13F Filings History of Altus Wealth Management, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$231,955,505
Signature - Title
Steve O'Connor - President
Location
Ft Mitchell, KY
Summary
This page shows a list of all the recent 13F filings made by Altus Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Altus Wealth Management, LLC reported 30 stock holdings with total value $231,955,505 as of Q4 2025. Top holdings included VTI, QQQ, EQWL, DGRO, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 30 $231,955,505 +$4,238,144 -$2,101,072 +$2,137,072 VTI, QQQ, EQWL, DGRO, IJH 13F-HR 21 Jan 2026, 17:53
Q3 2025 28 $225,846,268 +$4,279,113 -$505,067 +$3,774,046 VTI, QQQ, EQWL, DGRO, IJH 13F-HR 20 Oct 2025, 15:45
Q2 2025 30 $208,931,705 +$44,817,894 -$69,181,931 -$24,364,037 VTI, QQQ, EQWL, DGRO, IJH 13F-HR 17 Jul 2025, 09:29
Q1 2025 41 $213,574,714 +$1,630,011 -$2,640,140 -$1,010,129 VTI, QQQ, OEF, DGRO, IJH 13F-HR 24 Apr 2025, 16:34
Q4 2024 41 $223,567,758 +$6,943,209 -$591,877 +$6,351,332 VTI, QQQ, OEF, DGRO, IJH 13F-HR 22 Jan 2025, 14:40
Q3 2024 40 $213,174,863 +$1,432,540 -$5,768,024 -$4,335,484 VTI, QQQ, OEF, DGRO, IJH 13F-HR 17 Oct 2024, 13:44
Q2 2024 42 $208,060,315 +$13,094,360 -$218,767 +$12,875,593 VTI, QQQ, OEF, DGRO, IJH 13F-HR 19 Jul 2024, 14:35
Q1 2024 41 $190,058,067 +$32,852,284 -$622,268 +$32,230,016 VTI, QQQ, OEF, DGRO, IJH 13F-HR 15 Apr 2024, 12:06
Q4 2023 39 $167,182,905 +$19,098,935 -$10,867,718 +$8,231,217 VTI, QQQ, DGRO, OEF, IJH 13F-HR 25 Jan 2024, 11:34
Q3 2023 36 $143,967,738 +$21,050,261 -$19,489 +$21,030,772 VTI, QQQ, OEF, IJH, VTV 13F-HR 16 Oct 2023, 13:17
Q2 2023 30 $126,680,424 +$72,173 -$4,914,180 -$4,842,007 VTI, QQQ, OEF, IJH, VTV 13F-HR 20 Jul 2023, 14:26
Q1 2023 30 $120,898,602 +$5,037,154 -$7,232,241 -$2,195,087 VTI, QQQ, OEF, IJH, VTV 13F-HR 19 Apr 2023, 11:51
Q4 2022 29 $113,501,000 +$1,674,845 -$11,741,574 -$10,066,729 VTI, QQQ, OEF, IJH, VTV 13F-HR 27 Jan 2023, 15:00
Q3 2022 32 $116,779,000 +$1,243,010 -$6,519,277 -$5,276,267 VTI, QQQ, OEF, IJH, IGV 13F-HR 17 Oct 2022, 14:18
Q2 2022 36 $128,558,000 +$11,598,693 -$4,745,286 +$6,853,407 VTI, QQQ, OEF, IJH, IGV 13F-HR 27 Jul 2022, 10:45
Q1 2022 38 $145,267,000 +$7,068,207 -$19,449,650 -$12,381,443 VTI, QQQ, OEF, IJH, IGV 13F-HR 26 Apr 2022, 17:13
Q4 2021 36 $167,936,000 +$8,356,637 -$9,820,391 -$1,463,754 VTI, QQQ, OEF, IGV, IJH 13F-HR 20 Jan 2022, 14:21
Q3 2021 36 $157,882,000 +$8,206,190 -$4,904,085 +$3,302,105 VTI, QQQ, IGV, OEF, IJH 13F-HR 18 Oct 2021, 12:11
Q2 2021 36 $155,254,000 +$4,392,430 -$43,177 +$4,349,253 VTI, QQQ, OEF, IGV, IJH 13F-HR 23 Jul 2021, 11:38
Q1 2021 34 $140,919,000 +$14,992,693 -$6,984,019 +$8,008,674 VTI, QQQ, OEF, IGV, IJH 13F-HR 21 Apr 2021, 17:08
Q4 2020 33 $128,876,000 +$11,418,285 -$3,944,130 +$7,474,155 VTI, QQQ, IGV, OEF, IJH 13F-HR 22 Jan 2021, 17:05
Q3 2020 33 $108,745,000 +$13,542,015 -$1,432,358 +$12,109,657 VTI, QQQ, IGV, OEF, XLV 13F-HR 13 Oct 2020, 15:44
Q2 2020 30 $89,756,000 +$8,827,423 -$4,052,430 +$4,774,993 VTI, QQQ, IGV, OEF, XLV 13F-HR 23 Jul 2020, 14:13
Q1 2020 25 $69,955,000 +$7,873,761 -$27,782,124 -$19,908,363 VTI, QQQ, IGV, XLV, OEF 13F-HR 28 Apr 2020, 13:55
Q4 2019 34 $102,172,000 $0 $0 $0 VTI, QQQ, SDY, XLV, IDV 13F-HR 05 Feb 2020, 15:32