Q3 2026 13F · SEC CIK 1842572

Altus Wealth Group LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $266.0M
Reported positions: 147
Top holdings a year, 3 yrs: +14.9%
Assets under management: $620.1M

Altus Wealth Group LLC is a wealth manager that reported 147 positions worth $266.0M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Ishares Tr (IVV, 13.8%), Invesco Exch Traded Fd Tr II (SPMO, 8.2%), Vaneck Morningstar Wide Moat ETF (MOAT, 7.9%). 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 147 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	13.8%	12.7%	48,043	+2.7%	$36.8M
SPMOInvesco Exch Traded Fd Tr II	8.2%	8.4%	143,430	-0.3%	$21.7M
MOATVaneck Morningstar Wide Moat ETF	7.9%	7.4%	198,996	+1.0%	$21.0M
DIVOAmplify ETF Tr	5.6%	5.0%	320,296	+6.4%	$14.9M
XMHQInvesco Exchange Traded Fd T	4.4%	4.1%	105,340	+5.5%	$11.8M
COWZPacer Fds Tr	3.8%	3.5%	149,478	-4.6%	$10.0M
AAPLApple Inc	3.7%	3.5%	29,610	-11.9%	$9.9M
IWFIshares Tr	3.3%	3.2%	69,891	-0.9%	$8.8M
NVDANvidia Corporation	2.8%	2.6%	32,918	-7.5%	$7.5M
MSFTMicrosoft Corp	2.8%	2.1%	14,345	-6.4%	$7.4M
VCITVanguard Scottsdale Fds	2.4%	2.2%	82,426	+12.4%	$6.5M
CGDVCapital Group Dividend Value	1.8%	1.3%	99,889	+33.0%	$4.9M
GOOGLAlphabet Inc	1.8%	1.9%	14,114	-3.1%	$4.9M
AVGOBroadcom Inc	1.6%	1.7%	12,357	-3.2%	$4.3M
UNPUnion Pac Corp	1.3%	1.2%	12,628	-0.5%	$3.4M
SCHVSchwab Strategic Tr	1.3%	1.3%	100,548	-4.6%	$3.3M
SPTMSpdr Series Trust	1.1%	1.1%	31,868	-0.8%	$2.9M
AMZNAmazon Com Inc	1.1%	1.1%	11,332	-7.6%	$2.8M
BLDRBuilders Firstsource Inc	1.0%	1.6%	48,066	-0.0%	$2.7M
VVisa Inc	0.9%	0.9%	6,941	-1.3%	$2.5M
JPMJpmorgan Chase & Co	0.8%	0.9%	6,713	-9.8%	$2.2M
MUMicron Technology Inc	0.8%	0.9%	2,079	-2.7%	$2.2M
AEPAmerican Elec Pwr Co Inc	0.8%	0.9%	17,887	-0.3%	$2.1M
CVXChevron Corporation	0.8%	0.6%	10,167	-0.1%	$2.1M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	3,935	+2.3%	$2.0M
NOWServicenow Inc	0.7%	0.5%	13,376	-2.2%	$1.8M
VTIVanguard Index Fds	0.7%	0.5%	4,664	+13.7%	$1.7M
XLKSelect Sector Spdr Tr	0.6%	0.6%	8,330	+0.0%	$1.6M
EOGEog Res Inc	0.6%	0.5%	10,866	-2.1%	$1.5M
XOMExxonmobil Holdings Corp	0.5%	—	8,925	—	$1.5M
BXBlackstone Inc	0.5%	0.7%	12,957	-15.7%	$1.5M
FDLFirst Tr Exchange-Traded Fd	0.5%	0.4%	25,202	-0.4%	$1.2M
SCHBSchwab Strategic Tr	0.5%	0.4%	41,266	+0.3%	$1.2M
GOOGAlphabet Inc	0.4%	0.5%	3,291	-8.4%	$1.1M
QUALIshares Tr	0.4%	0.4%	4,882	+7.7%	$1.1M
SPABSpdr Series Trust	0.4%	0.4%	44,470	-4.5%	$1.1M
SPYState Str Spdr S&p 500 ETF T	0.4%	0.4%	1,411	-0.6%	$1.1M
HDHome Depot Inc	0.4%	0.5%	3,693	-4.6%	$1.1M
ABBVAbbvie Inc	0.4%	0.4%	3,936	-2.8%	$1.0M
EMEEmcor Group Inc	0.4%	0.4%	1,355	-7.8%	$1.0M
TXNTexas Instrs Inc	0.4%	0.4%	3,633	-2.6%	$1.0M
VCSHVanguard Scottsdale Fds	0.4%	0.4%	13,059	+0.5%	$1.0M
TYTri Contl Corp Com	0.4%	0.4%	29,014	-1.0%	$996K
FIBKFirst Intst Bancsystem Inc	0.4%	0.4%	26,609	-1.3%	$951K
LMTLockheed Martin Corp	0.4%	—	1,864	—	$949K
SCHDSchwab Strategic Tr	0.3%	—	28,502	—	$927K
NFLXNetflix Inc.	0.3%	—	13,294	—	$925K
AMDAdvanced Micro Devices Inc	0.3%	0.4%	1,500	-14.6%	$918K
COSTCostco Wholesale Corporation	0.3%	—	986	—	$898K
SDYSpdr Ser Tr	0.3%	—	5,955	—	$872K

What Altus Wealth Group LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$266.0M	147
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

Questions about Altus Wealth Group LLC's portfolio

What stocks does Altus Wealth Group LLC own?

Altus Wealth Group LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 147 positions worth $266.0M. The largest are Ishares Tr (IVV) at 13.8%, Invesco Exch Traded Fd Tr II (SPMO) at 8.2%, Vaneck Morningstar Wide Moat ETF (MOAT) at 7.9%, Amplify ETF Tr (DIVO) at 5.6% and Invesco Exchange Traded Fd T (XMHQ) at 4.4%.

What did Altus Wealth Group LLC buy last quarter?

In Q3 2026, Altus Wealth Group LLC added Capital Group Dividend Value (CGDV) (+33.0% shares), Vanguard Index Fds (VTI) (+13.7% shares) and Vanguard Scottsdale Fds (VCIT) (+12.4% shares), compared with its Q2 2026 filing.

What did Altus Wealth Group LLC sell last quarter?

In Q3 2026, Altus Wealth Group LLC cut from its top 50 Invesco Exch Traded Fd Tr II (PBUS), cut from its top 50 Invesco Exch Traded Fd Tr II (QQQM), cut from its top 50 Avantis All (AVNM), cut from its top 50 Ishares Tr (SGOV), cut from its top 50 Exxon Mobil Corp (XOM), Blackstone Inc (BX) (-15.7% shares), Advanced Micro Devices Inc (AMD) (-14.6% shares) and Apple Inc (AAPL) (-11.9% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $266.0M.