13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001802107
Total reported value
$259.8M
$259.8M
30 檔
69.2%
According to the latest 13F quarterly dataset, Altus Wealth Management, LLC managed an equity portfolio of $259.8M at the end of Q4 2025, spanning 30 distinct U.S. exchange-listed positions.
In Q4 2025, Altus Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 21.70% | +0.13% | -0.99% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 17.05% | +1.75% | -3.36% | |
| 3 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 15.43% | -0.23% | +0.98% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 13.17% | -0.80% | +1.17% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.20% | +0.17% | +1.38% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 9.34% | -0.36% | +2.39% | |
| 7 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 4.09% | — | +0.60% | |
| 8 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.32% | -0.20% | +51.22% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.30% | -0.16% | +29.47% | |
| 10 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.04% | -0.17% | +27.21% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | -0.02% | -3.74% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.49% | +0.08% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.05% | +0.03% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.06% | — | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.05% | -2.12% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.36% | +0.07% | +0.04% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | +0.01% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.02% | -1.33% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.01% | -7.25% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | -2.04% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.21% | -0.03% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.01% | — | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.17% | -0.02% | +0.03% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | — | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.04% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | — | -17.31% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.16% | -0.01% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | -0.11% | EXIT | |
| 29 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.09% | -0.09% | EXIT | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGEB | Ishares Investment Grade Sys | +0.4% | +51.22% | Add |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.3% | +29.47% | Add |
| 3 | IQLT | Ishares Msci International Q | +0.2% | +2.39% | Add |
| 4 | EQWL | Invesco S&p 100 Equal Weight | +0.2% | +0.98% | Add |
| 5 | JPIE | Jpmorgan Income ETF | +0.2% | +27.21% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 7 | DGRO | Ishares Core Dividend Growth | +0.1% | +1.17% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | 0% | -7.25% | Trim |
| 9 | AAPL | Apple Inc | 0% | +0.03% | Add |
| 10 | OEF | Ishares S&p 100 ETF | — | +0.04% | Add |
| 11 | AVGO | Broadcom Inc | — | — | Unchanged |
| 12 | AMZN | Amazon.com Inc | — | -2.04% | Trim |
| 13 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 14 | TSLA | Tesla Inc | — | — | Unchanged |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 16 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.38% | Add |
| 17 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 18 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 19 | MUB | Ishares National Muni Bond E | 0% | +0.03% | Add |
| 20 | SHM | Ss Spdr N Ice St Muni ETF | 0% | — | Unchanged |
| 21 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.74% | Trim |
| 23 | NVDA | Nvidia CORP | 0% | -17.31% | Trim |
| 24 | MSFT | Microsoft CORP | 0% | -1.33% | Trim |
| 25 | PG | Procter & Gamble Co/the | -0.1% | -2.12% | Trim |
| 26 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -0.99% | Trim |
| 27 | IGV | Ishares Expanded Tech-softwa | -0.5% | +0.60% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | -0.7% | -3.36% | Trim |
| 29 | TM | Toyota Motor CORP -spon Adr | — | NEW | New buy |
| 30 | V | Visa Inc-class A Shares | — | NEW | New buy |
According to official SEC Form 13F filings, Altus Wealth Management, LLC reported a total U.S. public equity portfolio value of $259.8M across 30 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, QQQ, EQWL) accounted for 69.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
TM
市值: $214.1K
Top Position Liquidated / Trimmed
VTI
前期市值: $49.8M
During Q4 2025, Altus Wealth Management, LLC's top holdings by market value included VTI (21.7%)、QQQ (17.1%)、EQWL (15.4%). The largest single position, VTI, represented 21.7% of total portfolio value.
In Q4 2025, Altus Wealth Management, LLC made 21 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 8 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.