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: $243.5M143 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$857K	0.4%Prev: 0.4%	3,701 SH	Decreased-350 SH
ADVANCED MICRO DEVICES INC	COM	$248K	0.1%Prev: 0.4%	1,530 SH	Decreased-226 SH
ALPHABET INC	CAP STK CL A	$3.3M	1.4%Prev: 1.9%	13,698 SH	Decreased-871 SH
ALPHABET INC	CAP STK CL C	$736K	0.3%Prev: 0.5%	3,022 SH	Decreased-571 SH
ALTRIA GROUP INC	COM	$244K	0.1%Prev: 0.1%	3,688 SH	Decreased-74 SH
AMAZON COM INC	COM	$2.6M	1.1%Prev: 1.1%	11,968 SH	Decreased-299 SH
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$2.0M	0.8%Prev: 0.6%	28,589 SH	Increased+8,548 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$459K	0.2%Prev: 0.3%	9,133 SH	Decreased-6,104 SH
AMERICAN ELEC PWR CO INC	COM	$2.1M	0.8%Prev: 0.9%	18,278 SH	Decreased+329 SH
AMGEN INC	COM	$472K	0.2%Prev: 0.2%	1,672 SH	Decreased+6 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$2.4M	1.0%Prev: 5.0%	54,090 SH	Decreased-246,890 SH
APOLLO GLOBAL MGMT INC	COM	$2.4M	1.0%Prev: 0.1%	18,221 SH	Increased+16,352 SH
APPLE INC	COM	$8.1M	3.3%Prev: 3.5%	31,669 SH	Decreased-1,930 SH
APPLIED MATLS INC	COM	$237K	0.1%Prev: 0.3%	1,157 SH	Decreased+4 SH
AT&T INC	COM	$242K	0.1%Prev: 0.1%	8,561 SH	Increased-1,503 SH
ATMOS ENERGY CORP	COM	$936K	0.4%Prev: 0.3%	5,480 SH	Increased+219 SH
BANK AMERICA CORP	COM	$636K	0.3%	12,332 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.8%Prev: 0.7%	3,790 SH	Decreased-58 SH
BLACKROCK INC	COM	$239K	0.1%Prev: 0.1%	205 SH	Increased-3 SH
BLACKSTONE INC	COM	$2.7M	1.1%Prev: 0.7%	15,638 SH	Increased+261 SH
BOEING CO	COM	$270K	0.1%Prev: 0.1%	1,250 SH	Increased+39 SH
BROADCOM INC	COM	$4.8M	2.0%Prev: 1.7%	14,531 SH	Decreased+1,772 SH
BUILDERS FIRSTSOURCE INC	COM	$5.5M	2.2%Prev: 1.6%	44,982 SH	Increased-3,093 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$591K	0.2%	14,070 SH	New
CAPITAL ONE FINL CORP	COM	$288K	0.1%Prev: 0.1%	1,354 SH	Decreased-172 SH
CATERPILLAR INC	COM	$268K	0.1%Prev: 0.3%	563 SH	Decreased-172 SH
CHEVRON CORP NEW	COM	$1.7M	0.7%	10,882 SH	New
CISCO SYS INC	COM	$423K	0.2%Prev: 0.3%	6,186 SH	Decreased-324 SH
CLEVELAND-CLIFFS INC NEW	COM	$138K	0.1%	11,300 SH	New
COMCAST CORP NEW	CL A	$586K	0.2%	18,659 SH	New
CORNING INC	COM	$330K	0.1%Prev: 0.3%	4,024 SH	Decreased+357 SH
COSTCO WHSL CORP NEW	COM	$882K	0.4%	953 SH	New
DISNEY WALT CO	COM	$536K	0.2%Prev: 0.2%	4,681 SH	Increased+36 SH
EATON CORP PLC	SHS	$236K	0.1%Prev: 0.1%	631 SH	Decreased-84 SH
EATON VANCE ENHANCED EQUITY	COM	$307K	0.1%Prev: 0.1%	12,822 SH	Increased+2,155 SH
ELI LILLY & CO	COM	$216K	0.1%Prev: 0.2%	283 SH	Decreased-92 SH
EMCOR GROUP INC	COM	$971K	0.4%Prev: 0.4%	1,495 SH	Decreased+25 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$179K	0.1%Prev: 0.1%	10,410 SH	Decreased+400 SH
EOG RES INC	COM	$1.1M	0.5%Prev: 0.5%	10,143 SH	Decreased-960 SH
