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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 2 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AEP AMERICAN ELEC PWR CO INC Utilities 17,949.0 $2.5M 0.89% NEW $136.81 -9.0%
22 JPM JPMORGAN CHASE & CO Financial Services 7,445.0 $2.4M 0.88% NEW $327.33 +9.6%
23 V VISA INC Financial Services 7,035.0 $2.4M 0.87% NEW $343.07 +9.3%
24 BERKSHIRE HATHAWAY INC DEL 3,848.0 $1.9M 0.70% NEW $500.39
25 PBUS INVESCO EXCH TRADED FD TR II 24,277.0 $1.8M 0.66% NEW $74.84 +3.2%
26 BX BLACKSTONE INC Financial Services 15,377.0 $1.8M 0.65% NEW $117.67 +15.7%
27 QQQM INVESCO EXCH TRADED FD TR II 5,841.0 $1.8M 0.64% NEW $302.99 -2.3%
28 CVX CHEVRON CORPORATION Energy 10,180.0 $1.7M 0.61% NEW $165.76 +25.8%
29 AVNM AMERICAN CENTY ETF TR 20,041.0 $1.7M 0.60% NEW $82.38 +5.2%
30 XLK SELECT SECTOR SPDR TR 8,330.0 $1.6M 0.57% NEW $190.52 -1.7%
31 VTI VANGUARD INDEX FDS 4,101.0 $1.5M 0.55% NEW $370.04 +2.6%
32 SGOV ISHARES TR 14,617.0 $1.5M 0.53% NEW $100.67 -0.2%
33 EOG EOG RES INC Energy 11,103.0 $1.4M 0.52% NEW $129.73 +11.9%
34 HD HOME DEPOT INC Consumer Cyclical 3,872.0 $1.4M 0.49% NEW $352.71 -9.0%
35 NOW SERVICENOW INC Technology 13,679.0 $1.4M 0.49% NEW $99.28 +42.3%
36 XOM EXXON MOBIL CORP Energy 9,488.0 $1.3M 0.47% NEW $136.72 +16.6%
37 GOOG ALPHABET INC 3,593.0 $1.3M 0.46% NEW $353.34
38 FDL FIRST TR EXCHANGE-TRADED FD 25,302.0 $1.2M 0.45% NEW $48.66 +8.8%
39 RDVY FIRST TR EXCHANGE TRADED FD 15,100.0 $1.2M 0.44% NEW $81.06 +1.2%
40 EME EMCOR GROUP INC Industrials 1,470.0 $1.2M 0.44% NEW $829.88 -9.1%
Page 2 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%