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CIK: 0001842572
Total reported value
$276.8M
$276.8M
143 檔
31.8%
In Q1 2026, Altus Wealth Group LLC's U.S. equity holdings reached a combined market value of $276.8M, distributed across 143 disclosed stock positions.
In Q1 2026, Altus Wealth Group LLC displayed an active expansion posture, initiating 9 new positions and adding to 72 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MOAT, SPMO) accounted for 31.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
NEE
市值: $327.3K
Top Position Liquidated / Trimmed
PANW
前期市值: $235.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.25% | +0.40% | -1.89% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.77% | -0.37% | +4.38% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 6.53% | +1.86% | -1.92% | |
| 4 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 5.39% | -0.42% | +72.05% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.12% | -0.60% | -34.74% | |
| 6 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 4.10% | -0.03% | +9.75% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.39% | +0.12% | +4.20% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.08% | +0.08% | +0.10% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.41% | -0.22% | +4.32% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.21% | -0.15% | +0.41% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.81% | +1.14% | |
| 12 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.62% | -0.07% | +5.99% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.26% | +0.70% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | +0.12% | -4.31% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.30% | +0.03% | -5.87% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.27% | -0.02% | +0.17% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-Other | 1.12% | +0.22% | +48.34% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.05% | — | -3.82% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.03% | +0.41% | |
| 20 | PBUS | Invesco Msci USA ETF | ETF-Other | 0.99% | -0.34% | +3.73% | |
| 21 | AEP | American Electric Power | Stock-Utilities | 0.96% | -0.07% | -1.63% | |
| 22 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.95% | -0.35% | +5.89% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.26% | -1.49% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.87% | -0.23% | -0.19% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | +0.01% | +9.19% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | +0.02% | -3.36% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 0.81% | -0.16% | -8.86% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.09% | +5.76% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.75% | -0.22% | +32.10% | |
| 30 | EOG | Eog Resources Inc | Stock-Energy | 0.69% | -0.17% | +1.28% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.20% | +0.26% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.25% | +84.44% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-Other | 0.62% | -0.18% | -2.06% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.60% | -0.11% | -0.48% | |
| 35 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.55% | -0.27% | -10.95% | |
| 36 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.54% | -0.10% | -1.71% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.01% | +0.34% | |
| 38 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.52% | -0.23% | -10.48% | |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.50% | -0.07% | +4.93% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.01% | +7.85% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.48% | -0.15% | +0.29% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.46% | -0.11% | +3.36% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.12% | -32.21% | |
| 44 | EME | Emcor Group Inc | Stock-Industrials | 0.44% | — | — | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.43% | -0.06% | +5.82% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.42% | +0.01% | +0.26% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.42% | -0.42% | EXIT | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.07% | +12.42% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.05% | +0.92% | |
| 50 | AIRR | First Trust Rba American Ind | ETF-Other | 0.40% | -0.11% | +0.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DIVO | Amplify Cwp Enhan Divid ETF | +2.4% | +72.05% | Add |
| 2 | XMHQ | Invesco S&p Midcap Qual ETF | +0.5% | +9.75% | Add |
| 3 | CGDV | Cap Group Dividend Value | +0.4% | +48.34% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +84.44% | Add |
| 5 | CVX | Chevron CORP | +0.2% | -1.49% | Trim |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +0.26% | Add |
| 7 | EOG | Eog Resources Inc | +0.2% | +1.28% | Add |
| 8 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +32.10% | Add |
| 9 | MU | Micron Technology Inc | +0.2% | +93.45% | Add |
| 10 | VCIT | Vanguard Int-term Corporate | +0.1% | +4.32% | Add |
| 11 | AEP | American Electric Power | +0.1% | -1.63% | Trim |
| 12 | LMT | Lockheed Martin CORP | +0.1% | +3.36% | Add |
| 13 | WMT | Walmart Inc | +0.1% | +12.42% | Add |
| 14 | AVNM | Avantis All Intl Mkts Eq ETF | +0.1% | +5.89% | Add |
| 15 | UNP | Union Pacific CORP | +0.1% | +0.17% | Add |
| 16 | EME | Emcor Group Inc | +0.1% | — | Unchanged |
| 17 | KMI | Kinder Morgan, Inc. | +0.1% | +0.01% | Add |
| 18 | FDL | First Trust Morn Dvd Lead In | +0.1% | -1.71% | Trim |
| 19 | HON | Honeywell International Inc | +0.1% | +0.45% | Add |
| 20 | GLW | Corning Inc | +0.1% | -9.14% | Trim |
| 21 | COST | Costco Wholesale CORP | +0.1% | +0.92% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | +15.28% | Add |
| 23 | AIRR | First Trust Rba American Ind | +0.1% | +0.98% | Add |
| 24 | KR | Kroger Co | +0.1% | +4.93% | Add |
| 25 | TXN | Texas Instruments Inc | +0.1% | +2.45% | Add |
| 26 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 27 | ATO | Atmos Energy CORP | 0% | -0.83% | Trim |
| 28 | PEP | Pepsico Inc | 0% | +0.35% | Add |
| 29 | NVS | Novartis Ag-sponsored Adr | 0% | -0.73% | Trim |
| 30 | NOC | Northrop Grumman CORP | 0% | +0.34% | Add |
| 31 | KO | Coca-cola Co/the | 0% | +19.77% | Add |
| 32 | T | At&t Inc | 0% | +11.48% | Add |
| 33 | INTC | Intel CORP | 0% | +4.48% | Add |
| 34 | FIXD | First Trust Smith Opportunis | 0% | +9.82% | Add |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +5.82% | Add |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +4.93% | Add |
| 37 | RTX | Rtx CORP | 0% | +14.69% | Add |
| 38 | HD | Home Depot Inc | 0% | +7.85% | Add |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.76% | Add |
| 40 | NAD | Nuveen Quality Municipal Inc | 0% | +54.73% | Add |
| 41 | JNJ | Johnson & Johnson | 0% | -2.59% | Trim |
| 42 | JSMD | Janus Small Mid Cap Gr Alp | 0% | +10.76% | Add |
| 43 | AMGN | Amgen Inc | 0% | +0.12% | Add |
| 44 | NFLX | Netflix Inc | 0% | +0.29% | Add |
| 45 | PBUS | Invesco Msci USA ETF | 0% | +3.73% | Add |
| 46 | MCD | Mcdonald's CORP | 0% | +6.76% | Add |
| 47 | CSCO | Cisco Systems Inc | 0% | +4.89% | Add |
| 48 | IBIT | Ishares Bitcoin Trust ETF | 0% | +37.21% | Add |
| 49 | JPM | Jpmorgan Chase & Co | 0% | +9.19% | Add |
| 50 | PAVE | Global X US Infrastructure | 0% | +2.61% | Add |
According to official SEC Form 13F filings, Altus Wealth Group LLC reported a total U.S. public equity portfolio value of $276.8M across 143 disclosed positions in Q1 2026.
During Q1 2026, Altus Wealth Group LLC's top holdings by market value included IVV (12.3%)、MOAT (7.8%)、SPMO (6.5%). The largest single position, IVV, represented 12.3% of total portfolio value.
In Q1 2026, Altus Wealth Group LLC made 138 total portfolio adjustments, initiating 9 new buys, adding to 72 positions, trimming 49 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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