Altus Wealth Management, LLC holds a concentrated book of 26 stocks worth $259.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Visa Inc-Class A Shares and trimmed Ishares Investment Grade Sys. Their largest long position is Vanguard Total Stock MKT ETF at 22% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802107/holdings"
Use Arkolith to show Altus Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +24.0%, a 3.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Altus Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Altus Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 43 / 26 | $1.9T |
| FMR LLC | 43 / 26 | $693.9B |
| MORGAN STANLEY | 43 / 26 | $492.1B |
| JPMORGAN CHASE & CO | 43 / 26 | $441.4B |
| BANK OF AMERICA CORP /DE/ | 43 / 26 | $322.0B |
| ROYAL BANK OF CANADA | 43 / 26 | $130.0B |
| WELLS FARGO & COMPANY/MN | 43 / 26 | $122.7B |
| UBS Group AG | 43 / 26 | $122.5B |
Ranked by how many of Altus Wealth Management, LLC's top 26 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $56.0M | 151.4K | 21.6% | ▲+0.7% Added · +1K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $47.2M | 64.1K | 18.2% | ▲+0.2% Added · +117 sh | |
| 3 | Invesco Exchange Traded FD T S&P 100 EQL WIGH | $40.5M | 313.7K | 15.6% | ▲+1.6% Added · +5K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $35.8M | 464.0K | 13.8% | ▲+2.5% Added · +11K sh | |
| 5 | Ishares TR CORE DIV GRWTH | $33.7M | 444.8K | 13.0% | ▲+0.7% Added · +3K sh | |
| 6 | Ishares TR MSCI INTL QUALTY | $25.5M | 513.8K | 9.8% | ▲+3.9% Added · +19K sh | |
| 7 | SPDR Series Trust ST TERM HIGH ETF | $3.2M | 127.5K | 1.2% | ▲+1.6% Added · +2K sh | |
| 8 | Ishares TR INVT GRAD SY ETF | $3.1M | 69.2K | 1.2% | ▼−1.1% Reduced · −776 sh | |
| 9 | J P Morgan Exchange Traded F INCOME ETF | $2.5M | 53.8K | 1.0% | ▼−1.3% Reduced · −715 sh | |
| 10 | State STR SPDR S&P 500 ETF T TR UNIT | $1.9M | 2.5K | 0.7% | ▼−1.8% Reduced · −46 sh | |
| 11 | Vanguard World FD INF TECH ETF | $1.3M | 11.0K | 0.5% | ▲+690% Added · +10K sh | |
| 12 | Ishares TR S&P 100 ETF | $1.1M | 3.0K | 0.4% | ▲+18% Added · +447 sh | |
| 13 | Alphabet Inc CAP STK CL C | $1.1M | 3.0K | 0.4% | ▲+10% Added · +280 sh | |
| 14 | Procter & Gamble Co COM | $1.0M | 7.0K | 0.4% | ▼−0.6% Reduced · −45 sh | |
| 15 | Apple Inc COM | $952K | 3.3K | 0.4% | ▲+16% Added · +462 sh | |
| 16 | Ishares TR RUS 1000 GRW ETF | $766K | 6.2K | 0.3% | ▲+300% Added · +5K sh | |
| 17 | Microsoft Corp COM | $522K | 1.4K | 0.2% | ▲+4.4% Added · +59 sh | |
| 18 | SPDR Series Trust ST NUVE TERM ETF | $498K | 10.4K | 0.2% | —Held | |
| 19 | Alphabet Inc CAP STK CL A | $484K | 1.4K | 0.2% | ▼−4.4% Reduced · −63 sh | |
| 20 | Tesla Inc COM | $460K | 1.1K | 0.2% | ▼−1.8% Reduced · −20 sh | |
| 21 | Amazon Com Inc COM | $429K | 1.8K | 0.2% | ▼−3.0% Reduced · −55 sh | |
| 22 | Ishares TR RUS 1000 VAL ETF | $427K | 1.8K | 0.2% | —Held | |
| 23 | Ishares TR NATIONAL MUN ETF | $404K | 3.8K | 0.2% | —Held | |
| 24 | Broadcom Inc COM | $398K | 1.1K | 0.2% | —Held | |
| 25 | Nvidia Corporation COM | $308K | 1.5K | 0.1% | ▼−2.1% Reduced · −34 sh | |
| 26 | Meta Platforms Inc CL A | $292K | 518 | 0.1% | ▼−13% Reduced · −80 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 26 | $259.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 28 | $225.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 30 | $232.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 28 | $225.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 30 | $208.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 41 | $213.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 41 | $223.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 40 | $213.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.