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CIK: 0001842572
Total reported value
$266.0M
$266.0M
154 檔
39.0%
As reported in its official Q2 2026 Form 13F filing, Altus Wealth Group LLC's tracked investment portfolio stood at $266.0M with 154 total positions.
In Q2 2026, Altus Wealth Group LLC displayed an active expansion posture, initiating 18 new positions and adding to 75 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.65% | +1.18% | +2.14% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 8.39% | -0.22% | +1.10% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.40% | +0.51% | +0.51% | |
| 4 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.97% | +0.63% | +2.54% | |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 4.07% | +0.35% | +3.04% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.52% | +0.23% | -2.57% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.51% | +0.20% | +2.99% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.16% | +0.13% | +299.85% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.57% | +0.26% | +44.77% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.19% | +0.24% | +3.23% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | +0.71% | +5.08% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | -0.05% | +5.90% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | -0.11% | -0.12% | |
| 14 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.55% | -0.52% | +0.02% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 1.34% | +0.49% | +17.19% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.33% | -0.07% | +1.07% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 1.25% | +0.04% | -0.86% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | — | +1.25% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.05% | +0.05% | -1.25% | |
| 20 | MU | Micron Technology Inc | Stock-Tech | 0.89% | -0.06% | +6.37% | |
| 21 | AEP | American Electric Power | Stock-Utilities | 0.89% | -0.09% | +0.55% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.04% | +3.39% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | +0.07% | +2.81% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | +0.04% | -3.80% | |
| 25 | PBUS | Invesco Msci USA ETF | ETF-Other | 0.66% | -0.49% | -34.86% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 0.65% | -0.10% | -11.01% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.64% | -0.49% | -34.61% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.61% | +0.17% | -1.04% | |
| 29 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.60% | -0.47% | -34.39% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.57% | +0.04% | -0.01% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.11% | +0.24% | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.53% | -0.31% | -19.53% | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 0.52% | +0.04% | -4.94% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.09% | +4.82% | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 0.49% | +0.18% | -2.26% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.47% | EXIT | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | -0.04% | +12.42% | |
| 38 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.44% | +0.03% | -2.50% | |
| 39 | RDVY | First Trust Rising Dividend | ETF-Other | 0.44% | -0.34% | -32.14% | |
| 40 | EME | Emcor Group Inc | Stock-Industrials | 0.44% | -0.06% | +0.20% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.43% | +0.02% | +0.24% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.43% | -0.02% | -2.59% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | -0.01% | -38.64% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.40% | -0.02% | +3.90% | |
| 45 | FIBK | First Interstate Bancsys-a | Stock-Other | 0.38% | -0.02% | +0.04% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.37% | +0.01% | -2.12% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.37% | -0.03% | +4.03% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.02% | +4.46% | |
| 49 | TY | Tri-continental CORP | Stock-Other | 0.36% | +0.01% | -1.01% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | +0.05% | +0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | +1.9% | +1.10% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +44.77% | Add |
| 3 | MU | Micron Technology Inc | +0.6% | +6.37% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +2.14% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +5.90% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | +4.03% | Add |
| 7 | CGDV | Cap Group Dividend Value | +0.2% | +17.19% | Add |
| 8 | MRVL | Marvell Technology Inc | +0.2% | NEW | New buy |
| 9 | INTC | Intel CORP | +0.2% | -6.14% | Trim |
| 10 | ✓ | +0.2% | NEW | New buy | |
| 11 | ✓ | +0.2% | NEW | New buy | |
| 12 | GLW | Corning Inc | +0.1% | +1.05% | Add |
| 13 | AMAT | Applied Materials Inc | +0.1% | -0.86% | Trim |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 15 | AAPL | Apple Inc | +0.1% | +2.99% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | -0.12% | Trim |
| 17 | XLK | Ss Technology Select Sector | +0.1% | -0.01% | Trim |
| 18 | TXN | Texas Instruments Inc | +0.1% | +3.90% | Add |
| 19 | GE | General Electric | +0.1% | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | +7.13% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 22 | CAT | Caterpillar Inc | +0.1% | +13.25% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 24 | GUNR | Flexshares Global Upstream N | +0.1% | NEW | New buy |
| 25 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | NEW | New buy |
| 27 | IWF | Ishares Russell 1000 Growth | +0.1% | +299.85% | Add |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | +12.42% | Add |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +4.75% | Add |
| 30 | BE | Bloom Energy Corp- A | +0.1% | — | Unchanged |
| 31 | DE | Deere & Co | +0.1% | NEW | New buy |
| 32 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 33 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | New buy |
| 34 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | NEW | New buy |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 36 | TAXF | American Century Diver Muni | +0.1% | +48.70% | Add |
| 37 | VBR | Vanguard Small-cap Value ETF | +0.1% | NEW | New buy |
| 38 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 39 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 40 | LLY | Eli Lilly & Co | 0% | +20.58% | Add |
| 41 | OC | Owens Corning | 0% | +2.32% | Add |
| 42 | SCHV | Schwab US Large-cap Value | 0% | +1.07% | Add |
| 43 | AMZN | Amazon.com Inc | 0% | +1.25% | Add |
| 44 | V | Visa Inc-class A Shares | 0% | +2.81% | Add |
| 45 | ABBV | Abbvie Inc | 0% | +4.46% | Add |
| 46 | FTEC | Fidelity Msci Info Tech Indx | 0% | -4.85% | Trim |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +2.97% | Add |
| 48 | IBM | Intl Business Machines CORP | 0% | +11.97% | Add |
| 49 | VGT | Vanguard Info Tech ETF | 0% | +700.00% | Add |
| 50 | JPM | Jpmorgan Chase & Co | 0% | +3.39% | Add |
According to official SEC Form 13F filings, Altus Wealth Group LLC reported a total U.S. public equity portfolio value of $266.0M across 154 disclosed positions in Q2 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPMO, MOAT) accounted for 39.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
MRVL
市值: $543.0K
Top Position Liquidated / Trimmed
HON
前期市值: $1.0M
During Q2 2026, Altus Wealth Group LLC's top holdings by market value included IVV (12.7%)、SPMO (8.4%)、MOAT (7.4%). The largest single position, IVV, represented 12.7% of total portfolio value.
In Q2 2026, Altus Wealth Group LLC made 150 total portfolio adjustments, initiating 18 new buys, adding to 75 positions, trimming 50 holdings, and fully liquidating 7 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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