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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Altus Wealth Management, LLC

Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0001802107-25-000008

Total Value
$225.8M
Positions
28
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (28)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769151,650$49.8M22.04%
2INVESCO QQQ TRIVZ66,625$40.0M17.71%
3INVESCO EXCHANGE TRADED FD TIVZ299,901$34.4M15.23%
4ISHARES TR46434V621434,851$29.6M13.11%
5ISHARES TR464287507353,481$23.1M10.21%
6ISHARES TR46434V456465,418$20.6M9.11%
7ISHARES TR46428751589,220$10.3M4.54%
8SPDR SERIES TRUST78468R40892,216$2.4M1.05%
9ISHARES TR46435G21944,264$2.0M0.90%
10J P MORGAN EXCHANGE TRADED F46641Q15940,952$1.9M0.84%
11SPDR S&P 500 ETF TRSPY2,724$1.8M0.80%
12VANGUARD WORLD FD92204A7021,498$1.1M0.50%
13PROCTER AND GAMBLE CO7427181096,262$962,0840.43%
14APPLE INCAAPL3,632$924,7990.41%
15ISHARES TR4642871012,440$812,2160.36%
16MICROSOFT CORPMSFT1,425$738,2340.33%
17ISHARES TR4642876141,543$722,7570.32%
18ALPHABET INCGOOG2,837$690,9510.31%
19SPDR SERIES TRUST78468R73910,379$500,4750.22%
20AMAZON COM INCAMZN2,205$484,1520.21%
21NVIDIA CORPORATIONNVDA2,455$458,0540.20%
22META PLATFORMS INCMETA583$428,1440.19%
23ALPHABET INCGOOG1,723$418,9400.19%
24BROADCOM INCAVGO1,240$409,0880.18%
25ISHARES TR4642884143,755$399,8700.18%
26TESLA INCTSLA871$387,3510.17%
27ISHARES TR4642875981,761$358,5220.16%
28BERKSHIRE HATHAWAY INC DELBRK-A513$257,9060.11%