.73% | +1.1K | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 64.1K | $47.2M | $44.2M | 17.09% | +117 | 2026-06-30 |
| 3 | EQWL | Invesco Exchange Traded FD T | 313.7K | $40.5M | $41.5M | 16.01% | +5.0K | 2026-06-30 |
| 4 | IJH | iShares TR | 464.0K | $35.8M | $34.0M | 13.14% | +11.1K | 2026-06-30 |
| 5 | DGRO | iShares TR | 444.8K | $33.7M | $36.0M | 13.92% | +3.2K | 2026-06-30 |
| 6 | IQLT | iShares TR | 513.8K | $25.5M | $25.9M | 10.00% | +19.3K | 2026-06-30 |
| 7 | SJNK | Spdr Series Trust | 127.5K | $3.2M | $3.1M | 1.19% | +2.0K | 2026-06-30 |
| 8 | IGEB | iShares TR | 69.2K | $3.1M | $3.0M | 1.16% | -776 | 2026-06-30 |
| 9 | JPIE | J P Morgan Exchange Traded F | 53.8K | $2.5M | $2.4M | 0.94% | -715 | 2026-06-30 |
| 10 | SPY | State Str Spdr S&P 500 ETF T | 2.5K | $1.9M | $1.9M | 0.74% | -46 | 2026-06-30 |
| 11 | VGT | Vanguard World FD | 11.0K | $1.3M | $1.3M | 0.50% | +9.6K | 2026-06-30 |
| 12 | OEF | iShares TR | 3.0K | $1.1M | $1.1M | 0.43% | +447 | 2026-06-30 |
| 13 | GOOG | Alphabet Inc | 3.0K | $1.1M | $847K | 0.33% | +280 | 2026-06-30 |
| 14 | PG | Procter & Gamble Co | 7.0K | $1.0M | $1.1M | 0.44% | -45 | 2026-06-30 |
| 15 | AAPL | Apple Inc | 3.3K | $952K | $1.1M | 0.44% | +462 | 2026-06-30 |
| 16 | IWF | iShares TR | 6.2K | $766K | $726K | 0.28% | +4.6K | 2026-06-30 |
| 17 | MSFT | Microsoft Corp | 1.4K | $521K | $729K | 0.28% | +59 | 2026-06-30 |
| 18 | SHM | Spdr Series Trust | 10.4K | $497K | $493K | 0.19% | -- | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc | 1.4K | $484K | $379K | 0.15% | -63 | 2026-06-30 |
| 20 | TSLA | Tesla Inc | 1.1K | $460K | $437K | 0.17% | -20 | 2026-06-30 |
| 21 | AMZN | Amazon.com Inc | 1.8K | $429K | $433K | 0.17% | -55 | 2026-06-30 |
| 22 | IWD | iShares TR | 1.8K | $426K | $455K | 0.18% | -- | 2026-06-30 |
| 23 | MUB | iShares TR | 3.8K | $404K | $391K | 0.15% | -- | 2026-06-30 |
| 24 | AVGO | Broadcom Inc | 1.1K | $397K | $343K | 0.13% | -- | 2026-06-30 |
| 25 | NVDA | NVIDIA Corporation | 1.5K | $308K | $315K | 0.12% | -34 | 2026-06-30 |
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