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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, DIVO, COWZ, and represent 36.07% of Altus Wealth Group's stock portfolio.
Added to shares of these 10 stocks: DIVO (+$5.5M), XMHQ, CGDV, MOAT, SPY, SGOV, AAPL, MU, NEE, ADBE.
Started 9 new stock positions in ADBE, BE, RITM, MPC, SCHZ, NEE, EMR, PLTR, IEFA.
Reduced shares in these 10 stocks: COWZ (-$5.4M), APO, IVV, XLK, SDY, SPMO, USMV, PANW, NRG, SCHD.
Sold out of its positions in BLK, LDSF, GE, GS, GOF, NRG, PANW, QCOM.
Altus Wealth Group was a net buyer of stock by $2.8M.
Altus Wealth Group has $244M in assets under management (AUM), dropping by -2.45%.
Central Index Key (CIK): 0001842572

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Portfolio Holdings for Altus Wealth Group

Altus Wealth Group holds 143 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.3	$30M		46k	653.21	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	7.8	$19M	+4%	196k	96.70	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	6.5	$16M		142k	112.11	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	5.4	$13M	+72%	294k	44.85	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	4.1	$10M	-34%	161k	62.56	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	4.1	$10M	+9%	97k	103.37	View chart
Apple (AAPL)	3.4	$8.3M	+4%	33k	253.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.1	$7.5M		18k	426.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.4	$5.9M	+4%	71k	82.75	View chart
Microsoft Corporation (MSFT)	2.2	$5.4M		15k	370.18	View chart
NVIDIA Corporation (NVDA)	1.8	$4.3M		25k	174.40	View chart
Builders FirstSource (BLDR)	1.6	$4.0M	+5%	48k	82.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$4.0M		14k	287.56	View chart
Broadcom (AVGO)	1.6	$4.0M	-4%	13k	309.51	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.3	$3.2M	-5%	104k	30.50	View chart
Union Pacific Corporation (UNP)	1.3	$3.1M		13k	242.62	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.1	$2.7M	+48%	64k	42.54	View chart
Spdr Series Trust State Street Spd (SPTM)	1.1	$2.6M	-3%	33k	79.06	View chart
Amazon (AMZN)	1.0	$2.5M		12k	208.27	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	1.0	$2.4M	+3%	37k	65.17	View chart
American Electric Power Company (AEP)	1.0	$2.3M		18k	131.08	View chart
American Centy Etf Tr Avantis All Int (AVNM)	1.0	$2.3M	+5%	31k	76.17	View chart
Chevron Corporation (CVX)	0.9	$2.1M		10k	206.90	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.9	$2.1M		8.9k	237.62	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.1M	+9%	7.2k	294.14	View chart
Visa Com Cl A (V)	0.8	$2.1M	-3%	6.8k	302.26	View chart
Blackstone Group Inc Com Cl A (BX)	0.8	$2.0M	-8%	17k	114.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.9M	+5%	4.0k	479.20	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$1.8M	+32%	18k	100.66	View chart
EOG Resources (EOG)	0.7	$1.7M		12k	144.57	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.6M		9.7k	169.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)	0.7	$1.6M	+84%	2.5k	650.34	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$1.5M	-2%	22k	68.28	View chart
Servicenow (NOW)	0.6	$1.5M		14k	104.55	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.6	$1.3M	-10%	40k	34.05	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$1.3M		26k	50.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.3M		4.1k	320.81	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.5	$1.3M	-10%	33k	39.43	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$1.2M	+4%	48k	25.62	View chart
Home Depot (HD)	0.5	$1.2M	+7%	3.7k	328.90	View chart
Netflix (NFLX)	0.5	$1.2M		12k	96.15	View chart
Lockheed Martin Corporation (LMT)	0.5	$1.1M	+3%	1.9k	604.39	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$1.1M	-32%	8.3k	132.90	View chart
Emcor (EME)	0.4	$1.1M		1.5k	738.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.1M	+5%	13k	79.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.0M		41k	25.10	View chart
Honeywell International (HON)	0.4	$1.0M		4.5k	226.02	View chart
Wal-Mart Stores (WMT)	0.4	$1.0M	+12%	8.2k	124.28	View chart
Costco Wholesale Corporation (COST)	0.4	$989k		992.00	996.43	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$984k		8.9k	110.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$979k	-18%	32k	30.68	View chart
Pepsi (PEP)	0.4	$974k		6.3k	155.28	View chart
Atmos Energy Corporation (ATO)	0.4	$973k		5.3k	184.72	View chart
Tri-Continental Corporation (TY)	0.4	$936k		30k	31.59	View chart
Kinder Morgan (KMI)	0.4	$931k		28k	33.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$917k	+5%	3.2k	286.82	View chart
First Interstate Bancsystem (FIBK)	0.4	$900k		27k	33.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$868k	-2%	4.5k	191.81	View chart
Spdr Series Trust State Street Spd (SDY)	0.4	$867k	-32%	5.9k	145.94	View chart
Abbvie (ABBV)	0.3	$843k	+3%	3.9k	217.46	View chart
Procter & Gamble Company (PG)	0.3	$841k		5.8k	144.43	View chart
Novartis Sponsored Adr (NVS)	0.3	$834k		5.5k	152.75	View chart
United Parcel Svcs CL B (UPS)	0.3	$771k		7.8k	98.38	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.3	$743k	+10%	9.4k	79.35	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$729k	+9%	17k	43.59	View chart
Texas Instruments Incorporated (TXN)	0.3	$697k	+2%	3.6k	194.14	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$689k	-5%	39k	17.75	View chart
