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Altus Wealth Group

Latest statistics and disclosures from Altus Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, MOAT, SPMO, COWZ, XMHQ, and represent 37.00% of Altus Wealth Group's stock portfolio.
Added to shares of these 10 stocks: DIVO (+$5.2M), NOW, IVV, CGDV, NFLX, MOAT, SPMO, XLK, UPS, UNH.
Started 8 new stock positions in SXC, UNH, MU, KO, UPS, NAD, OC, GS.
Reduced shares in these 10 stocks: COWZ, APO, , , MSTR, KVUE, AVGO, SCHV, SCHD, IWS.
Sold out of its positions in CMCSA, IWS, KVUE, LNC, MPC, MSTR, TROW, Tilray, WM.
Altus Wealth Group was a net buyer of stock by $8.3M.
Altus Wealth Group has $250M in assets under management (AUM), dropping by 2.75%.
Central Index Key (CIK): 0001842572

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Portfolio Holdings for Altus Wealth Group

Altus Wealth Group holds 142 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.8	$32M	+4%	47k	684.94	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	7.8	$20M	+5%	188k	103.56	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	6.9	$17M	+5%	145k	119.32	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	5.9	$15M	-13%	246k	60.17	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	3.6	$9.0M	+2%	88k	102.42	View chart
Apple (AAPL)	3.4	$8.5M		31k	271.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.3	$8.3M		18k	473.29	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	3.0	$7.6M	+215%	171k	44.50	View chart
Microsoft Corporation (MSFT)	2.8	$7.0M		15k	483.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.3	$5.7M	+3%	68k	83.75	View chart
Builders FirstSource (BLDR)	1.9	$4.7M		45k	102.89	View chart
Broadcom (AVGO)	1.8	$4.6M	-8%	13k	346.10	View chart
NVIDIA Corporation (NVDA)	1.8	$4.5M	+2%	24k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$4.3M		14k	312.99	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.3	$3.3M	-10%	111k	29.61	View chart
Union Pacific Corporation (UNP)	1.2	$3.0M		13k	231.32	View chart
Blackstone Group Inc Com Cl A (BX)	1.2	$2.9M	+21%	19k	154.14	View chart
Spdr Series Trust State Street Spd (SPTM)	1.1	$2.8M	-3%	34k	82.50	View chart
Amazon (AMZN)	1.1	$2.8M		12k	230.82	View chart
Visa Com Cl A (V)	1.0	$2.5M	-3%	7.1k	350.72	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	1.0	$2.5M		36k	68.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.9	$2.3M		8.9k	252.91	View chart
Servicenow (NOW)	0.9	$2.2M	+474%	14k	153.19	View chart
JPMorgan Chase & Co. (JPM)	0.8	$2.1M	-6%	6.6k	322.22	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.8	$2.1M		29k	73.52	View chart
American Electric Power Company (AEP)	0.8	$2.1M		18k	115.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.9M		3.8k	502.65	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$1.9M	+207%	43k	43.64	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$1.8M	+86%	12k	143.97	View chart
Chevron Corporation (CVX)	0.6	$1.6M	-4%	10k	152.41	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$1.6M		23k	69.47	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.6	$1.6M		44k	35.35	View chart
Apollo Global Mgmt (APO)	0.6	$1.5M	-42%	10k	144.76	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.6	$1.4M		36k	38.32	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$1.4M	+15%	14k	100.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.4M		4.1k	335.25	View chart
Spdr Series Trust State Street Spd (SDY)	0.5	$1.2M	-8%	8.8k	139.17	View chart
EOG Resources (EOG)	0.5	$1.2M	+13%	12k	105.01	View chart
Home Depot (HD)	0.5	$1.2M	-3%	3.4k	344.07	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$1.2M	-11%	46k	25.75	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$1.2M		26k	44.34	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.2M		9.7k	120.34	View chart
Netflix (NFLX)	0.5	$1.1M	+940%	12k	93.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.1M	-23%	39k	27.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.1M		41k	26.23	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1000k	-6%	13k	79.73	View chart
Tri-Continental Corporation (TY)	0.4	$986k	-2%	30k	32.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$947k		3.0k	313.79	View chart
First Interstate Bancsystem (FIBK)	0.4	$943k	+2%	27k	34.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$920k	-7%	4.6k	198.60	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$916k	-20%	1.3k	682.11	View chart
Emcor (EME)	0.4	$898k		1.5k	611.79	View chart
Pepsi (PEP)	0.4	$897k	-10%	6.2k	143.51	View chart
Atmos Energy Corporation (ATO)	0.4	$890k	-3%	5.3k	167.63	View chart
Lockheed Martin Corporation (LMT)	0.4	$877k		1.8k	483.67	View chart
Honeywell International (HON)	0.4	$876k	+3%	4.5k	195.09	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$865k		8.8k	98.32	View chart
Abbvie (ABBV)	0.3	$860k		3.8k	228.46	View chart
Costco Wholesale Corporation (COST)	0.3	$848k	+3%	983.00	862.34	View chart
Procter & Gamble Company (PG)	0.3	$819k	+131%	5.7k	143.31	View chart
Wal-Mart Stores (WMT)	0.3	$812k	+3%	7.3k	111.41	View chart
United Parcel Service CL B (UPS)	0.3	$767k	NEW	7.7k	99.19	View chart
Kinder Morgan (KMI)	0.3	$763k	-2%	28k	27.49	View chart
