Altus Wealth Group LLC Portfolio Holdings

Altus Wealth Group LLC

  • $235 Million
  • Q3 2025

Altus Wealth Group LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $235 Million distributed in 143 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 $29.8M, Invesco ETF Tr Ii S&P 500 Mome with a value of $16.7M, Pacer Fds Tr Us Cash Cows 100 with a value of $16.5M, Vaneck Morningstar Wide Moat E with a value of $15.3M, and Invesco Exchange Traded Fd Tr with a value of $9.08M.

Examining the 13F form we can see an increase of $15.6M in the current position value, from $219M to 235M.

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 $235 Million
ETFs: $144 Million
Technology: $30.9 Million
Financial Services: $17.8 Million
Industrials: $13.6 Million
Communication Services: $7.51 Million
Consumer Cyclical: $5.68 Million
Energy: $5.11 Million
Consumer Defensive: $3.77 Million
Other: $6.26 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$530M
$281,000 0.12% of portfolio
15,250
Q3 2025 New
$960M
$17,000 0.01% of portfolio
10,155
Q1 2024 Added 0.34%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $235 Million
  • Prior Value $219 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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