Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Altus Wealth Management, LLC (CIK 1802107) reported $225.0M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($48.2M, 21.44%), QQQ ($36.9M, 16.41%), EQWL ($35.6M, 15.81%), DGRO ($31.0M, 13.78%), IJH ($30.6M, 13.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $48.2M | 21.44% | 150,340 | Added |
| 2 | QQQ | INVESCO QQQ TR | $36.9M | 16.41% | 63,964 | Trimmed |
| 3 | EQWL | INVESCO EXCHANGE TRADED FD T | $35.6M | 15.81% | 308,732 | Added |
| 4 | DGRO | ISHARES TR | $31.0M | 13.78% | 441,639 | Added |
| 5 | IJH | ISHARES TR | $30.6M | 13.60% | 452,944 | Added |
| 6 | IQLT | ISHARES TR | $22.9M | 10.16% | 494,554 | Added |
| 7 | IGEB | ISHARES TR | $3.2M | 1.40% | 69,944 | Added |
| 8 | SJNK | SPDR SERIES TRUST | $3.1M | 1.39% | 125,431 | Added |
| 9 | JPIE | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.12% | 54,559 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $1.7M | 0.75% | 2,587 | Trimmed |
| 11 | PG | PROCTER & GAMBLE CO | $1.0M | 0.45% | 7,044 | Added |
| 12 | VGT | VANGUARD WORLD FD | $971,924 | 0.43% | 1,393 | Trimmed |
| 13 | OEF | ISHARES TR | $796,544 | 0.35% | 2,504 | Added |
| 14 | GOOG | ALPHABET INC | $793,742 | 0.35% | 2,767 | Trimmed |
| 15 | AAPL | APPLE INC | $717,662 | 0.32% | 2,828 | Trimmed |
| 16 | IWF | ISHARES TR | $657,935 | 0.29% | 1,543 | Hold |
| 17 | MSFT | MICROSOFT CORP | $496,060 | 0.22% | 1,340 | Trimmed |
| 18 | SHM | SPDR SERIES TRUST | $496,428 | 0.22% | 10,379 | Hold |
| 19 | GOOGL | ALPHABET INC | $407,908 | 0.18% | 1,419 | Trimmed |
| 20 | MUB | ISHARES TR | $398,593 | 0.18% | 3,755 | Trimmed |
| 21 | TSLA | TESLA INC | $414,421 | 0.18% | 1,115 | Added |
| 22 | IWD | ISHARES TR | $376,273 | 0.17% | 1,761 | Hold |
| 23 | AMZN | AMAZON COM INC | $386,341 | 0.17% | 1,855 | Trimmed |
| 24 | META | META PLATFORMS INC | $342,134 | 0.15% | 598 | Added |
| 25 | AVGO | BROADCOM INC | $325,914 | 0.14% | 1,053 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31