Altus Wealth Group LLC holds a focused book of 154 stocks worth $276.8M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-day 13F lag). This quarter 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 equity book. They also disclosed $75K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1842572/holdings"
Use Arkolith to show Altus Wealth Group LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.4 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 the ~45-day reporting lag, 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.
36% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Altus Wealth Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $575.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $165.7B |
| LPL Financial LLC | 80 / 80 | $92.1B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.7B |
| ASSETMARK, INC | 80 / 80 | $8.3B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $155.8B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $87.3B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $80.3B |
Ranked by how many of Altus Wealth Group LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
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 equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 17, 2026 | 155 | $276.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 144 | $244.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 142 | $250.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 143 | $243.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 138 | $226.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 133 | $213.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 143 | $226.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 144 | $233.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.