Altus Wealth Management, LLC Top Holdings and 13F Report (2025) About Altus Wealth Management, LLCInvestment ActivityAltus Wealth Management, LLC has $225.85 million in total holdings as of September 30, 2025.Altus Wealth Management, LLC owns shares of 28 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 1.89% of the portfolio was purchased this quarter.About 0.22% of the portfolio was sold this quarter.This quarter, Altus Wealth Management, LLC has purchased 30 new stocks and bought additional shares in 17 stocks.Altus Wealth Management, LLC sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $49,766,945Invesco QQQ $39,999,721Invesco S&P 100 Equal Weight ETF $34,392,647iShares Core Dividend Growth ETF $29,604,651iShares Core S&P Mid-Cap ETF $23,068,170 Largest Purchases this Quarter Vanguard Total Stock Market ETF 2,349 shares (about $770.87K)iShares MSCI Intl Quality Factor ETF 15,396 shares (about $680.35K)Invesco QQQ 936 shares (about $561.95K)Invesco S&P 100 Equal Weight ETF 4,512 shares (about $517.44K)iShares Core Dividend Growth ETF 6,997 shares (about $476.36K) Largest Sales this Quarter Berkshire Hathaway 40 shares (about $20.11K)Amazon.com 89 shares (about $19.54K)Vanguard Information Technology ETF 15 shares (about $11.20K)SPDR S&P 500 ETF Trust 14 shares (about $9.33K)Microsoft 5 shares (about $2.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$49,766,945$770,871 ▲1.6%151,65022.0%ETFQQQInvesco QQQ$39,999,721$561,947 ▲1.4%66,62517.7%FinanceEQWLInvesco S&P 100 Equal Weight ETF$34,392,647$517,436 ▲1.5%299,90115.2%ETFDGROiShares Core Dividend Growth ETF$29,604,651$476,356 ▲1.6%434,85113.1%ETFIJHiShares Core S&P Mid-Cap ETF$23,068,170$409,245 ▲1.8%353,48110.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$20,566,821$680,349 ▲3.4%465,4189.1%ETFIGViShares Expanded Tech-Software Sector ETF$10,261,196$89,708 ▲0.9%89,2204.5%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$2,360,730$147,661 ▲6.7%92,2161.0%ETFIGEBiShares Investment Grade Systematic Bond ETF$2,038,136$40,289 ▲2.0%44,2640.9%ETFJPIEJPMorgan Income ETF$1,900,582$34,854 ▲1.9%40,9520.8%ETFSPYSPDR S&P 500 ETF Trust$1,814,674$9,327 ▼-0.5%2,7240.8%FinanceVGTVanguard Information Technology ETF$1,118,452$11,199 ▼-1.0%1,4980.5%ETFPGProcter & Gamble$962,0840.0%6,2620.4%Consumer StaplesAAPLApple$924,799$118,910 ▲14.8%3,6320.4%Computer and TechnologyOEFiShares S&P 100 ETF$812,216$209,712 ▲34.8%2,4400.4%ETFMSFTMicrosoft$738,234$2,590 ▼-0.3%1,4250.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$722,7570.0%1,5430.3%ETFGOOGAlphabet$690,951$102,778 ▲17.5%2,8370.3%Computer and TechnologySHMSPDR Nuveen ICE Short Term Municipal Bond ETF$500,4750.0%10,3790.2%FinanceAMZNAmazon.com$484,152$19,542 ▼-3.9%2,2050.2%Retail/WholesaleNVDANVIDIA$458,054$18,658 ▲4.2%2,4550.2%Computer and TechnologyMETAMeta Platforms$428,144$44,063 ▲11.5%5830.2%Computer and TechnologyGOOGLAlphabet$418,940$34,040 ▲8.8%1,7230.2%Computer and TechnologyAVGOBroadcom$409,0880.0%1,2400.2%Computer and TechnologyMUBiShares National Muni Bond ETF$399,8700.0%3,7550.2%ETFTSLATesla$387,351$22,236 ▲6.1%8710.2%Auto/Tires/TrucksIWDiShares Russell 1000 Value ETF$358,5220.0%1,7610.2%ETFBRK.BBerkshire Hathaway$257,906$20,110 ▼-7.2%5130.1%FinanceCOSTCostco Wholesale$0$239,565 ▼-100.0%00.0%Retail/WholesaleVVisa$0$202,734 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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