EXXON MOBIL CORP	COM	$1.1M	0.4%Prev: 0.5%	9,667 SH	Decreased+179 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$575K	0.2%Prev: 0.2%	2,589 SH	Decreased+511 SH
FIRST INTST BANCSYSTEM INC	COM	$844K	0.3%Prev: 0.4%	26,495 SH	Decreased-469 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$340K	0.1%Prev: 0.1%	7,164 SH	Increased+2,813 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$765K	0.3%Prev: 0.2%	41,953 SH	Increased+8,826 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$736K	0.3%	9,682 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$847K	0.3%Prev: 0.3%	8,756 SH	Increased+2,700 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.5M	0.6%Prev: 0.4%	22,512 SH	Increased+7,412 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$1.6M	0.7%Prev: 0.3%	44,786 SH	Increased+24,177 SH
FIRST TR EXCHANGE-TRADED FD	HIGH INCM STRGC	$263K	0.1%	5,826 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$1.2M	0.5%Prev: 0.4%	26,893 SH	Decreased+1,591 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.4M	0.6%	36,275 SH	New
FIRST TR EXCHNG TRADED FD VI	LOW DUR STRTGC	$231K	0.1%	12,089 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$692K	0.3%Prev: 0.2%	15,589 SH	Increased+1,838 SH
GE AEROSPACE	COM NEW	$207K	0.1%Prev: 0.1%	688 SH	Decreased-96 SH
GLOBAL X FDS	US INFR DEV ETF	$364K	0.1%Prev: 0.2%	7,650 SH	Decreased+300 SH
GUGGENHEIM STRATEGIC OPPORTU	COM SBI	$151K	0.1%	10,092 SH	New
HOME DEPOT INC	COM	$1.4M	0.6%Prev: 0.5%	3,562 SH	Increased-310 SH
HONEYWELL INTL INC	COM	$916K	0.4%Prev: 0.2%	4,349 SH	Increased+2,102 SH
INTEL CORP	COM	$211K	0.1%Prev: 0.3%	6,300 SH	Decreased+122 SH
INTERNATIONAL BUSINESS MACHS	COM	$391K	0.2%Prev: 0.2%	1,386 SH	Decreased-279 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.2M	0.9%Prev: 0.6%	8,911 SH	Increased+3,070 SH
INVESCO EXCH TRADED FD TR II	PURBTA MSCI US	$2.4M	1.0%Prev: 0.7%	35,809 SH	Increased+11,532 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$16.7M	6.8%Prev: 8.4%	137,743 SH	Decreased-6,083 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$330K	0.1%Prev: 0.1%	16,848 SH	Increased+4,455 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$338K	0.1%Prev: 0.1%	16,447 SH	Increased+4,414 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$9.1M	3.7%Prev: 4.1%	86,493 SH	Decreased-13,326 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$476K	0.2%	7,326 SH	New
ISHARES TR	0-3 MNTH TREASRY	$1.2M	0.5%	11,868 SH	New
ISHARES TR	CORE S&P SCP ETF	$452K	0.2%Prev: 0.2%	3,802 SH	Decreased+53 SH
ISHARES TR	CORE S&P500 ETF	$29.8M	12.3%Prev: 12.6%	44,588 SH	Decreased-2,173 SH
ISHARES TR	ESG MSCI KLD 400	$617K	0.3%	4,895 SH	New
ISHARES TR	MSCI USA MIN VOL	$641K	0.3%	6,736 SH	New
ISHARES TR	MSCI USA QLT FCT	$979K	0.4%Prev: 0.4%	5,035 SH	Decreased+504 SH
