AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Altus Wealth Management, LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 138.9%, rising from approximately $97.09M to $231.96M. This substantial increase indicates a likely influx of new client capital rather than merely market appreciation, given the magnitude of the growth relative to broad market indices. The portfolio consists of 30 holdings, reflecting a conc...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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