Novartis Sponsored Adr (NVS)	0.3	$758k	+9%	5.5k	137.87	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$749k	-2%	41k	18.22	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$698k		9.8k	71.45	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.3	$689k		8.5k	81.56	View chart
UnitedHealth (UNH)	0.3	$683k	NEW	2.1k	330.11	View chart
Bank of America Corporation (BAC)	0.3	$677k		12k	55.00	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$675k	-2%	15k	44.32	View chart
Spdr Series Trust State Street Spd (SPIB)	0.3	$664k	-14%	20k	33.81	View chart
Tesla Motors (TSLA)	0.3	$641k		1.4k	449.72	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.3	$631k		4.9k	128.83	View chart
Lowe's Companies (LOW)	0.3	$628k		2.6k	241.16	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$624k		54k	11.63	View chart
Meta Platforms Cl A (META)	0.2	$622k	+2%	942.00	660.09	View chart
Texas Instruments Incorporated (TXN)	0.2	$608k	-11%	3.5k	173.49	View chart
Venu Hldg Corp (VENU)	0.2	$589k		70k	8.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$579k	-5%	13k	44.41	View chart
Morgan Stanley Com New (MS)	0.2	$573k	-3%	3.2k	177.55	View chart
Amgen (AMGN)	0.2	$546k		1.7k	327.23	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$542k	-14%	5.8k	94.16	View chart
Walt Disney Company (DIS)	0.2	$541k		4.8k	113.78	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$505k		5.2k	96.28	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$498k	-14%	2.2k	224.67	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$489k	+6%	9.7k	50.38	View chart
Mastercard Incorporated Cl A (MA)	0.2	$486k	-2%	852.00	570.93	View chart
Kroger (KR)	0.2	$485k	-7%	7.8k	62.48	View chart
Cisco Systems (CSCO)	0.2	$456k	-4%	5.9k	77.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$451k		3.8k	120.18	View chart
International Business Machines (IBM)	0.2	$414k		1.4k	296.21	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$407k	+11%	8.2k	49.65	View chart
Jacobs Engineering Group (J)	0.1	$371k		2.8k	132.46	View chart
Johnson & Johnson (JNJ)	0.1	$367k		1.8k	206.92	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$366k		7.7k	47.79	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$359k	+4%	7.5k	47.93	View chart
Corning Incorporated (GLW)	0.1	$350k		4.0k	87.56	View chart
Stryker Corporation (SYK)	0.1	$344k		980.00	351.30	View chart
Advanced Micro Devices (AMD)	0.1	$333k		1.6k	214.16	View chart
Northrop Grumman Corporation (NOC)	0.1	$332k	+52%	582.00	570.21	View chart
Capital One Financial (COF)	0.1	$328k		1.4k	242.36	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$324k	-17%	11k	30.07	View chart
Caterpillar (CAT)	0.1	$323k		563.00	572.75	View chart
McDonald's Corporation (MCD)	0.1	$312k		1.0k	305.65	View chart
Eli Lilly & Co. (LLY)	0.1	$308k		287.00	1074.71	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$305k		404.00	753.78	View chart
Parker-Hannifin Corporation (PH)	0.1	$304k		346.00	878.96	View chart
Applied Materials (AMAT)	0.1	$299k		1.2k	256.99	View chart
Micron Technology (MU)	0.1	$296k	NEW	1.0k	285.39	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$289k	-29%	3.8k	75.91	View chart
Owens Corning (OC)	0.1	$283k	NEW	2.5k	111.91	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$273k	-18%	5.4k	50.32	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$273k		1.9k	141.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$270k	+6%	430.00	627.23	View chart
Boeing Company (BA)	0.1	$261k	-4%	1.2k	217.12	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.1	$260k	-13%	11k	23.41	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$252k	-25%	12k	20.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$247k	-25%	13k	19.57	View chart
Palo Alto Networks (PANW)	0.1	$236k		1.3k	184.20	View chart
First Tr Exchange-traded High Incm Strgc (HISF)	0.1	$235k	-10%	5.2k	45.25	View chart
Raytheon Technologies Corp (RTX)	0.1	$235k		1.3k	183.40	View chart
Intel Corporation (INTC)	0.1	$233k		6.3k	36.90	View chart
Nrg Energy Com New (NRG)	0.1	$229k	-2%	1.4k	159.24	View chart
Suncoke Energy (SXC)	0.1	$225k	NEW	31k	7.20	View chart
Qualcomm (QCOM)	0.1	$222k		1.3k	171.09	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$218k		3.0k	73.56	View chart
Goldman Sachs (GS)	0.1	$215k	NEW	245.00	879.00	View chart
Eaton Corp SHS (ETN)	0.1	$214k	+6%	673.00	318.51	View chart
Altria (MO)	0.1	$213k		3.7k	57.66	View chart
Blackrock (BLK)	0.1	$212k	-3%	198.00	1070.34	View chart
Coca-Cola Company (KO)	0.1	$210k	NEW	3.0k	69.90	View chart
Ge Aerospace Com New (GE)	0.1	$210k		683.00	308.03	View chart
At&t (T)	0.1	$210k		8.5k	24.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$206k		1.4k	143.52	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$205k	-11%	11k	19.16	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$202k		32k	6.28	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$173k		11k	16.49	View chart
Quantum Computing (QUBT)	0.1	$151k	-3%	15k	10.26	View chart
Cleveland-cliffs (CLF)	0.1	$133k	-11%	10k	13.28	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$130k		10k	12.88	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$123k	NEW	10k	12.02	View chart
Western Asset Managed Municipals Fnd (MMU)	0.0	$119k		11k	10.44	View chart

