Altus Wealth Group LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1842572
Institutional-grade research for retail investors
Sector Allocation
- Other50.0%$133.1M
- Technology17.9%$47.6M
- Financials17.3%$46.1M
- Industrials4.7%$12.5M
- Energy2.8%$7.3M
- Consumer Discretionary1.9%$4.9M
- Consumer Staples1.7%$4.5M
- Healthcare1.7%$4.5M
- Utilities0.9%$2.3M
- Communication Services0.7%$1.8M
AUM History
13fpro.ai/research/fund/altus-wealth-group-llc-1842572
Conviction and streaks
Concentrating · top 10 = 56.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$36.8M
IVZ
$21.7M- VANECK$21.0M
- AMPLIFY$14.9M
- $11.8M
- PACER$10.0M
AAPL
$9.9M- ISHARES$8.8M
NVDA
$7.5MMSFT
$7.4M- VANGUARD$6.5M
- CAPITAL$4.9M
GOOGL
$4.9MAVGO
$4.3MUNP
$3.4M- SCHWAB$3.3M
- SPDR$2.9M
AMZN
$2.8MBLDR
$2.7MV
$2.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/altus-wealth-group-llc-1842572
Altus Wealth Group LLC 13F holdings — Q3 2026
$266.0M portfolio (-3.9% QoQ) · 147 holdings · Q3 2026 13F · top 10 are 56% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$36.8M
13.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $21.7M
8.2% of stocks
-0.3%This quarter-0.9%Since filed9+ qtrsHeld- 3
VANECK ETF TRUST - MRNGSTR WDE MOAT
$21.0M
7.9% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AMPLIFY ETF TR - CWP ENHANCED DIV
$14.9M
5.6% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $11.8M
4.4% of stocks
+6%This quarter-0.9%Since filed9+ qtrsHeld- 6
PACER FDS TR - US CASH COWS 100
$10.0M
3.8% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $9.9M
3.7% of stocks
-12%This quarter+1.3%Since filed9+ qtrsHeld- 8
ISHARES TR - RUS 1000 GRW ETF
$8.8M
3.3% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— $7.5M
2.8% of stocks
-7%This quarter-0.2%Since filed9+ qtrsHeld$7.4M
2.8% of stocks
-6%This quarter+0.1%Since filed9+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $36.8M | 13.8% | +3% | — | — | — | — | |
| 2 | $21.7M | 8.2% | -0.3% | -0.9% | 9+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANECK ETF TRUST - MRNGSTR WDE MOAT | $21.0M | 7.9% | +1.0% | — | — | — | — | |
| 4 | AMPLIFY ETF TR - CWP ENHANCED DIV | $14.9M | 5.6% | +6% | — | — | — | — | |
| 5 | $11.8M | 4.4% | +6% | -0.9% | 9+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | PACER FDS TR - US CASH COWS 100 | $10.0M | 3.8% | -5% | — | — | — | — | |
| 7 | $9.9M | 3.7% | -12% | +1.3% | 9+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - RUS 1000 GRW ETF | $8.8M | 3.3% | -0.9% | — | — | — | — | |
| 9 | $7.5M | 2.8% | -7% | -0.2% | 9+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $7.4M | 2.8% | -6% | +0.1% | 9+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Altus Wealth Group LLC (Q3 2026)
147 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $6.5M | 2.4% | 82K | +12% | — | — | 13F |
| 12 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNITlp unit | — | $4.9M | 1.8% | 100K | +33% | — | — | 13F |
| 13 | Alphabet Inc. | Technology | $4.9M | 1.8% | 14K | -3% | 9+ qtrs | 77.7 | 13F | |
| 14 | Broadcom Inc. | Technology | $4.3M | 1.6% | 12K | -3% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | UNION PACIFIC CORP | Industrials | $3.4M | 1.3% | 13K | -0.5% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund | — | $3.3M | 1.3% | 101K | -5% | — | — | 13F |
| 17 | — | SPDR SERIES TRUST - ST STR PR SP1500etf/fund | — | $2.9M | 1.1% | 32K | -0.8% | — | — | 13F |
