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WELLINGTON-ALTUS USA INC.

WELLINGTON-ALTUS USA INC. is an Investment Adviser institutional filer with the SEC under CIK 1760398, reporting 661 portfolio positions, with 21 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: A2
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-09-17

Top 10 portfolio positions

The largest reported holdings in WELLINGTON-ALTUS USA INC.'s most recent 13F filing, ranked by reported market value.

  1. VANGUARD INDEX FUNDS (VTI)
  2. ISHARES TRUST (HEFA)
  3. ISHARES TRUST (SHY)
  4. ISHARES CORE U S AGGREGATE BD (AGG)
  5. PIMCO ACTIVE BOND EXCHANGE (BOND)
  6. APPLE INC (AAPL)
  7. BLACKROCK ETF TRUST II (BINC)
  8. NVIDIA CORP (NVDA)
  9. INVESCO QQQ TR (QQQ)
  10. SPDR SERIES TRUST (SPAB)
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