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Portfolio (Quarterly) Guide ↗

Altus Wealth Group LLC

· CIK 0001842572
13F Portfolio $277M AUM 155 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 155 New
Page 1 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 46,761.0 $35.0M 12.65% NEW $748.89 +3.3%
2 SPMO INVESCO EXCH TRADED FD TR II 143,826.0 $23.2M 8.39% NEW $161.54 -7.3%
3 MOAT VANECK ETF TRUST 197,070.0 $20.5M 7.40% NEW $103.96 +7.5%
4 DIVO AMPLIFY ETF TR 300,980.0 $13.8M 4.97% NEW $45.70 +5.9%
5 XMHQ INVESCO EXCHANGE TRADED FD T 99,819.0 $11.3M 4.07% NEW $112.88 +4.6%
6 COWZ PACER FDS TR 156,643.0 $9.7M 3.52% NEW $62.20 +14.6%
7 AAPL APPLE INC Technology 33,599.0 $9.7M 3.51% NEW $289.36 +10.6%
8 IWF ISHARES TR 70,538.0 $8.8M 3.16% NEW $124.17 -0.6%
9 NVDA NVIDIA CORPORATION Technology 35,577.0 $7.1M 2.57% NEW $200.09 +15.1%
10 VCIT VANGUARD SCOTTSDALE FDS 73,364.0 $6.1M 2.19% NEW $82.65 -2.6%
11 MSFT MICROSOFT CORP Technology 15,321.0 $5.7M 2.06% NEW $373.03 +34.0%
12 GOOGL ALPHABET INC Communication Services 14,569.0 $5.2M 1.88% NEW $357.37 -5.3%
13 AVGO BROADCOM INC Technology 12,759.0 $4.8M 1.74% NEW $377.75 -5.3%
14 BLDR BUILDERS FIRSTSOURCE INC Industrials 48,075.0 $4.3M 1.55% NEW $89.48 -26.5%
15 CGDV CAPITAL GROUP DIVIDEND VALUE 75,132.0 $3.7M 1.34% NEW $49.28 +1.6%
16 SCHV SCHWAB STRATEGIC TR 105,415.0 $3.7M 1.33% NEW $34.81 +0.0%
17 UNP UNION PAC CORP Industrials 12,689.0 $3.5M 1.25% NEW $272.00 +6.5%
18 AMZN AMAZON COM INC Consumer Cyclical 12,267.0 $2.9M 1.06% NEW $238.34 +8.5%
19 SPTM SPDR SERIES TRUST 32,133.0 $2.9M 1.05% NEW $90.79 +2.9%
20 MU MICRON TECHNOLOGY INC Technology 2,136.0 $2.5M 0.89% NEW $1154.28 -11.9%
Page 1 of 8  ·  155 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.8%
Industrials 15.2%
Financial Services 13.5%
Communication Services 7.4%
Energy 6.1%
Consumer Cyclical 5.6%
Consumer Defensive 4.9%
Healthcare 4.6%
Utilities 3.8%
Real Estate 0.1%