| 18 | AMAZON COM INC | Consumer Discretionary | $2.8M | 1.1% | 11K | -8% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Builders FirstSource, Inc. | Industrials | $2.7M | 1.0% | 48K | -0.0% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | VISA INC. | Financials | $2.5M | 0.9% | 6,941 | -1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JPMORGAN CHASE & CO | Financials | $2.2M | 0.8% | 6,713 | -10% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | MICRON TECHNOLOGY INC | Technology | $2.2M | 0.8% | 2,079 | -3% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AMERICAN ELECTRIC POWER CO INC | Utilities | $2.1M | 0.8% | 18K | -0.3% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CHEVRON CORP | Energy | $2.1M | 0.8% | 10K | -0.1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BERKSHIRE HATHAWAY INC | Financials | $2.0M | 0.7% | 3,935 | +2% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $NOW | ServiceNow, Inc. | Technology | $1.8M | 0.7% | 13K | -2% | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.7M | 0.7% | 4,664 | +14% | |||
| 28 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.6M | 0.6% | 8,330 | — | |||
| 29 | $EOG | EOG RESOURCES INC | Energy | $1.5M | 0.6% | 11K | -2% | |||
| 30 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.5M | 0.6% | 8,925 | -6% | |||
| 31 | $BX | Blackstone Inc. | Financials | $1.5M | 0.6% | 13K | -16% | |||
| 32 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $1.2M | 0.5% | 25K | -0.4% | |||
| 33 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $1.2M | 0.5% | 41K | +0.3% | |||
| 34 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.4% | 3,291 | -8% | |||
| 35 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.1M | 0.4% | 4,882 | +8% | |||
| 36 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $1.1M | 0.4% | 44K | -4% | |||
| 37 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.1M | 0.4% | 1,411 | -0.6% | |||
| 38 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.4% | 3,693 | -5% | |||
| 39 | $ABBV | AbbVie Inc. | Healthcare | $1.0M | 0.4% | 3,936 | -3% | |||
| 40 | $EME | EMCOR Group, Inc. | Industrials | $1.0M | 0.4% | 1,355 | -8% | |||
| 41 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.0M | 0.4% | 3,633 | -3% | |||
| 42 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.0M | 0.4% | 13K | +0.5% | |||
| 43 | $TY | TRI-CONTINENTAL Corp | Other | $996K | 0.4% | 29K | -1% | |||
| 44 | $FIBK | FIRST INTERSTATE BANCSYSTEM INC | Financials | $951K | 0.4% | 27K | -1% | |||
| 45 | $LMT | LOCKHEED MARTIN CORP | Industrials | $949K | 0.4% | 1,864 | -1.0% | |||
| 46 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $927K | 0.3% | 29K | -3% | |||
| 47 | $NFLX | NETFLIX INC | Communication Services | $925K | 0.3% | 13K | +5% | |||
| 48 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $918K | 0.3% | 1,500 | -15% | |||
| 49 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $898K | 0.3% | 986 | -5% | |||
| 50 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $872K | 0.3% | 5,955 | +0.9% | |||
| 51 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $869K | 0.3% | 5,985 | +1.0% | |||
| 52 | $META | Meta Platforms, Inc. | Technology | $851K | 0.3% | 1,174 | -3% | |||
| 53 | $KMI | KINDER MORGAN, INC. | Energy | $846K | 0.3% | 28K | -0.6% | |||
| 54 | $ATO | ATMOS ENERGY CORP | Energy | $817K | 0.3% | 5,222 | -0.7% | |||
| 55 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $813K | 0.3% | 2,215 | -0.4% | |||
| 56 | $PEP | PEPSICO INC | Consumer Staples | $801K | 0.3% | 6,318 | +0.3% | |||
| 57 | $NVS | NOVARTIS AG | Healthcare | $772K | 0.3% | 5,414 | -0.9% | |||
