Altus Wealth Group LLC Top Holdings and 13F Report (2026)

About Altus Wealth Group LLC

Investment Activity

Altus Wealth Group LLC has $276.84 million in total holdings as of June 30, 2026.
Altus Wealth Group LLC owns shares of 154 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 7.15% of the portfolio was purchased this quarter.
About 4.03% of the portfolio was sold this quarter.
This quarter, Altus Wealth Group LLC has purchased 143 new stocks and bought additional shares in 75 stocks.
Altus Wealth Group LLC sold shares of 50 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $35,018,616
Invesco S&P 500 Momentum ETF: $23,233,721
VanEck Morningstar Wide Moat ETF: $20,487,397
Amplify CWP Enhanced Dividend Income ETF: $13,754,786
Invesco S&P MidCap Quality ETF: $11,267,545

Largest New Holdings this Quarter

573874104 - Marvell Technology: $543,032 Holding
438516205 - HONEYWELL INTL INC: $503,103 Holding
43849R105 - HONEYWELL AEROSPACE INC: $492,124 Holding
697435105 - Palo Alto Networks: $397,288 Holding
369604301 - GE Aerospace: $293,004 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 52,897 shares (about $6.57M)
NVIDIA: 11,002 shares (about $2.20M)
iShares Core S&P 500 ETF: 980 shares (about $733.91K)
Capital Group Dividend Value ETF: 11,020 shares (about $543.07K)
Marvell Technology: 1,823 shares (about $543.03K)