ISHARES TR	RUS 1000 GRW ETF	$8.2M	3.4%Prev: 3.2%	17,573 SH	Decreased-52,965 SH
ISHARES TR	RUS MDCP VAL ETF	$286K	0.1%	2,050 SH	New
ISHARES TR	RUS MID CAP ETF	$511K	0.2%Prev: 0.2%	5,292 SH	Decreased+251 SH
ISHARES TR	SELECT DIVID ETF	$275K	0.1%Prev: 0.1%	1,936 SH	Decreased+72 SH
JACOBS SOLUTIONS INC	COM	$420K	0.2%Prev: 0.1%	2,800 SH	Increased-16 SH
JANUS DETROIT STR TR	HENDERSN SML ETF	$695K	0.3%Prev: 0.2%	8,312 SH	Increased+2,428 SH
JOHNSON & JOHNSON	COM	$330K	0.1%Prev: 0.2%	1,777 SH	Decreased-47 SH
JPMORGAN CHASE & CO.	COM	$2.2M	0.9%	7,035 SH	New
KENVUE INC	COM	$501K	0.2%	30,855 SH	New
KINDER MORGAN INC DEL	COM	$806K	0.3%Prev: 0.3%	28,480 SH	Decreased+247 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$489K	0.2%	5,355 SH	New
KROGER CO	COM	$566K	0.2%Prev: 0.2%	8,402 SH	Increased+184 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$204K	0.1%Prev: 0.1%	32,139 SH	Increased+370 SH
LINCOLN NATL CORP IND	COM	$237K	0.1%	5,874 SH	New
LOCKHEED MARTIN CORP	COM	$889K	0.4%Prev: 0.3%	1,781 SH	Decreased-101 SH
LOWES COS INC	COM	$655K	0.3%Prev: 0.2%	2,605 SH	Increased-255 SH
MARATHON PETE CORP	COM	$207K	0.1%Prev: 0.1%	1,072 SH	Decreased-68 SH
MASTERCARD INCORPORATED	CL A	$499K	0.2%Prev: 0.2%	877 SH	Increased+42 SH
MCDONALDS CORP	COM	$311K	0.1%Prev: 0.1%	1,022 SH	Decreased-144 SH
META PLATFORMS INC	CL A	$676K	0.3%Prev: 0.2%	921 SH	Decreased-288 SH
MICROSOFT CORP	COM	$7.4M	3.1%Prev: 2.1%	14,381 SH	Increased-940 SH
MORGAN STANLEY	COM NEW	$532K	0.2%Prev: 0.2%	3,346 SH	Decreased+543 SH
NETFLIX INC	COM	$1.4M	0.6%	1,172 SH	New
NORTHROP GRUMMAN CORP	COM	$233K	0.1%Prev: 0.2%	382 SH	Decreased-526 SH
NOVARTIS AG	SPONSORED ADR	$644K	0.3%Prev: 0.3%	5,024 SH	Decreased-439 SH
NRG ENERGY INC	COM NEW	$240K	0.1%	1,480 SH	New
NUVEEN AMT FREE QLTY MUN INC	COM	$611K	0.3%Prev: 0.2%	53,685 SH	Decreased
NVIDIA CORPORATION	COM	$4.4M	1.8%Prev: 2.6%	23,715 SH	Decreased-11,862 SH
PACER FDS TR	US CASH COWS 100	$16.5M	6.8%Prev: 3.5%	286,393 SH	Increased+129,750 SH
PALO ALTO NETWORKS INC	COM	$259K	0.1%Prev: 0.1%	1,271 SH	Decreased+106 SH
PARKER-HANNIFIN CORP	COM	$262K	0.1%Prev: 0.1%	346 SH	Decreased-19 SH
PEPSICO INC	COM	$978K	0.4%Prev: 0.3%	6,966 SH	Increased+664 SH
PRICE T ROWE GROUP INC	COM	$566K	0.2%	5,516 SH	New
PROCTER AND GAMBLE CO	COM	$380K	0.2%	2,473 SH	New
QUALCOMM INC	COM	$216K	0.1%Prev: 0.1%	1,297 SH	Decreased-74 SH
QUANTUM COMPUTING INC	COM	$281K	0.1%Prev: 0.0%	15,250 SH	Increased+3,500 SH
RTX CORPORATION	COM	$214K	0.1%Prev: 0.1%	1,280 SH	Decreased-283 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.1M	0.4%Prev: 0.4%	40,845 SH	Decreased-318 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	0.6%Prev: 0.3%	51,029 SH	Increased+21,559 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.6M	1.5%Prev: 1.3%	124,324 SH	Decreased+18,909 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$389K	0.2%Prev: 0.1%	13,128 SH	Decreased+2,537 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.9M	0.8%	6,589 SH	New
