Altus Wealth Group LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $219 Million distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27M, Pacer Fds Tr Us Cash Cows 100 with a value of $17.1M, Vaneck Morningstar Wide Moat E with a value of $15.1M, Invesco ETF Tr Ii S&P 500 Mome with a value of $14.8M, and Invesco Exchange Traded Fd Tr with a value of $8.83M.

Examining the 13F form we can see an increase of $10.5M in the current position value, from $209M to 219M.

Altus Wealth Group LLC is based out at Colorado Springs, CO

Below you can find more details about Altus Wealth Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $219 Million
ETFs: $134 Million
Technology: $28 Million
Financial Services: $17.5 Million
Industrials: $12.7 Million
Communication Services: $7.17 Million
Consumer Cyclical: $5.2 Million
Energy: $4.71 Million
Consumer Defensive: $4.02 Million
Other: $5.77 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $219 Million
  • Prior Value $209 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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