Past Filings by Altus Wealth Group

SEC 13F filings are viewable for Altus Wealth Group going back to 2020

Altus Wealth Group 2025 Q4 filed Feb. 13, 2026
Altus Wealth Group 2025 Q3 filed Oct. 21, 2025
Altus Wealth Group 2025 Q2 filed July 29, 2025
Altus Wealth Group 2025 Q1 filed April 25, 2025
Altus Wealth Group 2024 Q4 filed Feb. 10, 2025
Altus Wealth Group 2024 Q3 filed Oct. 22, 2024
Altus Wealth Group 2024 Q2 filed Aug. 5, 2024
Altus Wealth Group 2024 Q1 filed May 2, 2024
Altus Wealth Group 2023 Q4 filed Jan. 29, 2024
Altus Wealth Group 2023 Q3 filed Nov. 13, 2023
Altus Wealth Group 2023 Q2 filed Aug. 3, 2023
Altus Wealth Group 2023 Q1 filed May 1, 2023
Altus Wealth Group 2022 Q4 filed Jan. 18, 2023
Altus Wealth Group 2022 Q3 filed Nov. 2, 2022
Altus Wealth Group 2022 Q2 filed Aug. 10, 2022
Altus Wealth Group 2022 Q1 filed May 9, 2022

View all past filings

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