Institutional Manager · CIK 0001842572
Altus Wealth Group LLC
COLORADO SPRINGS, CO · File #028-20775
Latest AUM
$250.2M
Positions
142
Top-10 Concentration
62.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025142 pos · $250.2M
- 13F HOLDINGS REPORTQ/E Sep 2025143 pos · $243.5M
- 13F HOLDINGS REPORTQ/E Jun 2025138 pos · $226.0M
- 13F HOLDINGS REPORTQ/E Mar 2025133 pos · $213.5M
- 13F HOLDINGS REPORTQ/E Dec 2024143 pos · $226.1M
- 13F HOLDINGS REPORTQ/E Sep 2024144 pos · $233.9M
- 13F HOLDINGS REPORTQ/E Jun 2024133 pos · $199.7M
- 13F HOLDINGS REPORTQ/E Mar 2024139 pos · $199.5M
- 13F HOLDINGS REPORTQ/E Dec 2023157,613 pos · $180.6M
- 13F HOLDINGS REPORTQ/E Sep 2023136 pos · $162.9M
- 13F HOLDINGS REPORTQ/E Jun 2023133 pos · $148.5M
- 13F HOLDINGS REPORTQ/E Mar 2023140 pos · $131,662
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 46,663 | $32.0M | 15.26% |
| 2 | VANECK ETF TRUST | 92189F643 | 187,849 | $19.5M | 9.29% |
| 3 | INVESCO EXCH TRADED FD TR II | IVZ | 145,039 | $17.3M | 8.26% |
| 4 | PACER FDS TR | 69374H881 | 246,356 | $14.8M | 7.08% |
| 5 | INVESCO EXCHANGE TRADED FD T | IVZ | 88,267 | $9.0M | 4.32% |
| 6 | APPLE INC | AAPL | 31,311 | $8.5M | 4.06% |
| 7 | ISHARES TR | 464287614 | 17,624 | $8.3M | 3.98% |
| 8 | AMPLIFY ETF TR | 032108409 | 170,604 | $7.6M | 3.62% |
| 9 | MICROSOFT CORP | MSFT | 14,521 | $7.0M | 3.35% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C870 | 68,127 | $5.7M | 2.72% |
| 11 | BUILDERS FIRSTSOURCE INC | BLDR | 45,348 | $4.7M | 2.23% |
| 12 | BROADCOM INC | AVGO | 13,350 | $4.6M | 2.21% |
| 13 | NVIDIA CORPORATION | NVDA | 24,299 | $4.5M | 2.16% |
| 14 | ALPHABET INC | GOOG | 13,661 | $4.3M | 2.04% |
| 15 | SCHWAB STRATEGIC TR | 808524409 | 110,799 | $3.3M | 1.57% |
| 16 | UNION PAC CORP | UNP | 12,777 | $3.0M | 1.41% |
| 17 | BLACKSTONE INC | BX | 18,958 | $2.9M | 1.40% |
| 18 | SPDR SERIES TRUST | 78464A805 | 33,832 | $2.8M | 1.33% |
| 19 | AMAZON COM INC | AMZN | 12,065 | $2.8M | 1.33% |
| 20 | VISA INC | V | 7,081 | $2.5M | 1.19% |