Altus Wealth Management, LLC

CIK 0001802107 · Q2 2026

13F Equity AUM

$259.8M

+15.5% QoQ

Positions

-2 QoQ

AUM Rank

#7,085

Top 56%

Skill Alpha (FF)

-1.5%/yr^ns

No Clear Edge

Rank #5,161 · Top 62%

vs S&P -2.9%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 82.1%Top 10: 96.0%Top 20: 99.1%

VTI21.6%

NDQ18.2%

EQWL15.6%

IJH13.8%

DGRO13.0%

IQLT9.8%

SJNK1.2%

IGEB1.2%

JPIE0.9%

SPY0.7%

Others (16)4.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services97.7%

Other2.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 26Median: 0.40%Avg: 3.85%

0–0.5%

15(3.5%)

0.5–1%

3(2.2%)

1–3%

2(2.4%)

3–5%

0(0.0%)

5%+

6(91.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 26vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased13Decreased9Exited2

Increased

IQLT9.8%

+19K(+4%)

IJH13.8%

+11K(+2%)

VGT0.5%

+10K(+690%)

EQWL15.6%

+5K(+2%)

IWF0.3%

+5K(+300%)

DGRO13.0%

+3K(+1%)

SJNK1.2%

+2K(+2%)

VTI21.6%

+1K(+1%)

AAPL0.4%

+462(+16%)

OEF0.4%

+447(+18%)

Decreased

IGEB1.2%

-776(-1%)

JPIE0.9%

-715(-1%)

META0.1%

-80(-13%)

GOOGL0.2%

-63(-4%)

AMZN0.2%

-55(-3%)

SPY0.7%

-46(-2%)

PG0.4%

-45(-1%)

NVDA0.1%

-34(-2%)

TSLA0.2%

-20(-2%)

Exited

BRK/B

-513

-1,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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