Altus Wealth Group LLC Top Holdings and 13F Report (2026) About Altus Wealth Group LLCInvestment ActivityAltus Wealth Group LLC has $265.95 million in total holdings as of September 30, 2026.Altus Wealth Group LLC owns shares of 147 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 2.92% of the portfolio was purchased this quarter.About 7.16% of the portfolio was sold this quarter.This quarter, Altus Wealth Group LLC has purchased 154 new stocks and bought additional shares in 39 stocks.Altus Wealth Group LLC sold shares of 95 stocks and completely divested from 11 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $36,793,471Invesco S&P 500 Momentum ETF $21,741,168VanEck Morningstar Wide Moat ETF $21,035,854Amplify CWP Enhanced Dividend Income ETF $14,890,582Invesco S&P MidCap Quality ETF $11,761,253 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,452,522 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $495,273 Holding922908736 - Vanguard Growth ETF $250,866 Holding69608A108 - PALANTIR TECHNOLOGIES INC $237,928 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 8,925 shares (about $1.45M)Capital Group Dividend Value ETF 24,757 shares (about $1.21M)iShares Core S&P 500 ETF 1,282 shares (about $981.81K)Amplify CWP Enhanced Dividend Income ETF 19,316 shares (about $898.00K)Vanguard Intermediate-Term Corporate Bond ETF 9,062 shares (about $709.65K) Largest Sales this Quarter Invesco MSCI USA ETF 18,401 shares (about $1.41M)Invesco NASDAQ 100 ETF 4,551 shares (about $1.39M)Apple 3,989 shares (about $1.33M)Avantis All International Markets Equity ETF 15,962 shares (about $1.33M)First Trust Rising Dividend Achievers ETF 11,860 shares (about $928.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltus Wealth Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$36,793,471$981,813 ▲2.7%48,04313.8%ETFSPMOInvesco S&P 500 Momentum ETF$21,741,168$60,026 ▼-0.3%143,4308.2%ETFMOATVanEck Morningstar Wide Moat ETF$21,035,854$203,597 ▲1.0%198,9967.9%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$14,890,582$898,002 ▲6.4%320,2965.6%ETFXMHQInvesco S&P MidCap Quality ETF$11,761,253$616,422 ▲5.5%105,3404.4%ETFCOWZPacer US Cash Cows 100 ETF$9,979,151$478,335 ▼-4.6%149,4783.8%ETFAAPLApple$9,860,697$1,328,413 ▼-11.9%29,6103.7%TechnologyIWFiShares Russell 1000 Growth ETF$8,754,504$81,043 ▼-0.9%69,8913.3%ETFNVDANVIDIA$7,517,912$607,270 ▼-7.5%32,9182.8%TechnologyMSFTMicrosoft$7,357,500$500,587 ▼-6.4%14,3452.8%TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$6,454,786$709,646 ▲12.4%82,4262.4%ETFCGDVCapital Group Dividend Value ETF$4,879,575$1,209,379 ▲33.0%99,8891.8%ETFGOOGLAlphabet$4,856,325$156,556 ▼-3.1%14,1141.8%Communication ServicesAVGOBroadcom$4,339,655$141,178 ▼-3.2%12,3571.6%TechnologyUNPUnion Pacific$3,436,458$16,600 ▼-0.5%12,6281.3%IndustrialsSCHVSchwab U.S. Large-Cap Value ETF$3,349,262$162,120 ▼-4.6%100,5481.