Largest Sales this Quarter

Invesco MSCI USA ETF: 12,990 shares (about $972.18K)
Invesco NASDAQ 100 ETF: 3,091 shares (about $936.55K)
Avantis All International Markets Equity ETF: 10,504 shares (about $865.32K)
SPDR S&P 500 ETF Trust: 957 shares (about $714.88K)
First Trust Growth Strength ETF: 18,915 shares (about $699.91K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$35,018,616	$733,907 â–²	2.1%	46,761	12.6%	ETF
SPMO Invesco S&P 500 Momentum ETF	$23,233,721	$253,295 â–²	1.1%	143,826	8.4%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$20,487,397	$103,544 â–²	0.5%	197,070	7.4%	ETF
DIVO Amplify CWP Enhanced Dividend Income ETF	$13,754,786	$340,968 â–²	2.5%	300,980	5.0%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$11,267,545	$332,092 â–²	3.0%	99,819	4.1%	ETF
COWZ Pacer US Cash Cows 100 ETF	$9,743,195	$257,135 â–¼	-2.6%	156,643	3.5%	ETF
AAPL Apple	$9,722,131	$281,834 â–²	3.0%	33,599	3.5%	Technology
IWF iShares Russell 1000 Growth ETF	$8,758,743	$6,568,250 â–²	299.9%	70,538	3.2%	ETF
NVDA NVIDIA	$7,118,688	$2,201,417 â–²	44.8%	35,577	2.6%	Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$6,063,564	$189,683 â–²	3.2%	73,364	2.2%	ETF
MSFT Microsoft	$5,715,145	$276,413 â–²	5.1%	15,321	2.1%	Technology
GOOGL Alphabet	$5,206,470	$290,181 â–²	5.9%	14,569	1.9%	Communication Services
AVGO Broadcom	$4,819,712	$5,666 â–¼	-0.1%	12,759	1.7%	Technology
BLDR Builders FirstSource	$4,301,751	$805 â–²	0.0%	48,075	1.6%	Industrials
CGDV Capital Group Dividend Value ETF	$3,702,505	$543,066 â–²	17.2%	75,132	1.3%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$3,669,495	$38,952 â–²	1.1%	105,415	1.3%	ETF
UNP Union Pacific	$3,451,408	$29,920 â–¼	-0.9%	12,689	1.2%	Industrials
AMZN Amazon.com	$2,923,717	$36,228 â–²	1.3%	12,267	1.1%	Consumer Discretionary
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$2,917,384	$37,043 â–¼	-1.3%	32,133	1.1%	ETF
MU Micron Technology	$2,465,549	$147,748 â–²	6.4%	2,136	0.9%	Technology
AEP American Electric Power	$2,455,647	$13,408 â–²	0.5%	17,949	0.9%	Utilities
JPM JPMorgan Chase & Co.	$2,436,993	$79,869 â–²	3.4%	7,445	0.9%	Finance
V Visa	$2,413,513	$65,870 â–²	2.8%	7,035	0.9%	Finance
BRK.B Berkshire Hathaway	$1,925,501	$76,059 â–¼	-3.8%	3,848	0.7%	Finance
PBUS Invesco MSCI USA ETF	$1,816,906	$972,180 â–¼	-34.9%	24,277	0.7%	ETF
BX Blackstone	$1,809,412	$223,808 â–¼	-11.0%	15,377	0.7%	Finance
QQQM Invesco NASDAQ 100 ETF	$1,769,777	$936,549 â–¼	-34.6%	5,841	0.6%	ETF
CVX Chevron	$1,687,437	$17,736 â–¼	-1.0%	10,180	0.6%	Energy
AVNM Avantis All International Markets Equity ETF	$1,650,969	$865,315 â–¼	-34.4%	20,041	0.6%	ETF
XLK Technology Select Sector SPDR Fund	$1,587,032	$191 â–¼	0.0%	8,330	0.6%	ETF
VTI Vanguard Total Stock Market ETF	$1,517,546	$3,700 â–²	0.2%	4,101	0.5%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$1,471,460	$357,169 â–¼	-19.5%	14,617	0.5%	ETF
EOG EOG Resources	$1,440,392	$74,854 â–¼	-4.9%	11,103	0.5%	Energy
HD Home Depot	$1,365,705	$62,783 â–²	4.8%	3,872	0.5%	Consumer Discretionary
NOW ServiceNow	$1,358,051	$31,472 â–¼	-2.3%	13,679	0.5%	Technology
XOM ExxonMobil	$1,297,199	$28,028 â–¼	-2.1%	9,488	0.5%	Energy
GOOG Alphabet	$1,269,565	$140,278 â–²	12.4%	3,593	0.5%	Communication Services
FDL First Trust Morningstar Dividend Leaders Index Fund	$1,231,200	$31,580 â–¼	-2.5%	25,302	0.4%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$1,223,968	$579,642 â–¼	-32.1%	15,100	0.4%	ETF
EME EMCOR Group	$1,219,924	$2,490 â–²	0.2%	1,470	0.4%	Industrials
SCHB Schwab US Broad Market ETF	$1,192,094	$2,809 â–²	0.2%	41,163	0.4%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$1,188,309	$31,543 â–¼	-2.6%	46,564	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$1,135,436	$714,876 â–¼	-38.6%	1,520	0.4%	ETF
TXN Texas Instruments	$1,112,099	$41,730 â–²	3.9%	3,731	0.4%	Technology
FIBK First Interstate BancSystem	$1,039,732	$463 â–²	0.0%	26,964	0.4%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$1,026,569	$22,207 â–¼	-2.1%	12,990	0.4%	ETF
AMD Advanced Micro Devices	$1,020,078	$39,502 â–²	4.0%	1,756	0.4%	Technology
ABBV AbbVie	$1,019,281	$43,529 â–²	4.5%	4,051	0.4%	Healthcare
TY Tri Continental	$1,008,981	$10,326 â–¼	-1.0%	29,314	0.4%	Finance
