Altus Wealth Group
Latest statistics and disclosures from Altus Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPMO, MOAT, DIVO, XMHQ, and represent 37.48% of Altus Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$6.6M), NVDA, IVV, CGDV, MRVL, HON, HONA, PANW, DIVO, VGT.
- Started 18 new stock positions in SPYG, GRID, VBR, GS, HON, PM, TSM, MRVL, DE, PANW. BLK, QCOM, GUNR, GE, IJH, GEV, HONA, JAAA.
- Reduced shares in these 10 stocks: Honeywell International, PBUS, QQQM, AVNM, SPY, FTGS, SDVY, RDVY, IBIT, AIRR.
- Sold out of its positions in CLF, HISF, Honeywell International, IBIT, KTOS, PLTR, SCHZ.
- Altus Wealth Group was a net buyer of stock by $8.6M.
- Altus Wealth Group has $277M in assets under management (AUM), dropping by 13.41%.
- Central Index Key (CIK): 0001842572
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Portfolio Holdings for Altus Wealth Group
Altus Wealth Group holds 154 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 12.6 | $35M | +2% | 47k | 748.89 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 8.4 | $23M | 144k | 161.54 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 7.4 | $21M | 197k | 103.96 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 5.0 | $14M | +2% | 301k | 45.70 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 4.1 | $11M | +3% | 100k | 112.88 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.5 | $9.7M | -2% | 157k | 62.20 |
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| Apple (AAPL) | 3.5 | $9.7M | +2% | 34k | 289.36 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.2 | $8.8M | +299% | 71k | 124.17 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $7.1M | +44% | 36k | 200.09 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.2 | $6.1M | +3% | 73k | 82.65 |
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| Microsoft Corporation (MSFT) | 2.1 | $5.7M | +5% | 15k | 373.03 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $5.2M | +5% | 15k | 357.37 |
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| Broadcom (AVGO) | 1.7 | $4.8M | 13k | 377.75 |
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| Builders FirstSource (BLDR) | 1.6 | $4.3M | 48k | 89.48 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 1.3 | $3.7M | +17% | 75k | 49.28 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.3 | $3.7M | 105k | 34.81 |
|
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| Union Pacific Corporation (UNP) | 1.2 | $3.5M | 13k | 272.00 |
|
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| Amazon (AMZN) | 1.1 | $2.9M | 12k | 238.34 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 1.1 | $2.9M | 32k | 90.79 |
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| Micron Technology (MU) | 0.9 | $2.5M | +6% | 2.1k | 1154.28 |
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| American Electric Power Company (AEP) | 0.9 | $2.5M | 18k | 136.81 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $2.4M | +3% | 7.4k | 327.33 |
|
| Visa Com Cl A (V) | 0.9 | $2.4M | +2% | 7.0k | 343.07 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.9M | -3% | 3.8k | 500.39 |
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| Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS) | 0.7 | $1.8M | -34% | 24k | 74.84 |
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| Blackstone Group Inc Com Cl A (BX) | 0.7 | $1.8M | -11% | 15k | 117.67 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $1.8M | -34% | 5.8k | 302.99 |
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| Chevron Corporation (CVX) | 0.6 | $1.7M | 10k | 165.76 |
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| American Centy Etf Tr Avantis All Int (AVNM) | 0.6 | $1.7M | -34% | 20k | 82.38 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.6 | $1.6M | 8.3k | 190.52 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.5M | 4.1k | 370.04 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.5 | $1.5M | -19% | 15k | 100.67 |
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| EOG Resources (EOG) | 0.5 | $1.4M | -4% | 11k | 129.73 |
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| Home Depot (HD) | 0.5 | $1.4M | +4% | 3.9k | 352.71 |
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| Servicenow (NOW) | 0.5 | $1.4M | -2% | 14k | 99.28 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.3M | -2% | 9.5k | 136.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.3M | +12% | 3.6k | 353.34 |
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| First Tr Exchange-traded SHS (FDL) | 0.4 | $1.2M | -2% | 25k | 48.66 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.4 | $1.2M | -32% | 15k | 81.06 |
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| Emcor (EME) | 0.4 | $1.2M | 1.5k | 829.88 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $1.2M | 41k | 28.96 |
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.4 | $1.2M | -2% | 47k | 25.52 |
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| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 0.4 | $1.1M | -38% | 1.5k | 746.77 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.1M | +3% | 3.7k | 298.07 |
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| First Interstate Bancsystem (FIBK) | 0.4 | $1.0M | 27k | 38.56 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.0M | -2% | 13k | 79.03 |
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| Advanced Micro Devices (AMD) | 0.4 | $1.0M | +4% | 1.8k | 580.91 |
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| Abbvie (ABBV) | 0.4 | $1.0M | +4% | 4.1k | 251.61 |
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| Tri-Continental Corporation (TY) | 0.4 | $1.0M | 29k | 34.42 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $994k | 4.5k | 219.44 |
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| Wal-Mart Stores (WMT) | 0.4 | $979k | +5% | 8.6k | 113.26 |
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| Costco Wholesale Corporation (COST) | 0.3 | $966k | +4% | 1.0k | 935.47 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $959k | 1.9k | 509.46 |
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| Corning Incorporated (GLW) | 0.3 | $937k | 3.7k | 255.43 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $935k | -7% | 30k | 31.71 |
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| UnitedHealth (UNH) | 0.3 | $925k | +7% | 2.2k | 415.63 |
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| Netflix (NFLX) | 0.3 | $906k | +3% | 13k | 71.40 |
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| Atmos Energy Corporation (ATO) | 0.3 | $906k | 5.3k | 172.27 |
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| Kinder Morgan (KMI) | 0.3 | $903k | 28k | 31.97 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.3 | $898k | 5.9k | 152.18 |
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| Procter & Gamble Company (PG) | 0.3 | $869k | 5.9k | 146.64 |
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| Intel Corporation (INTC) | 0.3 | $863k | -6% | 6.2k | 139.64 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $856k | 5.5k | 156.72 |
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| Pepsi (PEP) | 0.3 | $853k | 6.3k | 135.39 |
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| United Parcel Svcs CL B (UPS) | 0.3 | $846k | 7.9k | 107.50 |
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| Applied Materials (AMAT) | 0.3 | $834k | 1.2k | 723.00 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.3 | $807k | -31% | 6.1k | 133.25 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.3 | $790k | -43% | 18k | 43.14 |
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| Caterpillar (CAT) | 0.3 | $783k | +13% | 735.00 | 1065.20 |
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| American Centy Etf Tr Diversified Mu (TAXF) | 0.3 | $775k | +48% | 15k | 50.84 |
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| Cisco Systems (CSCO) | 0.3 | $765k | +4% | 6.5k | 117.46 |
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| First Tr Exchange-traded Growth Strength (FTGS) | 0.3 | $763k | -47% | 21k | 37.00 |
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| Bank of America Corporation (BAC) | 0.3 | $696k | 12k | 56.98 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.2 | $687k | +2% | 4.8k | 142.39 |
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| Meta Platforms Cl A (META) | 0.2 | $681k | +19% | 1.2k | 563.29 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.2 | $670k | 20k | 33.46 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.2 | $654k | 13k | 50.39 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $647k | -33% | 7.2k | 89.85 |
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| Lowe's Companies (LOW) | 0.2 | $631k | +9% | 2.9k | 220.49 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $630k | 54k | 11.74 |
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| Amgen (AMGN) | 0.2 | $603k | 1.7k | 362.03 |
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| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.2 | $600k | -17% | 14k | 43.61 |
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| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 0.2 | $596k | -37% | 5.9k | 101.24 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $593k | -4% | 2.1k | 285.58 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $592k | -14% | 33k | 17.88 |
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| Morgan Stanley Com New (MS) | 0.2 | $586k | -6% | 2.8k | 209.05 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $556k | -2% | 5.0k | 110.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $556k | 3.7k | 148.31 |
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| Marvell Technology (MRVL) | 0.2 | $543k | NEW | 1.8k | 297.88 |
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| Honeywell International (HON) | 0.2 | $503k | NEW | 2.2k | 223.90 |
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| Honeywell Aerospace (HONA) | 0.2 | $492k | NEW | 2.2k | 221.08 |
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| Bloom Energy Corp Com Cl A (BE) | 0.2 | $477k | 1.6k | 302.70 |
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| International Business Machines (IBM) | 0.2 | $468k | +11% | 1.7k | 281.19 |
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| Johnson & Johnson (JNJ) | 0.2 | $463k | +5% | 1.8k | 253.91 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $463k | +55% | 908.00 | 509.31 |
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| Owens Corning (OC) | 0.2 | $456k | +2% | 2.9k | 158.96 |
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| Kroger (KR) | 0.2 | $456k | 8.2k | 55.53 |
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| Eli Lilly & Co. (LLY) | 0.2 | $450k | +20% | 375.00 | 1199.54 |
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| Walt Disney Company (DIS) | 0.2 | $447k | 4.6k | 96.25 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $433k | -6% | 7.4k | 58.92 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $429k | -4% | 835.00 | 513.64 |
