Altus Wealth Management, LLC - Portfolio overview

Altus Wealth Management, LLC has 29 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 20.50%
2. QQQ - INVESCO QQQ TR, 15.69%
3. EQWL - INVESCO EXCHANGE TRADED FD T, 15.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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