SERVICENOW INC	COM	$2.3M	0.9%Prev: 0.5%	2,448 SH	Increased-11,231 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$591K	0.2%	13,817 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	0.5%	1,699 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$2.8M	1.2%	34,930 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$1.3M	0.5%	51,515 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$776K	0.3%	22,885 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$1.4M	0.6%	9,671 SH	New
STRATEGY INC	CL A NEW	$523K	0.2%	1,624 SH	New
STRYKER CORPORATION	COM	$365K	0.1%Prev: 0.1%	988 SH	Increased-3 SH
TESLA INC	COM	$644K	0.3%Prev: 0.2%	1,449 SH	Increased+439 SH
TEXAS INSTRS INC	COM	$729K	0.3%Prev: 0.4%	3,970 SH	Decreased+239 SH
TILRAY BRANDS INC	COM	$18K	0.0%	10,155 SH	New
TRI CONTL CORP	COM	$1.0M	0.4%Prev: 0.4%	30,851 SH	Increased+1,537 SH
UNION PAC CORP	COM	$3.0M	1.2%Prev: 1.2%	12,575 SH	Decreased-114 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$17.7M	7.3%Prev: 7.4%	178,609 SH	Decreased-18,461 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$247K	0.1%Prev: 0.1%	404 SH	Decreased-26 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	0.5%Prev: 0.5%	4,073 SH	Decreased-28 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$212K	0.1%Prev: 0.1%	2,969 SH	Decreased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.6M	2.3%Prev: 2.2%	66,103 SH	Decreased-7,261 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.1M	0.4%Prev: 0.4%	13,422 SH	Increased+432 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$202K	0.1%Prev: 0.1%	1,435 SH	Decreased-3 SH
VANGUARD WORLD FD	INF TECH ETF	$302K	0.1%Prev: 0.1%	404 SH	Decreased-2,828 SH
VENU HLDG CORP	COM	$897K	0.4%Prev: 0.1%	70,000 SH	Increased-35,060 SH
VISA INC	COM CL A	$2.5M	1.0%Prev: 0.9%	7,303 SH	Increased+268 SH
WALMART INC	COM	$723K	0.3%Prev: 0.4%	7,015 SH	Decreased-1,626 SH
WASTE MGMT INC DEL	COM	$218K	0.1%	986 SH	New
WESTERN ASSET MANAGED MUNS F	COM	$118K	0.0%Prev: 0.0%	11,371 SH	Decreased
WISDOMTREE TR	FLOATNG RAT TREA	$334K	0.1%Prev: 0.1%	6,653 SH	Increased+1,606 SH

Sold (vs prior filing)

ADOBE INC — $232K
BANK OF AMER CORP — $696K
BLOOM ENERGY CORP — $477K
CAPITAL GROUP DIVIDEND VALUE — $3.7M
CHEVRON CORPORATION — $1.7M
COCA COLA CO — $306K
COSTCO WHOLESALE CORPORATION — $966K
DEERE & CO — $232K
EMERSON ELEC CO — $242K
FIRST TR EXCHANGE TRADED FD — $790K
FIRST TR EXCHANGE-TRADED FD — $647K
FIRST TR EXCHANGE-TRADED FD — $217K
FLEXSHARES TR — $254K
GE VERNOVA INC — $230K
GOLDMAN SACHS GROUP INC — $260K
HONEYWELL AEROSPACE INC — $492K
ISHARES TR — $1.5M
ISHARES TR — $261K
ISHARES TR — $224K
ISHARES TR — $687K
… and 25 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