Altus Wealth Management, LLC
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$225M
Holdings
29
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (376 shares)
21.4%
02
$NDQ
INVESCO QQQ TR
Q1 2026: New position (231 shares)
16.4%
03
$EQWL
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
15.8%
04
$DGRO
ISHARES TR
Held since at least Q1 2024
13.8%
05
$IJH
ISHARES TR
Q1 2026: New position (14.1k shares)
13.6%
06
$IQLT
ISHARES TR
Held since at least Q1 2024
10.2%
07
$IGEB
ISHARES TR
Held since at least Q1 2024
1.4%
08
$SJNK
SPDR SERIES TRUST
Held since at least Q1 2024
1.4%
09
$JPIE
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
1.1%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
0.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:30 UTC.