Altus Wealth Group LLC

CIK 0001842572 • 7 13F filings • Apr 25, 2025 – Oct 20, 2026

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Filer information

Filed by: Altus Wealth Group LLC, Chief Compliance Officer
Address: 423 S CASCADE AVENUE, COLORADO SPRINGS, CO, 80903
Phone: 7199001293
AUM: $250.2M

AUM over time

$266.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $226.0M138 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$712K	0.3%Prev: 0.3%	3,834 SH	Decreased-44 SH
ADVANCED MICRO DEVICES INC	COM	$224K	0.1%Prev: 0.1%	1,577 SH	Decreased-111 SH
ALPHABET INC	CAP STK CL A	$2.4M	1.1%Prev: 1.5%	13,788 SH	Decreased+31 SH
ALPHABET INC	CAP STK CL C	$511K	0.2%Prev: 0.3%	2,879 SH	Decreased-317 SH
ALTRIA GROUP INC	COM	$216K	0.1%Prev: 0.1%	3,688 SH	Decreased-8 SH
AMAZON COM INC	COM	$2.5M	1.1%Prev: 0.9%	11,529 SH	Increased-586 SH
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$1.8M	0.8%Prev: 0.9%	27,605 SH	Decreased-2,940 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$402K	0.2%Prev: 0.2%	8,217 SH	Decreased-2,030 SH
AMERICAN ELEC PWR CO INC	COM	$1.9M	0.8%Prev: 0.9%	18,349 SH	Decreased+498 SH
AMGEN INC	COM	$468K	0.2%Prev: 0.2%	1,677 SH	Decreased+8 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$1.7M	0.7%Prev: 4.9%	39,829 SH	Decreased-253,690 SH
APOLLO GLOBAL MGMT INC	COM	$2.6M	1.1%Prev: 0.1%	18,023 SH	Increased+16,170 SH
APPLE INC	COM	$6.3M	2.8%Prev: 3.1%	30,660 SH	Decreased-1,965 SH
APPLIED MATLS INC	COM	$251K	0.1%Prev: 0.1%	1,373 SH	Decreased+210 SH
AT&T INC	COM	$264K	0.1%Prev: 0.1%	9,113 SH	Decreased-325 SH
ATMOS ENERGY CORP	COM	$860K	0.4%Prev: 0.4%	5,583 SH	Decreased+316 SH
BANK AMERICA CORP	COM	$584K	0.3%Prev: 0.2%	12,345 SH	Decreased+63 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	0.9%Prev: 0.7%	4,290 SH	Increased+290 SH
BLACKROCK INC	COM	$215K	0.1%	205 SH	New
BLACKSTONE INC	COM	$2.3M	1.0%Prev: 0.7%	15,442 SH	Increased-1,837 SH
BOEING CO	COM	$276K	0.1%Prev: 0.1%	1,317 SH	Increased+117 SH
BROADCOM INC	COM	$4.0M	1.8%Prev: 1.5%	14,551 SH	Increased+1,777 SH
BUILDERS FIRSTSOURCE INC	COM	$5.3M	2.3%Prev: 1.5%	45,007 SH	Increased-3,059 SH
CAPITAL ONE FINL CORP	COM	$291K	0.1%Prev: 0.1%	1,370 SH	Increased+16 SH
CATERPILLAR INC	COM	$218K	0.1%Prev: 0.2%	562 SH	Decreased-87 SH
CHEVRON CORP NEW	COM	$1.5M	0.7%	10,769 SH	New
CISCO SYS INC	COM	$428K	0.2%Prev: 0.2%	6,173 SH	Decreased-42 SH
CLEVELAND-CLIFFS INC NEW	COM	$86K	0.0%Prev: 0.0%	11,300 SH	Increased+1,300 SH
COCA COLA CO	COM	$230K	0.1%Prev: 0.1%	3,255 SH	Decreased-350 SH
COMCAST CORP NEW	CL A	$850K	0.4%	23,806 SH	New
CORNING INC	COM	$217K	0.1%Prev: 0.2%	4,124 SH	Decreased+495 SH
COSTCO WHSL CORP NEW	COM	$942K	0.4%	952 SH	New
DEERE & CO	COM	$221K	0.1%	435 SH	New
DISNEY WALT CO	COM	$619K	0.3%Prev: 0.2%	4,989 SH	Increased+252 SH
EATON CORP PLC	SHS	$225K	0.1%Prev: 0.1%	631 SH	Decreased-34 SH
