Altus Wealth Group LLC

Est. AUM

$224.4M

13F long equity, this entity only

Positions

141

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$29.9M	45781	13.33%	SOLE
2	VANECK ETF TRUST	MRNGSTR WDE MOAT	$19.0M	196074	8.45%	SOLE
3	AMPLIFY ETF TR	CWP ENHANCED DIV	$13.2M	293519	5.87%	SOLE
4	PACER FDS TR	US CASH COWS 100	$10.1M	160777	4.48%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$10.0M	96877	4.46%	SOLE
6	APPLE INC	COM	$8.3M	32625	3.69%	SOLE
7	ISHARES TR	RUS 1000 GRW ETF	$7.5M	17641	3.35%	SOLE
8	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.9M	71069	2.62%	SOLE
9	MICROSOFT CORP	COM	$5.4M	14580	2.41%	SOLE
10	NVIDIA CORPORATION	COM	$4.3M	24575	1.91%	SOLE
11	BUILDERS FIRSTSOURCE INC	COM	$4.0M	48066	1.76%	SOLE
12	ALPHABET INC	CAP STK CL A	$4.0M	13757	1.76%	SOLE
13	BROADCOM INC	COM	$4.0M	12774	1.76%	SOLE
14	SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.2M	104296	1.42%	SOLE
15	UNION PAC CORP	COM	$3.1M	12799	1.38%	SOLE
16	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.7M	64112	1.22%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	32541	1.15%	SOLE
18	AMAZON COM INC	COM	$2.5M	12115	1.12%	SOLE
19	AMERICAN ELEC PWR CO INC	COM	$2.3M	17851	1.04%	SOLE
20	AMERICAN CENTY ETF TR	AVANTIS ALL INT	$2.3M	30545	1.04%	SOLE
21	CHEVRON CORPORATION	COM	$2.1M	10287	0.95%	SOLE
22	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.1M	8932	0.95%	SOLE
23	JPMORGAN CHASE & CO	COM	$2.1M	7201	0.94%	SOLE
24	VISA INC	COM CL A	$2.1M	6843	0.92%	SOLE
25	BLACKSTONE INC	COM	$2.0M	17279	0.89%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	4000	0.85%	SOLE
27	ISHARES TR	0-3 MNTH TREASRY	$1.8M	18165	0.81%	SOLE
28	EOG RES INC	COM	$1.7M	11680	0.75%	SOLE
29	EXXON MOBIL CORP	COM	$1.6M	9693	0.73%	SOLE
30	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.5M	2377	0.69%	SOLE
31	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.5M	22251	0.68%	SOLE
32	SERVICENOW INC	COM	$1.5M	13996	0.65%	SOLE
33	FIRST TR EXCHANGE-TRADED FD	SHS	$1.3M	25951	0.59%	SOLE
34	VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	4091	0.58%	SOLE
35	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.3M	32489	0.57%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	47800	0.55%	SOLE
37	HOME DEPOT INC	COM	$1.2M	3694	0.54%	SOLE
38	NETFLIX INC.	COM	$1.2M	12234	0.52%	SOLE
39	LOCKHEED MARTIN CORP	COM	$1.1M	1875	0.50%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.1M	8331	0.49%	SOLE
41	EMCOR GROUP INC	COM	$1.1M	1467	0.48%	SOLE
42	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.1M	13271	0.47%	SOLE
43	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.0M	41066	0.46%	SOLE
44	HONEYWELL INTL INC	COM	$1.0M	4512	0.45%	SOLE
45	WALMART INC	COM	$1.0M	8189	0.45%	SOLE
46	COSTCO WHOLESALE CORPORATION	COM	$988K	992	0.44%	SOLE
47	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$984K	8884	0.44%	SOLE
48	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$978K	31896	0.44%	SOLE
49	PEPSICO INC	COM	$973K	6270	0.43%	SOLE
50	ATMOS ENERGY CORP	COM	$972K	5267	0.43%	SOLE

1–50 of 141

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.