Altus Wealth Management, LLC

The portfolio is heavily dominated by Exchange Traded Funds (ETFs), which account for $149.93M or roughly 64.6% of the total assets. The remaining exposure is split among individual equities, with a notable $75.34M categorized as "Unknown" (likely comprising the underlying equity exposure of the multi-asset ETFs listed in the top holdings, such as the Invesco QQQ Trust). The firm has adopted a core-satellite approach, utilizing broad-market and sector-specific ETFs to establish a foundation, while supplementing with selective individual stock positions.

Key Holdings