Loading…
CIK 0001802107 • 7 13F filings • Apr 24, 2025 – Oct 13, 2026
Import this data to Google Sheets with:
=jivedata("altus-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $393K | 0.2% | 1,875 SH | |
| ALPHABET INC | CAP STK CL A | $268K | 0.1% | 1,734 SH | |
| ALPHABET INC | CAP STK CL C | $424K | 0.2% | 2,715 SH | |
| AMAZON COM INC | COM | $627K | 0.3% | 3,298 SH | |
| APPLE INC | COM | $1.9M | 0.9% | 8,420 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $312K | 0.1% | 4,243 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $394K | 0.2% | 739 SH | |
| BROADCOM INC | COM | $209K | 0.1% | 1,250 SH | |
| COSTCO WHSL CORP NEW | COM | $308K | 0.1% | 326 SH | |
| EMCOR GROUP INC | COM | $358K | 0.2% | 969 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $32.0M | 15.0% | 68,248 SH | |
| ISHARES TR | CORE DIV GRWTH | $26.2M | 12.3% | 424,255 SH | |
| ISHARES TR | CORE S&P MCP ETF | $20.4M | 9.5% | 349,318 SH | |
| ISHARES TR | EXPANDED TECH | $8.0M | 3.8% | 90,128 SH | |
| ISHARES TR | INVESTMENT GRADE | $2.0M | 0.9% | 43,898 SH | |
| ISHARES TR | MSCI INTL QUALTY | $6.9M | 3.2% | 173,424 SH | |
| ISHARES TR | NATIONAL MUN ETF | $417K | 0.2% | 3,955 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $557K | 0.3% | 1,543 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $331K | 0.2% | 1,761 SH | |
| ISHARES TR | S&P 100 ETF | $31.2M | 14.6% | 115,299 SH | |
| ISHARES TR | US OIL GS EX ETF | $10.7M | 5.0% | 113,581 SH | |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $1.8M | 0.9% | 39,782 SH | |
| JOHNSON & JOHNSON | COM | $288K | 0.1% | 1,735 SH | |
| JPMORGAN CHASE & CO. | COM | $827K | 0.4% | 3,373 SH | |
| MERCK & CO INC | COM | $589K | 0.3% | 6,557 SH | |
| META PLATFORMS INC | CL A | $407K | 0.2% | 706 SH | |
| MICROSOFT CORP | COM | $973K | 0.5% | 2,591 SH | |
| NVIDIA CORPORATION | COM | $1.1M | 0.5% | 10,495 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $223K | 0.1% | 2,638 SH | |
| PROCTER AND GAMBLE CO | COM | $9.9M | 4.6% | 58,254 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $717K | 0.3% | 33,324 SH | |
| SOUTHERN CO | COM | $350K | 0.2% | 3,808 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.9M | 0.9% | 3,406 SH | |
| SPDR SER TR | BLOOMBERG SHT TE | $2.0M | 1.0% | 81,351 SH | |
| SPDR SER TR | NUVEEN BLMBRG SH | $549K | 0.3% | 11,539 SH | |
| TESLA INC | COM | $240K | 0.1% | 925 SH | |
| TEXAS PACIFIC LAND CORPORATI | COM | $4.4M | 2.1% | 3,322 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $41.6M | 19.5% | 151,227 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $244K | 0.1% | 1,260 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $1.2M | 0.6% | 2,206 SH | |
| VISA INC | COM CL A | $242K | 0.1% | 691 SH |
| 13F-HR |
| 0001802107-25-000008 |
| $225.8M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001802107-26-000006 | $259.8M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001802107-25-000007 | $208.9M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001802107-26-000005 | $225.0M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001802107-25-000005 | $213.6M | View |