EATON VANCE ENHANCED EQUITY	COM	$296K	0.1%Prev: 0.1%	12,207 SH	Increased+1,540 SH
ELI LILLY & CO	COM	$229K	0.1%Prev: 0.1%	294 SH	Decreased-17 SH
EMCOR GROUP INC	COM	$789K	0.3%Prev: 0.4%	1,475 SH	Decreased+8 SH
EOG RES INC	COM	$1.2M	0.5%Prev: 0.6%	10,215 SH	Decreased-1,465 SH
EXXON MOBIL CORP	COM	$1.1M	0.5%Prev: 0.6%	9,812 SH	Decreased+119 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$544K	0.2%Prev: 0.2%	2,757 SH	Increased+573 SH
FIRST INTST BANCSYSTEM INC	COM	$780K	0.3%Prev: 0.3%	27,072 SH	Decreased+120 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$313K	0.1%Prev: 0.1%	6,706 SH	Decreased-884 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$739K	0.3%Prev: 0.3%	41,503 SH	Increased+2,676 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$707K	0.3%	9,349 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$677K	0.3%Prev: 0.4%	8,312 SH	Decreased-572 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.4M	0.6%Prev: 0.6%	21,606 SH	Decreased-645 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$1.5M	0.6%Prev: 0.5%	42,504 SH	Increased+2,980 SH
FIRST TR EXCHANGE-TRADED FD	HIGH INCM STRGC	$260K	0.1%Prev: 0.1%	5,824 SH	Increased+1,234 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$1.1M	0.5%Prev: 0.5%	26,817 SH	Decreased+866 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.3M	0.6%	35,503 SH	New
FIRST TR EXCHNG TRADED FD VI	LOW DUR STRTGC	$237K	0.1%	12,481 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$596K	0.3%Prev: 0.3%	13,582 SH	Decreased-3,137 SH
GLOBAL X FDS	US INFR DEV ETF	$333K	0.1%Prev: 0.1%	7,650 SH	Decreased-200 SH
GUGGENHEIM STRATEGIC OPPORTU	COM SBI	$150K	0.1%	10,092 SH	New
HOME DEPOT INC	COM	$1.3M	0.6%Prev: 0.5%	3,578 SH	Increased-116 SH
HONEYWELL INTL INC	COM	$1.0M	0.5%Prev: 0.4%	4,424 SH	Increased-88 SH
INTEL CORP	COM	$720K	0.3%Prev: 0.1%	32,148 SH	Increased+25,566 SH
INTERNATIONAL BUSINESS MACHS	COM	$411K	0.2%Prev: 0.1%	1,393 SH	Increased-94 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.0M	0.9%Prev: 0.8%	8,651 SH	Decreased-281 SH
INVESCO EXCH TRADED FD TR II	PURBTA MSCI US	$2.2M	1.0%Prev: 0.9%	35,115 SH	Decreased-2,152 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$14.8M	6.5%Prev: 5.9%	131,514 SH	Decreased-10,744 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$328K	0.1%Prev: 0.1%	16,820 SH	Increased+4,450 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$336K	0.1%Prev: 0.1%	16,417 SH	Increased+4,409 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$8.8M	3.9%Prev: 3.7%	89,896 SH	Decreased-6,981 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$388K	0.2%Prev: 0.2%	6,346 SH	Decreased-4,909 SH
ISHARES TR	0-3 MNTH TREASRY	$1.2M	0.5%Prev: 0.7%	11,866 SH	Decreased-6,299 SH
ISHARES TR	CORE S&P SCP ETF	$449K	0.2%Prev: 0.2%	4,109 SH	Decreased+360 SH
