Altus Wealth Management, LLC
All 13F Filings
- Location
- Ft Mitchell, KY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 263,432
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 27 | 263,432 | 13F-HR | Altus Wealth Management, LLC |
| Q2 2026 | 7/21/2026 | 26 | 259,786 | 13F-HR | Altus Wealth Management, LLC |
| Q1 2026 | 4/21/2026 | 28 | 224,979 | 13F-HR | Altus Wealth Management, LLC |
| Q4 2025 | 1/22/2026 | 30 | 231,956 | 13F-HR | Altus Wealth Management, LLC |
| Q3 2025 | 10/20/2025 | 28 | 225,846 | 13F-HR | Altus Wealth Management, LLC |
| Q2 2025 | 7/17/2025 | 30 | 208,932 | 13F-HR | Altus Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.577 K | 2.5% | 629 | 0 | 629 |
| ETFs | 256.9 K | 97.5% | 3.016 K | 0 | 3.016 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
263,432
Holdings
27
QoQ value change ($000)
3,646
(1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.