QUAL iShares MSCI USA Quality Factor ETF	$994,305	$1,097 â–²	0.1%	4,531	0.4%	ETF
WALMART INC	$978,711	$51,195 â–²	5.5%	8,641	0.4%	COM
COST Costco Wholesale	$966,341	$38,354 â–²	4.1%	1,033	0.3%	Consumer Staples
LMT Lockheed Martin	$958,804	$3,566 â–²	0.4%	1,882	0.3%	Industrials
GLW Corning	$936,662	$9,706 â–²	1.0%	3,667	0.3%	Technology
SCHD Schwab US Dividend Equity ETF	$934,501	$76,929 â–¼	-7.6%	29,470	0.3%	ETF
UNH UnitedHealth Group	$924,777	$61,513 â–²	7.1%	2,225	0.3%	Healthcare
NFLX Netflix	$906,423	$32,915 â–²	3.8%	12,695	0.3%	Communication Services
ATO Atmos Energy	$906,312	$1,034 â–¼	-0.1%	5,261	0.3%	Utilities
KMI Kinder Morgan	$902,607	$14,738 â–²	1.7%	28,233	0.3%	Energy
SDY SPDR S&P Dividend ETF	$897,996	$5,631 â–¼	-0.6%	5,901	0.3%	ETF
PG Procter & Gamble	$869,162	$14,958 â–²	1.8%	5,927	0.3%	Consumer Staples
INTC Intel	$862,697	$56,415 â–¼	-6.1%	6,178	0.3%	Technology
NVS Novartis	$856,161	$784 â–²	0.1%	5,463	0.3%	Healthcare
PEP PepsiCo	$853,254	$4,333 â–²	0.5%	6,302	0.3%	Consumer Staples
UPS United Parcel Service	$845,595	$2,903 â–²	0.3%	7,866	0.3%	Industrials
AMAT Applied Materials	$833,619	$7,230 â–¼	-0.9%	1,153	0.3%	Technology
AIRR First Trust RBA American Industrial Renaissance ETF	$806,967	$376,833 â–¼	-31.8%	6,056	0.3%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$789,866	$611,737 â–¼	-43.6%	18,309	0.3%	ETF
CAT Caterpillar	$782,925	$91,608 â–²	13.3%	735	0.3%	Industrials
TAXF American Century Diversified Municipal Bond ETF	$774,586	$253,671 â–²	48.7%	15,237	0.3%	ETF
CSCO Cisco Systems	$764,690	$34,652 â–²	4.7%	6,510	0.3%	Technology
FTGS First Trust Growth Strength ETF	$762,589	$699,906 â–¼	-47.9%	20,609	0.3%	ETF
BAC Bank of America	$695,555	$4,274 â–¼	-0.6%	12,207	0.3%	Finance
DSI iShares ESG MSCI KLD 400 ETF	$686,889	$19,792 â–²	3.0%	4,824	0.2%	ETF
META Meta Platforms	$681,018	$109,278 â–²	19.1%	1,209	0.2%	Communication Services
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$669,450	$10,841 â–¼	-1.6%	20,007	0.2%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$653,846	$1,209 â–²	0.2%	12,976	0.2%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$647,434	$329,647 â–¼	-33.7%	7,206	0.2%	ETF
LOW Lowe's Companies	$630,601	$53,359 â–²	9.2%	2,860	0.2%	Consumer Discretionary
NEA Nuveen AMT-Free Quality Municipal Income Fund	$630,262		0.0%	53,685	0.2%	Finance
AMGN Amgen	$603,136	$1,086 â–¼	-0.2%	1,666	0.2%	Healthcare
FIXD First Trust TCW Opportunistic Fixed Income ETF	$599,699	$129,438 â–¼	-17.8%	13,751	0.2%	ETF
JSMD Small/Mid Cap Growth Alpha ETF	$595,703	$351,813 â–¼	-37.1%	5,884	0.2%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$593,435	$30,271 â–¼	-4.9%	2,078	0.2%	ETF
FPE First Trust Preferred Securities and Income ETF	$592,304	$101,915 â–¼	-14.7%	33,127	0.2%	ETF
MS Morgan Stanley	$585,974	$37,629 â–¼	-6.0%	2,803	0.2%	Finance
IWR iShares Russell Mid-Cap ETF	$556,135	$14,342 â–¼	-2.5%	5,041	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$556,016		0.0%	3,749	0.2%	ETF
MRVL Marvell Technology	$543,032	$543,032 â–²	New Holding	1,823	0.2%	Technology
HONEYWELL INTL INC	$503,103	$503,103 â–²	New Holding	2,247	0.2%	COM
HONEYWELL AEROSPACE INC	$492,124	$492,124 â–²	New Holding	2,226	0.2%	COM
BE Bloom Energy	$477,055		0.0%	1,576	0.2%	Industrials
IBM International Business Machines	$468,180	$50,052 â–²	12.0%	1,665	0.2%	Technology
JNJ Johnson & Johnson	$463,132	$24,121 â–²	5.5%	1,824	0.2%	Healthcare
NOC Northrop Grumman	$462,453	$165,016 â–²	55.5%	908	0.2%	Industrials
OC Owens Corning	$456,374	$10,332 â–²	2.3%	2,871	0.2%	Industrials
KR Kroger	$456,346	$3,776 â–²	0.8%	8,218	0.2%	Consumer Staples
LLY Eli Lilly and Company	$449,828	$76,771 â–²	20.6%	375	0.2%	Healthcare
DIS Walt Disney	$447,073	$8,855 â–¼	-1.9%	4,645	0.2%	Communication Services
PAVE Global X U.S. Infrastructure Development ETF	$433,062	$29,460 â–¼	-6.4%	7,350	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Altus Wealth Group LLC Top Holdings and 13F Report (2026)

About Altus Wealth Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Altus Wealth Group LLC Top Holdings and 13F Report (2026)

About Altus Wealth Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAltus Wealth Group LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools