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CIK: 0001842572
Total reported value
$276.8M
$276.8M
142 檔
33.4%
The Q4 2025 SEC filing reveals that Altus Wealth Group LLC held a total portfolio value of $276.8M, covering 142 public equity positions.
Altus Wealth Group LLC executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 8 holdings and trimming 16 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MOAT, SPMO) accounted for 33.4% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.77% | +0.40% | +4.65% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.77% | -0.37% | +5.17% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 6.92% | +1.86% | +5.30% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.92% | -0.60% | -13.98% | |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.61% | -0.03% | +2.05% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.40% | +0.12% | -1.13% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.33% | +0.08% | +0.29% | |
| 8 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 3.03% | -0.42% | +215.41% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.15% | +0.97% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.28% | -0.22% | +3.06% | |
| 11 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.86% | -0.07% | +0.81% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.85% | +0.12% | -8.13% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | +0.81% | +2.46% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.26% | -0.27% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.31% | +0.03% | -10.88% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.18% | -0.02% | +1.61% | |
| 17 | BX | Blackstone Inc | Stock-Financials | 1.17% | -0.16% | +21.23% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.12% | — | -3.14% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.03% | +0.81% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.99% | +0.02% | -3.04% | |
| 21 | PBUS | Invesco Msci USA ETF | ETF-Other | 0.98% | -0.34% | +0.33% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.90% | -0.23% | +0.43% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 0.86% | -0.11% | +474.51% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | +0.01% | -6.25% | |
| 25 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.85% | -0.35% | +0.90% | |
| 26 | AEP | American Electric Power | Stock-Utilities | 0.84% | -0.07% | -0.72% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.09% | -0.21% | |
| 28 | CGDV | Cap Group Dividend Value | ETF-Other | 0.75% | +0.22% | +207.18% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.12% | +86.52% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.26% | -4.03% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-Other | 0.63% | -0.18% | +0.92% | |
| 32 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.63% | -0.27% | -0.90% | |
| 33 | APO | Apollo Global Management Inc | Stock-Financials | 0.60% | — | -42.69% | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.56% | -0.23% | +0.05% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.55% | -0.22% | +15.87% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.01% | +0.10% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.49% | -0.04% | -9.00% | |
| 38 | EOG | Eog Resources Inc | Stock-Energy | 0.48% | -0.17% | +13.69% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.01% | -3.85% | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.47% | -0.07% | -11.57% | |
| 41 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.47% | -0.10% | -1.82% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.20% | +0.01% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.15% | +940.87% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.43% | -0.06% | -23.06% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.43% | +0.01% | +0.28% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.40% | -0.06% | -6.56% | |
| 47 | TY | Tri-continental CORP | Stock-Other | 0.39% | -0.02% | -2.17% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.08% | -0.13% | |
| 49 | FIBK | First Interstate Bancsys-a | Stock-Other | 0.38% | +0.01% | +2.81% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.37% | — | -7.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DIVO | Amplify Cwp Enhan Divid ETF | +2% | +215.41% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +4.65% | Add |
| 3 | CGDV | Cap Group Dividend Value | +0.5% | +207.18% | Add |
| 4 | MOAT | Vaneck Morningstar Wide Moat | +0.5% | +5.17% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.27% | Trim |
| 6 | PG | Procter & Gamble Co/the | +0.2% | +131.18% | Add |
| 7 | AAPL | Apple Inc | +0.1% | -1.13% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -0.13% | Trim |
| 9 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +5.30% | Add |
| 10 | BX | Blackstone Inc | +0.1% | +21.23% | Add |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +15.87% | Add |
| 12 | NVS | Novartis Ag-sponsored Adr | 0% | +9.43% | Add |
| 13 | AMZN | Amazon.com Inc | 0% | +0.81% | Add |
| 14 | AVNM | Avantis All Intl Mkts Eq ETF | 0% | +0.90% | Add |
| 15 | VCIT | Vanguard Int-term Corporate | — | +3.06% | Add |
| 16 | NVDA | Nvidia CORP | 0% | +2.46% | Add |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | -14.14% | Trim |
| 18 | IWF | Ishares Russell 1000 Growth | -0.1% | +0.29% | Add |
| 19 | QUBT | Quantum Computing Inc | -0.1% | -3.28% | Trim |
| 20 | TXN | Texas Instruments Inc | -0.1% | -11.71% | Trim |
| 21 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -9.00% | Trim |
| 22 | KTOS | Kratos Defense & Security | -0.1% | -29.00% | Trim |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | -11.57% | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -20.95% | Trim |
| 25 | HD | Home Depot Inc | -0.1% | -3.85% | Trim |
| 26 | NFLX | Netflix Inc | -0.1% | +940.87% | Add |
| 27 | AVGO | Broadcom Inc | -0.1% | -8.13% | Trim |
| 28 | VENU | Venu Holding CORP | -0.1% | — | Unchanged |
| 29 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -23.06% | Trim |
| 30 | SCHV | Schwab US Large-cap Value | -0.2% | -10.88% | Trim |
| 31 | MSFT | Microsoft CORP | -0.3% | +0.97% | Add |
| 32 | BLDR | Builders Firstsource Inc | -0.4% | +0.81% | Add |
| 33 | APO | Apollo Global Management Inc | -0.4% | -42.69% | Trim |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | -0.8% | -13.98% | Trim |
| 35 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 36 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 37 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 38 | TROW | T Rowe Price Group Inc | — | EXIT | Sold out |
| 39 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 40 | KVUE | Kenvue Inc | — | EXIT | Sold out |
| 41 | MU | Micron Technology Inc | — | NEW | New buy |
| 42 | IWS | Ishares Russell Mid-cap Valu | — | EXIT | Sold out |
| 43 | OC | Owens Corning | — | NEW | New buy |
| 44 | LNC | Lincoln National CORP | — | EXIT | Sold out |
| 45 | SXC | Suncoke Energy Inc | — | NEW | New buy |
| 46 | WM | Waste Management Inc | — | EXIT | Sold out |
| 47 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 48 | KO | Coca-cola Co/the | — | NEW | New buy |
| 49 | MPC | Marathon Petroleum CORP | — | EXIT | Sold out |
| 50 | NAD | Nuveen Quality Municipal Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Altus Wealth Group LLC reported a total U.S. public equity portfolio value of $276.8M across 142 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
UPS
市值: $767.2K
Top Position Liquidated / Trimmed
CMCSA
前期市值: $586.3K
During Q4 2025, Altus Wealth Group LLC's top holdings by market value included IVV (12.8%)、MOAT (7.8%)、SPMO (6.9%). The largest single position, IVV, represented 12.8% of total portfolio value.
In Q4 2025, Altus Wealth Group LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 17 positions, trimming 16 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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