DOSSIER · 13F-HR · Q2 2026

WELLINGTON-ALTUS USA INC.

$140M in tracked AUM across 699 positions as of Q2 2026.

WU
CIK 0001760398 · last filed Jun 30, 2026
Total AUM
$140M
as of Q2 2026
Holdings
699
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WELLINGTON-ALTUS USA INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FUNDS
$12M36K8.3%
02
HEFA
ISHARES TRUST
$7M163K4.9%
03
SHY
ISHARES TRUST
$6M74K4.4%
04
AGG
ISHARES CORE U S AGGREGATE BD
$5M55K3.9%
05
BOND
PIMCO ACTIVE BOND EXCHANGE
$3M33K2.1%
06
AAPL
APPLE INC
$3M11K1.9%
07
BINC
BLACKROCK ETF TRUST II
$3M49K1.8%
08
NVDA
NVIDIA CORP
$3M15K1.8%
09
QQQ
INVESCO QQQ TR
$2M4K1.6%
10
SPAB
SPDR SERIES TRUST
$2M84K1.5%

Filing history

2026Q2Jun 30
$140M▼ 17.3%
699 positionsView →
2026Q1Mar 31
$170M▲ 25.7%
739 positionsView →
2025Q4Dec 31
$135M—
713 positionsView →