Q2 2026 13F · SEC CIK 1842572

Altus Wealth Group LLC

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $276.8M
Reported positions: 154
Top holdings a year, 3 yrs: +14.9%
Assets under management: $620.1M

Altus Wealth Group LLC is a wealth manager that reported 154 positions worth $276.8M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 12.7%), Invesco Exch Traded Fd Tr II (SPMO, 8.4%), Vaneck ETF Trust (MOAT, 7.4%). A portfolio copying its top holdings returned 14.9% a year over the last 3 years, against 20.4% for the S&P 500.

Altus Wealth Group LLC holdings largest 50 of 154 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Altus Wealth Group LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	12.7%	12.3%	46,761	+2.1%	$35.0M
SPMOInvesco Exch Traded Fd Tr II	8.4%	6.5%	143,826	+1.1%	$23.2M
MOATVaneck ETF Trust	7.4%	7.8%	197,070	+0.5%	$20.5M
DIVOAmplify ETF Tr	5.0%	5.4%	300,980	+2.5%	$13.8M
XMHQInvesco Exchange Traded Fd T	4.1%	4.1%	99,819	+3.0%	$11.3M
COWZPacer Fds Tr	3.5%	4.1%	156,643	-2.6%	$9.7M
AAPLApple Inc	3.5%	3.4%	33,599	+3.0%	$9.7M
IWFIshares Russell 1000 Growth ETF	3.2%	3.1%	70,538	+299.9%	$8.8M
NVDANvidia Corporation Com	2.6%	1.8%	35,577	+44.8%	$7.1M
VCITVanguard Scottsdale Fds	2.2%	2.4%	73,364	+3.2%	$6.1M
MSFTMicrosoft Corp	2.1%	2.2%	15,321	+5.1%	$5.7M
GOOGLAlphabet Inc	1.9%	1.6%	14,569	+5.9%	$5.2M
AVGOBroadcom Inc	1.7%	1.6%	12,759	-0.1%	$4.8M
BLDRBuilders Firstsource Inc	1.6%	1.6%	48,075	+0.0%	$4.3M
CGDVCapital Group Dividend Value ETF	1.3%	1.1%	75,132	+17.2%	$3.7M
SCHVSchwab Strategic Tr	1.3%	1.3%	105,415	+1.1%	$3.7M
UNPUnion Pac Corp	1.2%	1.3%	12,689	-0.9%	$3.5M
AMZNAmazon Com Inc Com	1.1%	1.0%	12,267	+1.3%	$2.9M
SPTMSpdr Series Trust	1.1%	1.1%	32,133	-1.3%	$2.9M
MUMicron Technology Inc	0.9%	—	2,136	—	$2.5M
AEPAmerican Elec Pwr Co Inc	0.9%	1.0%	17,949	+0.5%	$2.5M
JPMJpmorgan Chase & Co	0.9%	0.9%	7,445	+3.4%	$2.4M
VVisa Inc Com Cl A	0.9%	0.8%	7,035	+2.8%	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	3,848	-3.8%	$1.9M
PBUSInvesco Msci USA ETF	0.7%	1.0%	24,277	-34.9%	$1.8M
BXBlackstone Inc Com	0.7%	0.8%	15,377	-11.0%	$1.8M
QQQMInvesco Nasdaq 100 ETF	0.6%	0.9%	5,841	-34.6%	$1.8M
CVXChevron Corp New	0.6%	0.9%	10,180	-1.0%	$1.7M
AVNMAmerican Centy ETF Tr	0.6%	1.0%	20,041	-34.4%	$1.7M
XLKState Street Technology Select Sector Sp	0.6%	0.5%	8,330	-0.0%	$1.6M
VTIVanguard Index Fds	0.5%	0.5%	4,101	+0.2%	$1.5M
SGOViShares 0-3 Month Treasury Bon	0.5%	0.7%	14,617	-19.5%	$1.5M
EOGEog Res Inc	0.5%	0.7%	11,103	-4.9%	$1.4M
HDHome Depot Inc Com	0.5%	0.5%	3,872	+4.8%	$1.4M
NOWServicenow Inc Com	0.5%	0.6%	13,679	-2.3%	$1.4M
XOMExxon Mobil Corp	0.5%	0.7%	9,488	-2.1%	$1.3M
GOOGAlphabet Inc	0.5%	—	3,593	—	$1.3M
FDLFirst Tr Exchange-Traded Fd	0.4%	0.5%	25,302	-2.5%	$1.2M
RDVYFirst Trust Rising Dividend Achievers Et	0.4%	0.6%	15,100	-32.1%	$1.2M
EMEEmcor Group Inc	0.4%	0.4%	1,470	+0.2%	$1.2M
SCHBSchwb US Broad	0.4%	0.4%	41,163	+0.2%	$1.2M
SPABSpdr Series Trust	0.4%	0.5%	46,564	-2.6%	$1.2M
TXNTexas Instruments Inc	0.4%	—	3,731	—	$1.1M
SPYSpdr S&p 500 ETF Tr	0.4%	0.6%	1,420	-40.3%	$1.1M
FIBKFirst Intst Bancsystem Inc	0.4%	—	26,964	—	$1.0M
VCSHVanguard Scottsdale Fds	0.4%	0.4%	12,990	-2.1%	$1.0M
AMDAdvanced Micro Devices Inc	0.4%	—	1,756	—	$1.0M
ABBVAbbvie Inc	0.4%	—	4,051	—	$1.0M
TYTri Contl Corp Com	0.4%	—	29,314	—	$1.0M
QUALIshares Msci USA Quality Factor ETF	0.4%	—	4,531	—	$994K

