Altus Wealth Management, LLC holds a concentrated book of 26 reported positions worth $259.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they trimmed Ishares Investment Grade Sys. Their largest long position is Vanguard Total Stock MKT ETF at 22% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Altus Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +26.8%, a 3.2-point gap that is the cost of the ~21-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 each quarter's actual reporting lag, ~21 days for the latest filing, with 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
+3 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Altus Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Shanda Asset Management Holdings Ltd | 5 / 26 | $2.1B |
| Donor Advised Charitable Giving, Inc. | 5 / 26 | $4.4B |
| Palidye Holdings (Caymans) Ltd | 3 / 26 | $532.2M |
| Prospect Hill Management, LLC | 7 / 26 | $235.7M |
| Hoffman, Alan N Investment Management | 8 / 26 | $154.1M |
| Rising Stella Capital Pte. Ltd | 2 / 26 | $223.2M |
| Ramsey Quantitative Systems | 3 / 26 | $96.6M |
| Anchor Capital Management Group Inc | 2 / 26 | $123.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Altus Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform 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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 26 | $259.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 28 | $225.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 22d | 30 | $232.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 28 | $225.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 30 | $208.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 24d | 41 | $213.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 22d | 41 | $223.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 17d | 40 | $213.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.