Altus Wealth Group LLC holds a focused book of 154 reported positions worth $276.8M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Marvell Technology Inc and trimmed Pacer US Cash Cows 100 ETF. Their largest long position is Ishares Core S&P 500 ETF at 13% of the reported non-option book. They also disclosed $75K in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +26% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Altus Wealth Group LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.6 points over this window.
Growth of $10,000 cloning Altus Wealth Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~17 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Altus Wealth Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 9 / 80 | $161.3M |
| Swiss Re Ltd | 35 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Marest Capital, LLC | 13 / 80 | $179.3M |
| Outlook Capital Management, LLC | 13 / 80 | $259.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $388.2M |
| Emerald Advisors, LLC | 35 / 80 | $665.5M |
| Conway Capital Management, Inc. | 13 / 80 | $182.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Altus Wealth Group LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $35.0M | 46.8K | 12.7% | ▲+2.1% Added · +980 sh | |
| 2 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $23.2M | 143.8K | 8.4% | ▲+1.1% Added · +2K sh | |
| 3 | Vaneck ETF Trust MRNGSTR WDE MOAT | $20.5M | 197.1K | 7.4% | ▲+0.5% Added · +996 sh | |
| 4 | Amplify ETF TR CWP ENHANCED DIV | $13.8M | 301.0K | 5.0% | ▲+2.5% Added · +7K sh | |
| 5 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $11.3M | 99.8K | 4.1% | ▲+3.0% Added · +3K sh | |
| 6 | Pacer FDS TR US CASH COWS 100 | $9.7M | 156.6K | 3.5% | ▼−2.6% Reduced · −4K sh | |
| 7 | Apple Inc COM | $9.7M | 33.6K | 3.5% | ▲+3.0% Added · +974 sh | |
| 8 | Ishares TR RUS 1000 GRW ETF | $8.8M | 70.5K | 3.2% | ▲+300% Added · +53K sh | |
| 9 | Nvidia Corporation COM | $7.1M | 35.6K | 2.6% | ▲+45% Added · +11K sh | |
| 10 | Vanguard Scottsdale FDS INT-TERM CORP | $6.1M | 73.4K | 2.2% | ▲+3.2% Added · +2K sh | |
| 11 | Microsoft Corp COM | $5.7M | 15.3K | 2.1% | ▲+5.1% Added · +741 sh | |
| 12 | Alphabet Inc CAP STK CL A | $5.2M | 14.6K | 1.9% | ▲+5.9% Added · +812 sh | |
| 13 | Broadcom Inc COM | $4.8M | 12.8K | 1.7% | ▼−0.1% Reduced · −15 sh | |
| 14 | Builders Firstsource Inc COM | $4.3M | 48.1K | 1.6% | ▲~0% Added · +9 sh | |
| 15 | Capital Group Dividend Value SHS CREAT UNIT | $3.7M | 75.1K | 1.3% | ▲+17% Added · +11K sh | |
| 16 | Schwab Strategic TR US LCAP VA ETF | $3.7M | 105.4K | 1.3% | ▲+1.1% Added · +1K sh | |
| 17 | Union Pac Corp COM | $3.5M | 12.7K | 1.2% | ▼−0.8% Reduced · −110 sh | |
| 18 | Amazon Com Inc COM | $2.9M | 12.3K | 1.1% | ▲+1.3% Added · +152 sh | |
| 19 | SPDR Series Trust ST STR PR SP1500 | $2.9M | 32.1K | 1.1% | ▼−1.3% Reduced · −408 sh | |
| 20 | Micron Technology Inc COM | $2.5M | 2.1K | 0.9% | ▲+6.4% Added · +128 sh | |
| 21 | American Elec PWR Co Inc COM | $2.5M | 17.9K | 0.9% | ▲+0.5% Added · +98 sh | |
| 22 | JPMorgan Chase & Co COM | $2.4M | 7.4K | 0.9% | ▲+3.4% Added · +244 sh | |
