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Altus Wealth Management, LLC
Updated 6 days agoManaged by Altus Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$263.4M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $225.8M |
| Q4 2025 | $232M |
| Q1 2026 | $225M |
| Q2 2026 | $259.8M |
| Q3 2026 | $263.4M |
Top holdings
27 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $57.6M | 153.9K | 21.86% | Added(+1.6%) | |
| 2 | $47.8M | 64.6K | 18.14% | Added(+0.8%) | |
| 3 | $41.1M | 318.4K | 15.60% | Added(+1.5%) | |
| 4 | $34.4M | 478.8K | 13.08% | Added(+3.2%) | |
| 5 | $34.3M | 455.5K | 13.03% | Added(+2.4%) | |
| 6 | $26.1M | 528.6K | 9.93% | Added(+2.9%) | |
| 7 | $3.3M | 134.4K | 1.24% | Added(+5.5%) | |
| 8 | $3.1M | 73.4K | 1.19% | Added(+6.2%) | |
| 9 | $2.5M | 56.7K | 0.97% | Added(+5.4%) | |
| 10 | $1.9M | 2.5K | 0.74% | Unchanged | |
| 11 | $1.4M | 11.0K | 0.52% | Unchanged | |
| 12 | $1.1M | 3.4K | 0.43% | Added(+4.6%) | |
| 13 | $1.1M | 2.9K | 0.42% | Trimmed(-0.9%) | |
| 14 | $1.1M | 7.6K | 0.42% | Added(+8.1%) | |
| 15 | $1M | 3.0K | 0.39% | Unchanged | |
| 16 | $773K | 6.2K | 0.29% | Unchanged | |
| 17 | $717K | 1.4K | 0.27% | Unchanged | |
| 18 | $484K | 10.4K | 0.18% | Unchanged | |
| 19 | $466K | 1.4K | 0.18% | Unchanged | |
| 20 | $448K | 1.8K | 0.17% | Unchanged |