Altus Wealth Management, LLC 13F Portfolio

CIK 1802107 Filing since Q4 2019 Q3 2026 filed Oct 13, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 13, 2026.

Portfolio Snapshot

11 positions · Q3 2026

Altus Wealth Management, LLC reported 11 positions worth $6.58M for the quarter ended Sep 30, 2026. Its largest holding is Apple Inc. at 17.4% of the portfolio.

Portfolio Value
$6.58M
— QoQ · +6.8% YoY
Positions
11
first quarter on file
Top 10 Concentration
96.5%
of portfolio value
Largest Position
AAPL 17.4%
Apple Inc.
Net Buying
–
no prior quarter to compare
Turnover
–
of the portfolio traded
Top Sector
Technology
67% of value
Track Record
27
quarters on file since Q4 2019

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

4 sectors
67.05%
Technology
Technology67.05%
Consumer Staples16.7%
Consumer Discretionary12.72%
Basic Materials3.53%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyConsumer StaplesConsumer DiscretionaryBasic MaterialsReal EstateHealthcareFinancial ServicesIndustrialsCommunication ServicesUtilities
Holdings · Q3 2026

11 Positions

As ofSep 30, 2026
Value$6.58M
Top 1096.5%
Avg position$598.11K
# Activity
Showing all 11 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Altus Wealth Management.

About Altus Wealth Management, LLC’s 13F Portfolio

What are Altus Wealth Management, LLC’s largest holdings?

As of its Q3 2026 13F filing, Altus Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 17.4%, PROCTER & GAMBLE Co (PG) at 16.7%, Alphabet Inc. (GOOG) at 15.8%, Microsoft Corp (MSFT) at 10.9%, Alphabet Inc. (GOOGL) at 7.1% of the reported portfolio.

How much is Altus Wealth Management, LLC’s portfolio worth?

Altus Wealth Management, LLC reported a 13F portfolio worth $6.58M across 11 positions for Q3 2026.

Where does this data come from?

From the Form 13F-HR reports Altus Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.