ISHARES TR	CORE S&P500 ETF	$27.0M	12.0%Prev: 11.1%	43,563 SH	Decreased-2,218 SH
ISHARES TR	ESG MSCI KLD 400	$569K	0.3%Prev: 0.2%	4,895 SH	Increased+210 SH
ISHARES TR	MSCI USA MIN VOL	$641K	0.3%Prev: 0.1%	6,827 SH	Increased+4,408 SH
ISHARES TR	MSCI USA QLT FCT	$921K	0.4%Prev: 0.3%	5,040 SH	Increased+514 SH
ISHARES TR	RUS 1000 GRW ETF	$7.5M	3.3%Prev: 2.8%	17,666 SH	Decreased+25 SH
ISHARES TR	RUS MDCP VAL ETF	$271K	0.1%	2,050 SH	New
ISHARES TR	RUS MID CAP ETF	$576K	0.3%Prev: 0.2%	6,261 SH	Increased+1,090 SH
ISHARES TR	SELECT DIVID ETF	$257K	0.1%Prev: 0.1%	1,936 SH	Decreased+129 SH
JACOBS SOLUTIONS INC	COM	$368K	0.2%Prev: 0.1%	2,800 SH	Increased
JANUS DETROIT STR TR	HENDERSN SML ETF	$593K	0.3%Prev: 0.3%	7,634 SH	Decreased-1,725 SH
JOHNSON & JOHNSON	COM	$269K	0.1%Prev: 0.2%	1,763 SH	Decreased+34 SH
JPMORGAN CHASE & CO.	COM	$2.1M	0.9%	7,109 SH	New
KENVUE INC	COM	$657K	0.3%	31,398 SH	New
KINDER MORGAN INC DEL	COM	$891K	0.4%Prev: 0.3%	30,299 SH	Decreased+2,527 SH
KROGER CO	COM	$599K	0.3%Prev: 0.2%	8,357 SH	Increased+207 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$232K	0.1%Prev: 0.1%	34,122 SH	Increased+2,353 SH
LINCOLN NATL CORP IND	COM	$209K	0.1%	6,040 SH	New
LOCKHEED MARTIN CORP	COM	$840K	0.4%Prev: 0.4%	1,814 SH	Decreased-61 SH
LOWES COS INC	COM	$579K	0.3%Prev: 0.2%	2,610 SH	Decreased-8 SH
MASTERCARD INCORPORATED	CL A	$497K	0.2%Prev: 0.2%	885 SH	Increased+15 SH
MCDONALDS CORP	COM	$299K	0.1%Prev: 0.1%	1,023 SH	Decreased-66 SH
META PLATFORMS INC	CL A	$664K	0.3%Prev: 0.2%	900 SH	Increased-115 SH
MICROSOFT CORP	COM	$7.3M	3.2%Prev: 2.0%	14,600 SH	Increased+20 SH
MICROSTRATEGY INC	CL A NEW	$657K	0.3%	1,625 SH	New
MORGAN STANLEY	COM NEW	$479K	0.2%Prev: 0.2%	3,404 SH	Decreased+421 SH
NETFLIX INC	COM	$1.6M	0.7%	1,199 SH	New
NORTHROP GRUMMAN CORP	COM	$204K	0.1%Prev: 0.1%	409 SH	Decreased-175 SH
NOVARTIS AG	SPONSORED ADR	$608K	0.3%Prev: 0.3%	5,022 SH	Decreased-436 SH
NRG ENERGY INC	COM NEW	$239K	0.1%	1,490 SH	New
NUVEEN AMT FREE QLTY MUN INC	COM	$586K	0.3%Prev: 0.2%	53,685 SH	Decreased
NUVEEN MUN HIGH INCOME OPPOR	COM	$136K	0.1%	13,080 SH	New
NVIDIA CORPORATION	COM	$3.8M	1.7%Prev: 1.6%	23,750 SH	Decreased-825 SH
PACER FDS TR	US CASH COWS 100	$17.1M	7.6%Prev: 3.7%	310,744 SH	Increased+149,967 SH
PALO ALTO NETWORKS INC	COM	$277K	0.1%	1,353 SH	New
PARKER-HANNIFIN CORP	COM	$242K	0.1%Prev: 0.1%	346 SH	Decreased+9 SH
PEPSICO INC	COM	$935K	0.4%Prev: 0.4%	7,078 SH	Decreased+808 SH
PRICE T ROWE GROUP INC	COM	$601K	0.3%	6,228 SH	New
PROCTER AND GAMBLE CO	COM	$418K	0.2%	2,621 SH	New
SALESFORCE INC	COM	$201K	0.1%	736 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	0.6%Prev: 0.4%	53,828 SH	Increased+21,932 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.5M	1.6%Prev: 1.2%	127,257 SH	Increased+22,961 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$411K	0.2%Prev: 0.1%	14,648 SH	Increased+4,060 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.7M	0.7%	6,555 SH	New