What Altus Wealth Group LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +14.9% /yr; S&P 500 +20.4%
5 years: +8.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$276.8M	154
Q1 2026	$244.0M	143
Q4 2025	$250.2M	142
Q3 2025	$243.5M	143
Q2 2025	$226.0M	138
Q1 2025	$213.5M	133
Q4 2024	$226.1M	143
Q3 2024	$233.9M	144
Q2 2024	$199.7M	133
Q1 2024	$199.5M	139
Q4 2023	$180.5M	141
Q3 2023	$157.6M	129

Questions about Altus Wealth Group LLC's portfolio

What stocks does Altus Wealth Group LLC own?

Altus Wealth Group LLC's latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 154 positions worth $276.8M. The largest are Ishares Core S&p 500 ETF (IVV) at 12.7%, Invesco Exch Traded Fd Tr II (SPMO) at 8.4%, Vaneck ETF Trust (MOAT) at 7.4%, Amplify ETF Tr (DIVO) at 5.0% and Invesco Exchange Traded Fd T (XMHQ) at 4.1%.

What did Altus Wealth Group LLC buy last quarter?

In Q2 2026, Altus Wealth Group LLC added Ishares Russell 1000 Growth ETF (IWF) (+299.9% shares), Nvidia Corporation Com (NVDA) (+44.8% shares) and Capital Group Dividend Value ETF (CGDV) (+17.2% shares), compared with its Q1 2026 filing.

What did Altus Wealth Group LLC sell last quarter?

In Q2 2026, Altus Wealth Group LLC cut from its top 50 First Tr Exchange-Traded Fd (FTGS), cut from its top 50 First Tr Exchange-Traded Fd (SDVY), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Lockheed Martin Corp Com (LMT), cut from its top 50 Honeywell Intl Inc (HON), Spdr S&p 500 ETF Tr (SPY) (-40.3% shares), Invesco Msci USA ETF (PBUS) (-34.9% shares) and Invesco Nasdaq 100 ETF (QQQM) (-34.6% shares), compared with its Q1 2026 filing.

How has Altus Wealth Group LLC's portfolio performed?

A portfolio copying Altus Wealth Group LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.6% against +20.1%. Over 5 years: +8.4% a year against +11.6%.

When is Altus Wealth Group LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Altus Wealth Group LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Altus Wealth Group LLC manage?

Altus Wealth Group LLC reported $620.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $276.8M.