StockDriftsStockDriftsTop 26 Altus Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 21.57% | 151.4K | $56.0M | +0.73%(+1.10K) | $188.27(+102.92%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 18.16% | 64.1K | $47.2M | +0.18%(+117) | $233.13(+209.20%) | 2026-06-30 | |
| EQWL | INVESCO EXCHANGE TRADED FD T | 15.58% | 313.7K | $40.5M | +1.61%(+4.98K) | $106.69(+25.90%) | 2026-06-30 | |
| IJH | ISHARES TR | 13.77% | 464.0K | $35.8M | +2.45%(+11.10K) | $49.73(+56.68%) | 2026-06-30 | |
| DGRO | ISHARES TR | 12.98% | 444.8K | $33.7M | +0.72%(+3.19K) | $52.32(+52.63%) | 2026-06-30 | |
| IQLT | ISHARES TR | 9.8% | 513.8K | $25.5M | +3.90%(+19.27K) | $39.84(+30.20%) | 2026-06-30 | |
| SJNK | SPDR SERIES TRUST | 1.23% | 127.5K | $3.2M | +1.61%(+2.02K) | $25.10(-1.04%) | 2026-06-30 | |
| IGEB | ISHARES TR | 1.2% | 69.2K | $3.1M | -1.11%(-776) | $44.58(-0.79%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 0.95% | 53.8K | $2.5M | -1.31%(-715) | $45.62(+0.42%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.73% | 2.5K | $1.9M | -1.78%(-46) | $398.00(+94.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.28% | +61.32% | +9.90% | +60.29% |
| Top 20 Holdings Unweighted | +16.57% | +58.42% | +10.39% | +63.90% |
Altus Wealth Management, LLC reports $259.79M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are VTI (21.6%), QQQ (18.2%) and EQWL (15.6%). The top 20 holdings account for 99.14% of reported assets. Its disclosed equity book has returned +61.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Altus Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Altus Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802107). View Altus Wealth Management, LLC’s 13F filings on SEC