Altus Wealth Group LLC

CIK 0001842572 · COLORADO SPRINGS, CO · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source

Altus Wealth Group LLC reported 155 positions worth $276.8M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: IVV (12.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$276.8M
2026 Q2
Positions
155
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.4%
Est. Net Flow (Q)
2026 Q2
10 / 155 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$35.0M12.65%46,761
2SPMOINVESCO EXCH TRADED FD TR IISH$23.2M8.39%143,826
3MOATVANECK ETF TRUSTSH$20.5M7.40%197,070
4DIVOAMPLIFY ETF TRSH$13.8M4.97%300,980
5XMHQINVESCO EXCHANGE TRADED FD TSH$11.3M4.07%99,819
6COWZPACER FDS TRSH$9.7M3.52%156,643
7AAPLAPPLE INCSH$9.7M3.51%33,599
8IWFISHARES TRSH$8.8M3.16%70,538
9NVDANVIDIA CORPORATIONSH$7.1M2.57%35,577
10VCITVANGUARD SCOTTSDALE FDSSH$6.1M2.19%73,364

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Altus Wealth Group LLC hold as of Q2 2026?

Altus Wealth Group LLC reported 155 positions worth $276.8M in its Q2 2026 13F filing. Largest positions: IVV (12.6%), SPMO (8.4%), MOAT (7.4%), DIVO (5.0%) and XMHQ (4.1%).

What did Altus Wealth Group LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Altus Wealth Group LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.