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| Tesla Motors (TSLA) | 0.2 | $425k | -37% | 1.0k | 420.60 |
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| Palo Alto Networks (PANW) | 0.1 | $397k | NEW | 1.2k | 341.02 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $391k | 11k | 36.87 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $386k | +700% | 3.2k | 119.52 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $357k | +8% | 365.00 | 978.12 |
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| Jacobs Engineering Group (J) | 0.1 | $355k | 2.8k | 126.00 |
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| McDonald's Corporation (MCD) | 0.1 | $315k | +7% | 1.2k | 270.31 |
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| Stryker Corporation (SYK) | 0.1 | $312k | +2% | 991.00 | 314.85 |
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| Capital One Financial (COF) | 0.1 | $306k | +12% | 1.5k | 200.62 |
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| Coca-Cola Company (KO) | 0.1 | $306k | +4% | 3.8k | 81.26 |
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| Eaton Corp SHS (ETN) | 0.1 | $305k | +7% | 715.00 | 426.12 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $297k | +6% | 1.6k | 189.73 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $295k | 430.00 | 686.96 |
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| Ge Aerospace Com New (GE) | 0.1 | $293k | NEW | 784.00 | 373.73 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $292k | +6% | 1.1k | 255.67 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $291k | +3% | 1.9k | 156.33 |
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| Suncoke Energy (SXC) | 0.1 | $290k | -2% | 36k | 8.05 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $280k | NEW | 587.00 | 477.57 |
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| Nextera Energy (NEE) | 0.1 | $274k | -11% | 3.1k | 87.77 |
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| Altria (MO) | 0.1 | $271k | 3.8k | 71.95 |
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| Boeing Company (BA) | 0.1 | $262k | 1.2k | 216.47 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $261k | 2.7k | 96.58 |
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| Goldman Sachs (GS) | 0.1 | $260k | NEW | 257.00 | 1011.37 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $254k | -11% | 5.0k | 50.35 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $254k | NEW | 5.2k | 49.28 |
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| Qualcomm (QCOM) | 0.1 | $253k | NEW | 1.4k | 184.80 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $249k | 3.0k | 83.75 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $245k | 12k | 20.36 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $244k | NEW | 4.8k | 50.49 |
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| Emerson Electric (EMR) | 0.1 | $242k | 1.7k | 143.15 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $242k | 12k | 19.53 |
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| Venu Hldg Corp (VENU) | 0.1 | $239k | +16% | 105k | 2.27 |
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| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.1 | $235k | 11k | 22.04 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $232k | 1.1k | 205.02 |
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| Deere & Company (DE) | 0.1 | $232k | NEW | 366.00 | 634.33 |
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| Ge Vernova (GEV) | 0.1 | $230k | NEW | 196.00 | 1174.86 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $230k | 2.4k | 96.46 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $227k | 1.4k | 158.03 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $224k | NEW | 2.9k | 77.11 |
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| Apollo Global Mgmt (APO) | 0.1 | $221k | 1.9k | 118.31 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.1 | $217k | NEW | 1.1k | 191.70 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.1 | $211k | -42% | 4.4k | 48.49 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $209k | NEW | 1.8k | 118.99 |
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| At&t (T) | 0.1 | $208k | +6% | 10k | 20.70 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $207k | NEW | 852.00 | 242.99 |
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| Philip Morris International (PM) | 0.1 | $207k | NEW | 1.1k | 180.95 |
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| Blackrock (BLK) | 0.1 | $200k | NEW | 208.00 | 961.56 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $192k | 16k | 12.12 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $191k | -2% | 10k | 19.12 |
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| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $185k | 32k | 5.81 |
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| Western Asset Managed Municipals Fnd (MMU) | 0.0 | $119k | 11k | 10.42 |
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| Quantum Computing (QUBT) | 0.0 | $114k | -11% | 12k | 9.70 |
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| Rithm Capital Corp Com New (RITM) | 0.0 | $103k | 11k | 9.39 |
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Past Filings by Altus Wealth Group
SEC 13F filings are viewable for Altus Wealth Group going back to 2020
- Altus Wealth Group 2026 Q2 filed July 17, 2026
- 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