Data as of Q4 2025 (Dec 31, 2025)

Altus Wealth Management, LLC

•CIK: 1802107•Filing: Q4 2025

**Altus Wealth Management, LLC** manages $232M across a diversified portfolio of 30 holdings. The strategy exhibits a significant allocation to broad market exposure, anchored by VTI at $50.3M and NDQ at $39.6M. Notable concentrations include substantial positions in sector-specific ETFs such as EQWL ($35.8M) and DGRO ($30.5M). This structure suggests a core focus on established market indices while maintaining tactical exposure across various asset classes.

Total AUM
$232.0M
QoQ Performance
+2.7%
Positions
20
Top 10 Concentration
94.6%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
NDQ
EQWL
DGRO
IJH
IQLT
VTI21.7%
NDQ17.1%
EQWL15.4%
DGRO13.2%
IJH10.2%
IQLT9.3%
IGV4.1%
IGEB1.3%

📈 Biggest Buys

IGEB
ISHARES TR
+51.2%
1.3% of portfolio
SJNK
SPDR SERIES TRUST
+29.5%
1.3% of portfolio
JPIE
J P MORGAN EXCHANGE TRADED F
+27.2%
1.0% of portfolio
IQLT
ISHARES TR
+2.4%
9.3% of portfolio
DGRO
ISHARES TR
+1.2%
13.2% of portfolio

📉 Biggest Sells

NDQ
INVESCO QQQ TR
-3.4%
17.1% of portfolio
VTI
VANGUARD INDEX FDS
-1.0%
21.7% of portfolio
NVDA
NVIDIA CORPORATION
-17.3%
0.2% of portfolio
SPY
SPDR S&P 500 ETF TR
-3.7%
0.8% of portfolio
GOOGL
ALPHABET INC
-7.3%
0.2% of portfolio

Sector Breakdown

Other96.8%
Technology1.8%
ETF0.8%
Consumer0.4%
Financial0.2%

Changes from Q3 2025

NEW2 new positions
↑11 increased
↓8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTI21.7%
VANGUARD INDEX FDS
$50.3M
NDQ17.1%
INVESCO QQQ TR
$39.6M
EQWL15.4%
INVESCO EXCHANGE TRADED FD T
$35.8M
DGRO13.2%
ISHARES TR
$30.5M
IJH10.2%
ISHARES TR
$23.7M

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