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Altus Wealth Group LLC

Q2 2026 13F filing

Updated 58 days ago

155 disclosed positions worth $276.8M

Portfolio value
$276.8M
Total holdings
155
New positions
18
Closed positions
7
Increased
75
Decreased
50
Turnover
16.1%
Filed
2026-07-17

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+2.1%
Value
$35M
Shares
46.8K
% Port
12.65%
?
2.N/A

INVESCO EXCH TRADED FD TR II

+1.1%
Value
$23.2M
Shares
143.8K
% Port
8.39%
?
3.N/A

VANECK ETF TRUST

+0.5%
Value
$20.5M
Shares
197.1K
% Port
7.40%
?
4.N/A

AMPLIFY ETF TR

+2.5%
Value
$13.8M
Shares
301.0K
% Port
4.97%
?
5.N/A

INVESCO EXCHANGE TRADED FD T

+3.0%
Value
$11.3M
Shares
99.8K
% Port
4.07%
?
6.N/A

PACER FDS TR

-2.6%
Value
$9.7M
Shares
156.6K
% Port
3.52%
A

APPLE INC

+3.0%
Value
$9.7M
Shares
33.6K
% Port
3.51%
E

ISHARES TR

+299.9%
Value
$8.8M
Shares
70.5K
% Port
3.16%
N

NVIDIA CORPORATION

+44.8%
Value
$7.1M
Shares
35.6K
% Port
2.57%
V
10.VGES

VANGUARD SCOTTSDALE FDS

+3.2%
Value
$6.1M
Shares
73.4K
% Port
2.19%
M
11.MSFT

MICROSOFT CORP

+5.1%
Value
$5.7M
Shares
15.3K
% Port
2.06%
G

ALPHABET INC

+5.9%
Value
$5.2M
Shares
14.6K
% Port
1.88%
A
13.AVGO

BROADCOM INC

-0.1%
Value
$4.8M
Shares
12.8K
% Port
1.74%
?
14.N/A

BUILDERS FIRSTSOURCE INC

+0.0%
Value
$4.3M
Shares
48.1K
% Port
1.55%
?
15.N/A

CAPITAL GROUP DIVIDEND VALUE

+17.2%
Value
$3.7M
Shares
75.1K
% Port
1.34%
S

SCHWAB STRATEGIC TR

+1.1%
Value
$3.7M
Shares
105.4K
% Port
1.33%
U
17.UNP

UNION PAC CORP

-0.9%
Value
$3.5M
Shares
12.7K
% Port
1.25%
A
18.AMZN

AMAZON COM INC

+1.3%
Value
$2.9M
Shares
12.3K
% Port
1.06%
?
19.N/A

SPDR SERIES TRUST

-1.3%
Value
$2.9M
Shares
32.1K
% Port
1.05%
M
20.MU

MICRON TECHNOLOGY INC

+6.4%
Value
$2.5M
Shares
2.1K
% Port
0.89%
A
21.AEP

AMERICAN ELEC PWR CO INC

+0.6%
Value
$2.5M
Shares
17.9K
% Port
0.89%
J

JPMORGAN CHASE & CO

+3.4%
Value
$2.4M
Shares
7.4K
% Port
0.88%
V
23.V

VISA INC

+2.8%
Value
$2.4M
Shares
7.0K
% Port
0.87%
B

BERKSHIRE HATHAWAY INC DEL

-3.8%
Value
$1.9M
Shares
3.8K
% Port
0.70%
?
25.N/A

INVESCO EXCH TRADED FD TR II

-34.9%
Value
$1.8M
Shares
24.3K
% Port
0.66%
B
26.BX

BLACKSTONE INC

-11.0%
Value
$1.8M
Shares
15.4K
% Port
0.65%
E
27.ETHA

INVESCO EXCH TRADED FD TR II

-34.6%
Value
$1.8M
Shares
5.8K
% Port
0.64%
C
28.CVX

CHEVRON CORPORATION

-1.0%
Value
$1.7M
Shares
10.2K
% Port
0.61%
?
29.N/A

AMERICAN CENTY ETF TR

-34.4%
Value
$1.7M
Shares
20.0K
% Port
0.60%
S

SELECT SECTOR SPDR TR

-0.0%
Value
$1.6M
Shares
8.3K
% Port
0.57%
V
31.VGES

VANGUARD INDEX FDS

+0.2%
Value
$1.5M
Shares
4.1K
% Port
0.55%
?
32.N/A

ISHARES TR

-19.5%
Value
$1.5M
Shares
14.6K
% Port
0.53%
E
33.EOG

EOG RES INC

-4.9%
Value
$1.4M
Shares
11.1K
% Port
0.52%
H
34.HD

HOME DEPOT INC

+4.8%
Value
$1.4M
Shares
3.9K
% Port
0.49%
N
35.NOW

SERVICENOW INC

-2.3%
Value
$1.4M
Shares
13.7K
% Port
0.49%
X
36.XOM

EXXON MOBIL CORP

-2.1%
Value
$1.3M
Shares
9.5K
% Port
0.47%
G

ALPHABET INC

+12.4%
Value
$1.3M
Shares
3.6K
% Port
0.46%
?
38.N/A

FIRST TR EXCHANGE-TRADED FD

-2.5%
Value
$1.2M
Shares
25.3K
% Port
0.44%
?
39.N/A

FIRST TR EXCHANGE TRADED FD

-32.1%
Value
$1.2M
Shares
15.1K
% Port
0.44%
E
40.EME

EMCOR GROUP INC

+0.2%
Value
$1.2M
Shares
1.5K
% Port
0.44%
S

SCHWAB STRATEGIC TR

+0.2%
Value
$1.2M
Shares
41.2K
% Port
0.43%
?
42.N/A

SPDR SERIES TRUST

-2.6%
Value
$1.2M
Shares
46.6K
% Port
0.43%
T
43.TXN

TEXAS INSTRS INC

+3.9%
Value
$1.1M
Shares
3.7K
% Port
0.40%
S
44.SPY

STATE STR SPDR S&P 500 ETF T

-40.3%
Value
$1.1M
Shares
1.4K
% Port
0.38%
F
45.FIBK

FIRST INTST BANCSYSTEM INC

+0.0%
Value
$1M
Shares
27.0K
% Port
0.38%
?
46.N/A

VANGUARD SCOTTSDALE FDS

-2.1%
Value
$1M
Shares
13.0K
% Port
0.37%
A
47.AMD

ADVANCED MICRO DEVICES INC

+4.0%
Value
$1M
Shares
1.8K
% Port
0.37%
A
48.ABBV

ABBVIE INC

+4.5%
Value
$1M
Shares
4.1K
% Port
0.37%
?
49.N/A

TRI CONTL CORP

-1.0%
Value
$1M
Shares
29.3K
% Port
0.36%
E
50.ETHA

ISHARES TR

+0.1%
Value
$994K
Shares
4.5K
% Port
0.36%