| 58 | $INTC | INTEL CORP | Technology | $753K | 0.3% | 6,260 | +1% | |||
| 59 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $752K | 0.3% | 8,045 | +2% | |||
| 60 | $WMT | Walmart Inc. | Consumer Staples | $717K | 0.3% | 6,900 | -20% | |||
| 61 | — | ISHARES TR - ESG MSCI KLD ETF | — | $705K | 0.3% | 4,824 | — | |||
| 62 | $AMGN | AMGEN INC | Healthcare | $700K | 0.3% | 1,660 | -0.4% | |||
| 63 | $CSCO | CISCO SYSTEMS, INC. | Technology | $663K | 0.3% | 6,160 | -5% | |||
| 64 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $654K | 0.3% | 20K | +1% | |||
| 65 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $649K | 0.2% | 12K | -2% | |||
| 66 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $643K | 0.2% | 13K | -1% | |||
| 67 | $CAT | CATERPILLAR INC | Industrials | $634K | 0.2% | 781 | +6% | |||
| 68 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $603K | 0.2% | 2,011 | -3% | |||
| 69 | — | ISHARES TR - 0-3 MTH TREASURY | — | $589K | 0.2% | 5,850 | -60% | |||
| 70 | — | ISHARES TR - CORE S&P SCP ETF | — | $582K | 0.2% | 4,276 | +14% | |||
| 71 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $556K | 0.2% | 1,088 | -6% | |||
| 72 | $GLW | CORNING INC /NY | Materials | $546K | 0.2% | 3,553 | -3% | |||
| 73 | — | ISHARES TR - RUS MID CAP ETF | — | $538K | 0.2% | 5,045 | +0.1% | |||
| 74 | — | NUVEEN AMT FREE QLTY MUN INC - COM | — | $534K | 0.2% | 54K | — | |||
| 75 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $509K | 0.2% | 2,763 | -3% | |||
| 76 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $495K | 0.2% | 3,283 | New | |||
| 77 | $MA | Mastercard Inc | Financials | $491K | 0.2% | 891 | +7% | |||
| 78 | $KR | KROGER CO | Consumer Staples | $479K | 0.2% | 8,168 | -0.6% | |||
| 79 | $JNJ | JOHNSON & JOHNSON | Healthcare | $468K | 0.2% | 1,766 | -3% | |||
| 80 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $464K | 0.2% | 2,201 | -2% | |||
| 81 | $DIS | Walt Disney Co | Communication Services | $457K | 0.2% | 4,356 | -6% | |||
| 82 | $MRVL | Marvell Technology, Inc. | Technology | $452K | 0.2% | 1,709 | -6% | |||
| 83 | $PANW | Palo Alto Networks Inc | Technology | $451K | 0.2% | 1,135 | -3% | |||
| 84 | — | INVESCO EXCH TRADED FD TR II - PURBTA MSCI US | — | $450K | 0.2% | 5,876 | -76% | |||
| 85 | $BE | Bloom Energy Corp | Technology | $438K | 0.2% | 1,582 | +0.4% | |||
| 86 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $436K | 0.2% | 902 | -0.7% | |||
| 87 | $MPC | Marathon Petroleum Corp | Energy | $435K | 0.2% | 1,100 | -4% | |||
| 88 | $LLY | ELI LILLY & Co | Healthcare | $409K | 0.1% | 353 | -6% | |||
| 89 | — | VANGUARD WORLD FD - INF TECH ETF | — | $406K | 0.1% | 3,232 | — | |||
| 90 | $IVZ | Invesco Ltd. | Financials | $393K | 0.1% | 1,290 | -78% | |||
| 91 | — | GLOBAL X FDS - US INFR DEV ETF | — | $386K | 0.1% | 7,350 | — | |||
| 92 | $J | JACOBS SOLUTIONS INC. | Industrials | $380K | 0.1% | 2,806 | -0.4% | |||
| 93 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $365K | 0.1% | 11K | +1% | |||
| 94 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $359K | 0.1% | 1,632 | -2% | |||
| 95 | $MS | MORGAN STANLEY | Financials | $345K | 0.1% | 1,834 | -35% | |||
| 96 | — | AMERICAN CENTY ETF TR - AVANTIS ALL INT | — | $339K | 0.1% | 4,079 | -80% | |||
| 97 | $OC | Owens Corning | Materials | $338K | 0.1% | 2,897 | +0.9% | |||
| 98 | $SXC | SunCoke Energy, Inc. | Materials | $337K | 0.1% | 36K | -0.8% | |||
| 99 | $PH | Parker-Hannifin Corp | Industrials | $330K | 0.1% | 345 | -5% | |||
