Altus Wealth Management, LLC: 13F holdings
CIK 18021072026Q2
| Positions | 26 |
|---|---|
| Reported value | $259.8m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 151,443 | $56.0m | 21.6% |
| QQQ INVESCO QQQ TR | 64,081 | $47.2m | 18.2% |
| INVESCO EXCHANGE TRADED FD T | 313,710 | $40.5m | 15.6% |
| IJH ISHARES TR | 464,048 | $35.8m | 13.8% |
| DGRO ISHARES TR | 444,824 | $33.7m | 13.0% |
| IQLT ISHARES TR | 513,827 | $25.5m | 9.8% |
| SJNK SPDR SERIES TRUST | 127,452 | $3.2m | 1.2% |
| ISHARES TR | 69,168 | $3.1m | 1.2% |
| JPIE J P MORGAN EXCHANGE TRADED F | 53,844 | $2.5m | 1.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 2,541 | $1.9m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802107")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.