Altus Wealth Management, LLC

CIK

1802107

Location

FT MITCHELL, KY

Portfolio Value

Micro $43,436,058

Diversification

Highly concentrated

Filing Date

Global Rank

#7,025 / 8,605 ▲ 19 · as of Mar 2026

Top Industry

Household & Personal Products 21.0%

3Y Alpha vs SPY

+1.5%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+82.9%

SPY

+76.5%

Annualised alpha

+1.4%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

85.0%

+1.1 pts

Top 5

94.0%

+0.9 pts

Top 10

98.3%

+0.6 pts

HHI

7,253

Highly concentrated+184

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.9%	$38,601,170	2
Technology	4.2%	$1,814,513	4
Consumer Defensive	2.3%	$1,017,435	1
Consumer Cyclical	2.3%	$1,006,931	3
Communication Services	1.7%	$750,180	2
Financial Services	0.6%	$245,829	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
PG	PROCTER & GAMBLE Co	+915	7,044	$1,017,435
TSLA	Tesla, Inc.	+244	1,115	$414,501
META	Meta Platforms, Inc.	+15	598	$342,133
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−805	2,828	$717,718
NVDA	Nvidia Corp	−454	1,576	$274,854
QQQ	Invesco Qqq Trust, Series 1	−425	63,964	$36,918,741
AMZN	Amazon Com Inc	−305	1,855	$386,340
AVGO	Broadcom Inc.	−187	1,053	$325,914
GOOGL	Alphabet Inc.	−179	1,419	$408,047
MSFT	Microsoft Corp	−66	1,340	$496,027
SPY	Spdr S&P 500 ETF Trust	−35	2,587	$1,682,429
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
V	Visa Inc.	571	$200,255
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $43,436,058 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	63,964	-425	$36,918,741	−6.7%	85.00%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,587	-35	$1,682,429	−5.9%	3.87%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,044	+915	$1,017,435	+15.8%	2.34%
AAPL	Apple Inc. Technology	Reduced	2,828	-805	$717,718	−27.3%	1.65%
MSFT	Microsoft Corp Technology	Reduced	1,340	-66	$496,027	−27.1%	1.14%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,115	+244	$414,501	+5.8%	0.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,419	-179	$408,047	−18.4%	0.94%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,855	-305	$386,340	−22.5%	0.89%
META	Meta Platforms, Inc. Communication Services	Added	598	+15	$342,133	−11.1%	0.79%
AVGO	Broadcom Inc. Technology	Reduced	1,053	-187	$325,914	−24.1%	0.75%
NVDA	Nvidia Corp Technology	Reduced	1,576	-454	$274,854	−27.4%	0.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	513	0	$245,829	−4.7%	0.57%
TM	Toyota Motor Corp/ Consumer Cyclical	Held	1,000	0	$206,090	−3.7%	0.47%