| 100 | $HONA | Honeywell Aerospace Inc. | Industrials | $328K | 0.1% | 2,119 | -5% | |||
| 101 | $KO | COCA COLA CO | Consumer Staples | $323K | 0.1% | 3,758 | -0.1% | |||
| 102 | $TSLA | Tesla, Inc. | Consumer Discretionary | $310K | 0.1% | 874 | -13% | |||
| 103 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $302K | 0.1% | 431 | +0.2% | |||
| 104 | — | ISHARES TR - MSCI USA MIN ETF | — | $300K | 0.1% | 3,079 | +29% | |||
| 105 | $ETN | Eaton Corp plc | Industrials | $284K | 0.1% | 660 | -8% | |||
| 106 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $281K | 0.1% | 617 | +5% | |||
| 107 | — | ISHARES TR - SELECT DIVID ETF | — | $280K | 0.1% | 1,840 | -1% | |||
| 108 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $279K | 0.1% | 1,447 | -5% | |||
| 109 | $RTX | RTX Corp | Industrials | $279K | 0.1% | 1,502 | -4% | |||
| 110 | — | ISHARES TR - CORE MSCI EAFE | — | $273K | 0.1% | 2,819 | +4% | |||
| 111 | $ADBE | ADOBE INC. | Technology | $272K | 0.1% | 1,132 | -0.1% | |||
| 112 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $268K | 0.1% | 16K | -53% | |||
| 113 | $EMR | EMERSON ELECTRIC CO | Industrials | $264K | 0.1% | 1,704 | +0.7% | |||
| 114 | $SYK | STRYKER CORP | Healthcare | $263K | 0.1% | 953 | -4% | |||
| 115 | $WT | WisdomTree, Inc. | Financials | $256K | 0.1% | 5,089 | +0.8% | |||
| 116 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $254K | 0.1% | 3,240 | -79% | |||
| 117 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $251K | 0.1% | 2,784 | New | |||
| 118 | $MCD | MCDONALDS CORP | Consumer Discretionary | $249K | 0.1% | 1,079 | -7% | |||
| 119 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $249K | 0.1% | 3,696 | -2% | |||
| 120 | $T | AT&T INC. | Communication Services | $247K | 0.1% | 10K | +0.6% | |||
| 121 | $IVZ | Invesco Ltd. | Financials | $243K | 0.1% | 12K | +0.2% | |||
| 122 | $IVZ | Invesco Ltd. | Financials | $242K | 0.1% | 12K | +0.2% | |||
| 123 | $DE | DEERE & CO | Industrials | $238K | 0.1% | 355 | -3% | |||
| 124 | $PLTR | Palantir Technologies Inc. | Technology | $238K | 0.1% | 1,272 | New | |||
| 125 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $236K | 0.1% | 2,849 | -4% | |||
| 126 | $QCOM | QUALCOMM INC/DE | Technology | $234K | 0.1% | 1,272 | -7% | |||
| 127 | $EOS | Eaton Vance Enhanced Equity Income Fund II | Other | $230K | 0.1% | 11K | +1% | |||
| 128 | $NEE | NEXTERA ENERGY INC | Utilities | $226K | 0.1% | 2,989 | -4% | |||
| 129 | $BLK | BlackRock, Inc. | Financials | $224K | 0.1% | 212 | +2% | |||
| 130 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $223K | 0.1% | 1,439 | +0.1% | |||
| 131 | $BA | BOEING CO | Industrials | $223K | 0.1% | 1,200 | -0.9% | |||
| 132 | $GE | GENERAL ELECTRIC CO | Industrials | $222K | 0.1% | 712 | -9% | |||
| 133 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $221K | 0.1% | 2,143 | -65% | |||
| 134 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $220K | 0.1% | 1,242 | +10% | |||
| 135 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $219K | 0.1% | 4,348 | -10% | |||
| 136 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $217K | 0.1% | 1,766 | +0.4% | |||
| 137 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $217K | 0.1% | 5,338 | -71% | |||
| 138 | $APO | Apollo Global Management, Inc. | Financials | $214K | 0.1% | 1,843 | -1% | |||
| 139 | — | ISHARES TR - CORE S&P MCP ETF | — | $209K | 0.1% | 2,910 | — | |||
| 140 | $PM | Philip Morris International Inc. | Consumer Staples | $208K | 0.1% | 1,091 | -4% | |||