| 23 | Visa Inc COM CL A | $2.4M | 7.0K | 0.9% | ▲+2.8% Added · +192 sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $1.9M | 3.8K | 0.7% | ▼−3.8% Reduced · −152 sh | |
| 25 | Invesco Exch Traded FD TR II PURBTA MSCI US | $1.8M | 24.3K | 0.7% | ▼−35% Reduced · −13K sh | |
| 26 | Blackstone Inc COM | $1.8M | 15.4K | 0.7% | ▼−11% Reduced · −2K sh | |
| 27 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.8M | 5.8K | 0.6% | ▼−35% Reduced · −3K sh | |
| 28 | Chevron Corporation COM | $1.7M | 10.2K | 0.6% | ▼−1.0% Reduced · −107 sh | |
| 29 | American Centy ETF TR AVANTIS ALL INT | $1.7M | 20.0K | 0.6% | ▼−34% Reduced · −11K sh | |
| 30 | Select Sector SPDR TR ST STR TECHN ETF | $1.6M | 8.3K | 0.6% | ▼~0% Reduced · −1 sh | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $1.5M | 4.1K | 0.5% | ▲+0.2% Added · +10 sh | |
| 32 | Ishares TR 0-3 MTH TREASURY | $1.5M | 14.6K | 0.5% | ▼−20% Reduced · −4K sh | |
| 33 | Eog Res Inc COM | $1.4M | 11.1K | 0.5% | ▼−4.9% Reduced · −577 sh | |
| 34 | Home Depot Inc COM | $1.4M | 3.9K | 0.5% | ▲+4.8% Added · +178 sh | |
| 35 | Servicenow Inc COM | $1.4M | 13.7K | 0.5% | ▼−2.3% Reduced · −317 sh | |
| 36 | Exxon Mobil Corp COM | $1.3M | 9.5K | 0.5% | ▼−2.1% Reduced · −205 sh | |
| 37 | Alphabet Inc CAP STK CL C | $1.3M | 3.6K | 0.5% | ▲+12% Added · +397 sh | |
| 38 | First TR Exchange-Traded FD SHS | $1.2M | 25.3K | 0.4% | ▼−2.5% Reduced · −649 sh | |
| 39 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.2M | 15.1K | 0.4% | ▼−32% Reduced · −7K sh | |
| 40 | Emcor Group Inc COM | $1.2M | 1.5K | 0.4% | ▲+0.2% Added · +3 sh | |
| 41 | Schwab Strategic TR US BRD MKT ETF | $1.2M | 41.2K | 0.4% | ▲+0.2% Added · +97 sh | |
| 42 | SPDR Series Trust ST STR AGGRE ETF | $1.2M | 46.6K | 0.4% | ▼−2.6% Reduced · −1K sh | |
| 43 | Texas Instrs Inc COM | $1.1M | 3.7K | 0.4% | ▲+3.9% Added · +140 sh | |
| 44 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.4K | 0.4% | ▼−40% Reduced · −957 sh | |
| 45 | First Intst Bancsystem Inc COM | $1.0M | 27.0K | 0.4% | ▲~0% Added · +12 sh | |
| 46 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $1.0M | 13.0K | 0.4% | ▼−2.1% Reduced · −281 sh | |
| 47 | Advanced Micro Devices Inc COM | $1.0M | 1.8K | 0.4% | ▲+4.0% Added · +68 sh | |
| 48 | Abbvie Inc COM | $1.0M | 4.1K | 0.4% | ▲+4.5% Added · +173 sh | |
| 49 | Tri Contl Corp COM | $1.0M | 29.3K | 0.4% | ▼−1.0% Reduced · −300 sh | |
| 50 | Ishares TR MSCI USA QLT FCT | $994K | 4.5K | 0.4% | ▲+0.1% Added · +5 sh |
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Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $75K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 17, 2026 | 17d | 155 | $276.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 144 | $244.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 142 | $250.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 143 | $243.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 138 | $226.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 133 | $213.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 143 | $226.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 22d | 144 | $233.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.