SERVICENOW INC	COM	$2.5M	1.1%Prev: 0.5%	2,452 SH	Increased-11,544 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$572K	0.3%	14,117 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	0.5%	1,709 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$2.6M	1.2%	35,357 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$1.4M	0.6%	54,558 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$782K	0.3%	23,293 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$1.3M	0.6%	9,560 SH	New
STRYKER CORPORATION	COM	$391K	0.2%Prev: 0.1%	988 SH	Increased+25 SH
TESLA INC	COM	$481K	0.2%Prev: 0.2%	1,514 SH	Decreased-109 SH
TEXAS INSTRS INC	COM	$834K	0.4%Prev: 0.3%	4,018 SH	Increased+427 SH
TILRAY BRANDS INC	COM	$4K	0.0%	10,155 SH	New
TRI CONTL CORP	COM	$977K	0.4%Prev: 0.3%	30,851 SH	Increased+1,237 SH
UNION PAC CORP	COM	$2.9M	1.3%Prev: 1.2%	12,689 SH	Decreased-110 SH
UNITED PARCEL SERVICE INC	CL B	$219K	0.1%	2,166 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$16.5M	7.3%Prev: 7.0%	176,384 SH	Decreased-19,690 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.5%Prev: 0.5%	4,072 SH	Decreased-19 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$204K	0.1%Prev: 0.1%	3,036 SH	Decreased+67 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.4M	2.4%Prev: 2.2%	65,400 SH	Decreased-5,669 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.1M	0.5%Prev: 0.4%	13,972 SH	Increased+701 SH
VANGUARD WORLD FD	INF TECH ETF	$268K	0.1%Prev: 0.1%	404 SH	Decreased
VENU HLDG CORP	COM	$236K	0.1%Prev: 0.1%	20,000 SH	Decreased-70,000 SH
VERIZON COMMUNICATIONS INC	COM	$228K	0.1%	5,271 SH	New
VISA INC	COM CL A	$2.6M	1.1%Prev: 0.8%	7,300 SH	Increased+457 SH
WALMART INC	COM	$684K	0.3%Prev: 0.4%	6,998 SH	Decreased-1,191 SH
WASTE MGMT INC DEL	COM	$226K	0.1%	989 SH	New
WESTERN ASSET MANAGED MUNS F	COM	$113K	0.0%Prev: 0.0%	11,371 SH	Decreased
WISDOMTREE TR	FLOATNG RAT TREA	$375K	0.2%Prev: 0.1%	7,459 SH	Increased+1,752 SH

Sold (vs prior filing)

ADOBE INC — $271K
BLOOM ENERGY CORP — $214K
CAPITAL GROUP DIVIDEND VALUE — $2.7M
CHEVRON CORPORATION — $2.1M
COSTCO WHOLESALE CORPORATION — $988K
EMERSON ELEC CO — $218K
ENERGY TRANSFER L P — $199K
FIRST TR EXCHANGE TRADED FD — $1.3M
FIRST TR EXCHANGE-TRADED FD — $682K
ISHARES TR — $244K
JPMORGAN CHASE & CO — $2.1M
KRATOS DEFENSE & SEC SOLUTIO — $268K
MARATHON PETE CORP — $262K
MICRON TECHNOLOGY INC — $678K
NETFLIX INC. — $1.2M
NEXTERA ENERGY INC — $327K
NUVEEN QUALITY MUNCP INCOME — $182K
OWENS CORNING NEW — $304K
PALANTIR TECHNOLOGIES INC — $203K
PROCTER & GAMBLE CO — $841K
… and 14 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001842572-26-000001	$250.2M	View
Oct 20, 2026	Q3 2026	13F-HR	0001842572-26-000007	$266.0M	View
Oct 21, 2025	Q3 2025