| 141 | $GS | GOLDMAN SACHS GROUP INC | Financials | $206K | 0.1% | 229 | -11% | |||
| 142 | $ET | Energy Transfer LP | Energy | $198K | 0.1% | 10K | — | |||
| 143 | $USA | LIBERTY ALL STAR EQUITY FUND | Other | $181K | 0.1% | 31K | -1% | |||
| 144 | $NAD | Nuveen Quality Municipal Income Fund | Other | $158K | 0.1% | 16K | -1% | |||
| 145 | $VENU | Venu Holding Corp | Communication Services | $149K | 0.1% | 105K | — | |||
| 146 | $MMU | WESTERN ASSET MANAGED MUNICIPALS FUND INC. | Other | $102K | 0.0% | 11K | — | |||
| 147 | $QUBT | Quantum Computing Inc. | Technology | $97K | 0.0% | 12K | -2% |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 39 added to, 96 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (39)
- CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT+33%
now $4.9M
- ISHARES TR - CORE S&P500 ETF+3%
now $36.8M
- AMPLIFY ETF TR - CWP ENHANCED DIV+6%
now $14.9M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+12%
now $6.5M
- VANGUARD INDEX FDS - MRNGSTR TTL STK+14%
now $1.7M
- VANECK ETF TRUST - MRNGSTR WDE MOAT+1.0%
now $21.0M
+33 more in the Excel export
Trimmed (96)
- INVESCO EXCH TRADED FD TR II - PURBTA MSCI US-76%
now $450K
now $9.9M · held 9+ qtrs
- AMERICAN CENTY ETF TR - AVANTIS ALL INT-80%
now $339K
- FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV-79%
now $254K
- ISHARES TR - 0-3 MTH TREASURY-60%
now $589K
now $7.5M · held 9+ qtrs
+90 more in the Excel export
Sold out (11)
- AMERICAN CENTY ETF TR - DIVERSIFIED MUwas $775K
- FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTHwas $763K
- FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETFwas $647K
- FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXDwas $600K
- JANUS DETROIT STR TR - HENDERSN SML ETFwas $596K
- FLEXSHARES TR - MORNSTAR UPSTRwas $254K
+5 more in the Excel export
Holdings by quarter
Every 13F Altus Wealth Group LLC has filed, 23 earlier quarters. Pick one to see what it held then.
Email me the moment this fund files its next 13FPro
Is it too late to follow Altus Wealth Group?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Altus Wealth Group's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.6%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 15% over the last 4
Top 10 weight
56%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Altus Wealth Group LLC disclosed 147 positions worth $266.0M in its Form 13F-HR for Q3 2026, followed by $IVZ. During the quarter the fund opened 3 new positions and exited 11 — including a new stake in $SPCX. The portfolio is most concentrated in Other (50.0% of disclosed assets). All figures are sourced directly from Altus Wealth Group LLC’s Form 13F-HR filing with the SEC under CIK 1842572.
Funds like this
managers whose biggest positions overlap Altus Wealth Group'sFIRST FINANCIAL BANKSHARES INC$5.34B 13F book · 7 shared top holdingsAEPBXNOWUNPStack Financial Management, Inc$1.28B 13F book · 6 shared top holdingsAEPUNPEOGLMTTrueMark Investments, LLC$798.23M 13F book · 7 shared top holdingsAEPUNPTXNATOPartners Group Holding AG$1.47B 13F book · 4 shared top holdingsUNPBXATOKMIFirst Fiduciary Investment Counsel, Inc.$529.24M 13F book · 5 shared top holdingsUNPBXTXNLMTArchon Partners LLC$967.63M 13F book · 4 shared top holdingsUNPBXLMTNOW
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Altus Wealth Group LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Altus Wealth Group LLC (SEC CIK: 1842572), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Altus Wealth Group LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.