Spdr Series Trust State Street Spd (SPIB)	0.3	$682k	+3%	20k	33.54	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$682k	+11%	11k	62.68	View chart
Micron Technology (MU)	0.3	$678k	+93%	2.0k	337.83	View chart
Lowe's Companies (LOW)	0.3	$619k		2.6k	236.28	View chart
Tesla Motors (TSLA)	0.2	$603k	+13%	1.6k	371.75	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$603k		54k	11.23	View chart
Bank of America Corporation (BAC)	0.2	$599k		12k	48.75	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$591k		13k	45.65	View chart
Kroger (KR)	0.2	$590k	+4%	8.2k	72.36	View chart
Amgen (AMGN)	0.2	$587k		1.7k	351.76	View chart
Meta Platforms Cl A (META)	0.2	$581k	+7%	1.0k	572.13	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$568k	-4%	4.7k	121.19	View chart
UnitedHealth (UNH)	0.2	$562k		2.1k	270.59	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$513k	+5%	10k	50.05	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$503k		5.2k	97.22	View chart
Corning Incorporated (GLW)	0.2	$493k	-9%	3.6k	135.97	View chart
Morgan Stanley Com New (MS)	0.2	$491k	-7%	3.0k	164.55	View chart
Cisco Systems (CSCO)	0.2	$482k	+4%	6.2k	77.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$466k		3.7k	124.31	View chart
Caterpillar (CAT)	0.2	$460k	+15%	649.00	708.52	View chart
Walt Disney Company (DIS)	0.2	$457k		4.7k	96.38	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$454k		2.2k	208.05	View chart
Mastercard Incorporated Cl A (MA)	0.2	$435k	+2%	870.00	499.70	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$432k	+37%	11k	38.42	View chart
Johnson & Johnson (JNJ)	0.2	$423k	-2%	1.7k	244.39	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$399k	+2%	7.9k	50.81	View chart
Northrop Grumman Corporation (NOC)	0.2	$398k		584.00	682.24	View chart
Applied Materials (AMAT)	0.2	$398k		1.2k	341.79	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$361k		7.6k	47.54	View chart
International Business Machines (IBM)	0.1	$360k	+6%	1.5k	242.39	View chart
Jacobs Engineering Group (J)	0.1	$356k		2.8k	127.28	View chart
Advanced Micro Devices (AMD)	0.1	$343k	+8%	1.7k	203.43	View chart
McDonald's Corporation (MCD)	0.1	$338k	+6%	1.1k	310.76	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$328k		11k	30.96	View chart
Nextera Energy (NEE)	0.1	$327k	NEW	3.5k	92.88	View chart
Stryker Corporation (SYK)	0.1	$316k		963.00	328.45	View chart
Owens Corning (OC)	0.1	$304k	+11%	2.8k	108.22	View chart
Parker-Hannifin Corporation (PH)	0.1	$302k	-2%	337.00	895.24	View chart
Venu Hldg Corp (VENU)	0.1	$298k	+28%	90k	3.31	View chart
Intel Corporation (INTC)	0.1	$291k	+4%	6.6k	44.13	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$287k	+5%	5.7k	50.34	View chart
Eli Lilly & Co. (LLY)	0.1	$286k	+8%	311.00	919.83	View chart
Raytheon Technologies Corp (RTX)	0.1	$283k	+14%	1.5k	192.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$282k		404.00	697.72	View chart
Coca-Cola Company (KO)	0.1	$274k	+19%	3.6k	76.04	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$274k	-6%	1.8k	151.43	View chart
At&t (T)	0.1	$274k	+11%	9.4k	28.99	View chart
Adobe Systems Incorporated (ADBE)	0.1	$271k	NEW	1.1k	243.08	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$268k		3.8k	70.51	View chart
Marathon Petroleum Corp (MPC)	0.1	$262k	NEW	1.1k	244.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$257k		430.00	597.66	View chart
Capital One Financial (COF)	0.1	$247k		1.4k	182.43	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$245k		12k	20.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$244k	NEW	2.7k	90.53	View chart
Altria (MO)	0.1	$244k		3.7k	65.99	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$242k		12k	19.53	View chart
Suncoke Energy (SXC)	0.1	$241k	+18%	37k	6.51	View chart
Boeing Company (BA)	0.1	$239k		1.2k	199.03	View chart
Eaton Corp SHS (ETN)	0.1	$238k		665.00	357.67	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$225k	NEW	9.7k	23.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$224k	-57%	2.4k	92.74	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$223k		3.0k	75.10	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.1	$218k	-3%	11k	20.46	View chart
Emerson Electric (EMR)	0.1	$218k	NEW	1.7k	131.02	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$214k	NEW	1.6k	135.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$213k		1.4k	148.10	View chart
Apollo Global Mgmt (APO)	0.1	$207k	-82%	1.9k	111.42	View chart
First Tr Exchange-traded High Incm Strgc (HISF)	0.1	$204k	-11%	4.6k	44.34	View chart
Palantir Technologies Cl A (PLTR)	0.1	$204k	NEW	1.4k	146.28	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$199k		10k	19.30	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$182k	+54%	16k	11.50	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$176k		32k	5.55	View chart
Western Asset Managed Municipals Fnd (MMU)	0.0	$117k		11k	10.28	View chart
Rithm Capital Corp Com New (RITM)	0.0	$104k	NEW	11k	9.48	View chart
Quantum Computing (QUBT)	0.0	$91k	-10%	13k	6.85	View chart
Cleveland-cliffs (CLF)	0.0	$85k		10k	8.45	View chart

Past Filings by Altus Wealth Group

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

Altus Wealth Group 2026 Q1 filed April 27, 2026
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

View all past filings

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