Altus Wealth Management, LLC
RIA/Wealth
Altus Wealth Management, LLC is a RIA/Wealth based in Ft. Mitchell, KY led by Andrew Martin Hermes, reporting $359.3M in AUM as of Q3 2025 with 97% ETF concentration, 95% concentrated in top 10 holdings, and 22% allocation to VTI.
PresidentAndrew Martin Hermes
- Portfolio Value
- $225.8M
- Positions
- 28
- Top Holding
- VTI at 22.04%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Altus Wealth Management, LLC's portfolio (94.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $49.8M | 22.04% | +$770.9K Bought | — 151.7K shares | |
ETF ETF | $40.0M | 17.71% | +$561.9K Bought | — 66.6K shares | |
ETF ETF | $34.4M | 15.23% | +$517.4K Bought | — 299.9K shares | |
ETF ETF | $29.6M | 13.11% | +$476.4K Bought | — 434.9K shares | |
ETF ETF | $23.1M | 10.21% | +$409.2K Bought | — 353.5K shares | |
ETF ETF | $20.6M | 9.11% | +$680.3K Bought | — 465.4K shares | |
ETF ETF | $10.3M | 4.54% | +$89.7K Bought | — 89.2K shares | |
ETF ETF | $2.4M | 1.05% | +$147.7K Bought | — 92.2K shares | |
ETF ETF | $2.0M | 0.90% | +$40.3K Bought | — 44.3K shares | |
ETF ETF | $1.9M | 0.84% | +$34.9K Bought | — 41.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Altus Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+34.81% | |
+17.47% | |
+14.76% | |
+11.47% | |
+8.84% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-7.23% | |
-3.88% | |
-0.99% |
Analytics
Portfolio insights and performance metrics for Altus Wealth Management, LLC
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