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,933,459$24,393 ▼-0.8%31,8681.1%ETFAMZNAmazon.com$2,823,368$232,955 ▼-7.6%11,3321.1%Consumer DiscretionaryBLDRBuilders FirstSource$2,740,243$513 ▼0.0%48,0661.0%IndustrialsVVisa$2,494,039$33,776 ▼-1.3%6,9410.9%FinanceJPMJPMorgan Chase & Co.$2,220,714$242,151 ▼-9.8%6,7130.8%FinanceMUMicron Technology$2,214,364$60,711 ▼-2.7%2,0790.8%TechnologyAEPAmerican Electric Power$2,122,133$7,356 ▼-0.3%17,8870.8%UtilitiesCVXChevron$2,076,203$2,655 ▼-0.1%10,1670.8%EnergyBRK.BBerkshire Hathaway$1,959,433$43,322 ▲2.3%3,9350.7%FinanceNOWServiceNow$1,792,518$40,605 ▼-2.2%13,3760.7%TechnologyVTIVanguard Total Stock Market ETF$1,745,526$210,706 ▲13.7%4,6640.7%ETFXLKTechnology Select Sector SPDR Fund$1,630,5980.0%8,3300.6%ETFEOGEOG Resources$1,496,900$32,649 ▼-2.1%10,8660.6%EnergyEXXONMOBIL HOLDINGS CORP$1,452,522$1,452,522 ▲New Holding8,9250.5%COM SHSBXBlackstone$1,452,350$271,258 ▼-15.7%12,9570.5%FinanceFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,237,693$4,911 ▼-0.4%25,2020.5%ETFSCHBSchwab US Broad Market ETF$1,209,497$3,019 ▲0.3%41,2660.5%ETFGOOGAlphabet$1,121,290$102,896 ▼-8.4%3,2910.4%Communication ServicesQUALiShares MSCI USA Quality Factor ETF$1,084,865$77,998 ▲7.7%4,8820.4%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,083,299$51,010 ▼-4.5%44,4700.4%ETFSPYSPDR S&P 500 ETF Trust$1,075,698$83,098 ▼-7.2%1,4110.4%ETFHDHome Depot$1,050,564$50,921 ▼-4.6%3,6930.4%Consumer DiscretionaryABBVAbbVie$1,029,501$30,079 ▼-2.8%3,9360.4%HealthcareEMEEMCOR Group$1,022,334$86,766 ▼-7.8%1,3550.4%IndustrialsTXNTexas Instruments$1,017,567$27,449 ▼-2.6%3,6330.4%TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,008,841$5,330 ▲0.5%13,0590.4%ETFTYTri Continental$996,334$10,302 ▼-1.0%29,0140.4%FinanceFIBKFirst Interstate BancSystem$951,006$12,688 ▼-1.3%26,6090.4%FinanceLMTLockheed Martin$949,242$9,167 ▼-1.0%1,8640.4%IndustrialsSCHDSchwab US Dividend Equity ETF$927,185$31,490 ▼-3.3%28,5020.3%ETFNFLXNetflix$924,997$41,678 ▲4.7%13,2940.3%Communication ServicesAMDAdvanced Micro Devices$917,640$156,611 ▼-14.6%1,5000.3%TechnologyCOSTCostco Wholesale$897,595$42,786 ▼-4.5%9860.3%Consumer StaplesSDYSPDR S&P Dividend ETF$872,225$7,909 ▲0.9%5,9550.3%ETFPGProcter & Gamble$869,449$8,426 ▲1.0%5,9850.3%Consumer StaplesMETAMeta Platforms$851,361$25,381 ▼-2.9%1,1740.3%Communication ServicesKMIKinder Morgan$846,254$4,975 ▼-0.6%28,0680.3%EnergyATOAtmos Energy$816,930$6,101 ▼-0.7%5,2220.3%UtilitiesUNHUnitedHealth Group$813,082$3,671 ▼-0.4%2,2150.3%HealthcarePEPPepsiCo$800,661$2,028 ▲0.3%6,3180.3%Consumer StaplesNVSNovartis$771,874$6,986 ▼-0.9%5,4140.3%HealthcareINTCIntel$752,694$9,860 ▲1.3%6,2600.3%TechnologyUPSUnited Parcel Service$751,725$16,726 ▲2.3%8,0450.3%IndustrialsWALMART INC$717,031$180,920 ▼-20.1%6,9000.3%COMDSIiShares ESG MSCI KLD 400 ETF$705,1720.0%4,8240.3%ETFAMGNAmgen$699,525$2,528 ▼-0.4%1,6600.3%HealthcareCSCOCisco Systems$663,024$37,672 ▼-5.4%6,1600.2%TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$654,355$8,522 ▲1.3%20,2710.2%ETFBACBank of America$649,241$15,186 ▼-2.3%11,9280.2%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$642,721$8,787 ▼-1.3%12,8010.2%ETFCATCaterpillar$633,539$37,315 ▲6.3%7810.2%IndustrialsFTECFidelity MSCI Information Technology Index ETF$603,401$20,103 ▼-3.2%2,0110.2%ETFISHARES TR$588,944$882,611 ▼-60.0%5,8500.2%0-3 MTH TREASURYIJRiShares Core S&P Small-Cap ETF$581,709$71,693 ▲14.1%4,2760.2%ETFAMATApplied Materials$556,381$33,240 ▼-5.6%1,0880.2%TechnologyGLWCorning$546,309$17,529 ▼-3.1%3,5530.2%TechnologyIWRiShares Russell Mid-Cap ETF$538,398$427 ▲0.1%5,0450.2%ETFNEANuveen AMT-Free Quality Municipal Income Fund$534,1660.0%53,6850.2%FinanceLOWLowe's Companies$509,193$17,876 ▼-3.4%2,7630.2%Consumer DiscretionarySPACE EXPLORATION TECHN CORP$495,273$495,273 ▲New Holding3,2830.2%CLASS A COM STKMAMastercard$491,400$30,885 ▲6.7%8910.2%FinanceKRKroger$478,808$2,931 ▼-0.6%8,1680.2%Consumer StaplesJNJJohnson & Johnson$467,534$15,355 ▼-3.2%1,7660.2%HealthcareHONEYWELL INTL INC$464,300$9,704 ▼-2.0%2,2010.2%COMDISWalt Disney$456,958$30,317 ▼-6.2%4,3560.2%Communication ServicesMRVLMarvell Technology$451,535$30,120 ▼-6.3%1,7090.2%TechnologyPANWPalo Alto Networks$450,947$11,919 ▼-2.6%1,1350.2%TechnologyPBUSInvesco MSCI USA ETF$449,808$1,408,597 ▼-75.8%5,8760.2%ETFBEBloom Energy$438,182$1,662 ▲0.4%1,5820.2%IndustrialsNOCNorthrop Grumman$436,099$2,901 ▼-0.7%9020.2%IndustrialsMPCMarathon Petroleum$434,962$15,817 ▼-3.5%1,1000.2%EnergyLLYEli Lilly and Company$408,509$25,459 ▼-5.9%3530.2%HealthcareVGTVanguard Information Technology ETF$406,1650.0%3,2320.2%ETFQQQMInvesco NASDAQ 100 ETF$392,986$1,386,418 ▼-77.9%1,2900.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$385,8750.0%7,3500.1%ETFJJacobs Solutions$379,568$1,353 ▼-0.4%2,8060.1%IndustrialsSCHMSchwab U.S. Mid-Cap ETF$365,069$4,763 ▲1.3%10,7310.1%ETFIBMInternational Business Machines$358,883$7,257 ▼-2.0%1,6320.1%TechnologyMSMorgan Stanley$344,909$182,234 ▼-34.6%1,8340.1%FinanceAVNMAvantis All International Markets Equity ETF$338,761$1,325,644 ▼-79.6%4,0790.1%ETFOCOwens Corning$338,196$3,035 ▲0.9%2,8970.1%IndustrialsSXCSunCoke Energy$336,576$2,725 ▼-0.8%35,6920.1%MaterialsPHParker-Hannifin$329,620$19,108 ▼-5.5%3450.1%IndustrialsHONEYWELL AEROSPACE INC$328,381$16,582 ▼-4.8%2,1190.1%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
