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: $250.2M139 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$860K	0.3%Prev: 0.4%	3,763 SH	Decreased-173 SH
ADVANCED MICRO DEVICES INC	COM	$333K	0.1%Prev: 0.3%	1,555 SH	Decreased+55 SH
ALPHABET INC	CAP STK CL A	$4.3M	1.7%Prev: 1.8%	13,661 SH	Decreased-453 SH
ALPHABET INC	CAP STK CL C	$947K	0.4%Prev: 0.4%	3,018 SH	Decreased-273 SH
ALTRIA GROUP INC	COM	$213K	0.1%Prev: 0.1%	3,696 SH	Decreased
AMAZON COM INC	COM	$2.8M	1.1%Prev: 1.1%	12,065 SH	Decreased+733 SH
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$2.1M	0.8%Prev: 0.1%	28,847 SH	Increased+24,768 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$489K	0.2%	9,712 SH	New
AMERICAN ELEC PWR CO INC	COM	$2.1M	0.8%Prev: 0.8%	18,147 SH	Decreased+260 SH
AMGEN INC	COM	$545K	0.2%Prev: 0.3%	1,667 SH	Decreased+7 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$7.6M	3.0%Prev: 5.6%	170,604 SH	Decreased-149,692 SH
APOLLO GLOBAL MGMT INC	COM	$1.5M	0.6%Prev: 0.1%	10,442 SH	Increased+8,599 SH
APPLE INC	COM	$8.5M	3.4%Prev: 3.7%	31,311 SH	Decreased+1,701 SH
APPLIED MATLS INC	COM	$299K	0.1%Prev: 0.2%	1,163 SH	Decreased+75 SH
AT&T INC	COM	$210K	0.1%Prev: 0.1%	8,466 SH	Decreased-1,659 SH
ATMOS ENERGY CORP	COM	$890K	0.4%Prev: 0.3%	5,311 SH	Increased+89 SH
BANK AMERICA CORP	COM	$677K	0.3%	12,312 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.8%Prev: 0.7%	3,782 SH	Decreased-153 SH
BLACKROCK INC	COM	$212K	0.1%Prev: 0.1%	198 SH	Decreased-14 SH
BLACKSTONE INC	COM	$2.9M	1.2%Prev: 0.5%	18,958 SH	Increased+6,001 SH
BOEING CO	COM	$261K	0.1%Prev: 0.1%	1,200 SH	Increased
BROADCOM INC	COM	$4.6M	1.8%Prev: 1.6%	13,350 SH	Increased+993 SH
BUILDERS FIRSTSOURCE INC	COM	$4.7M	1.9%Prev: 1.0%	45,348 SH	Increased-2,718 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.9M	0.8%	43,220 SH	New
CAPITAL ONE FINL CORP	COM	$328K	0.1%Prev: 0.1%	1,354 SH	Increased-93 SH
CATERPILLAR INC	COM	$322K	0.1%Prev: 0.2%	563 SH	Decreased-218 SH
CHEVRON CORP NEW	COM	$1.6M	0.6%	10,443 SH	New
CISCO SYS INC	COM	$456K	0.2%Prev: 0.2%	5,925 SH	Decreased-235 SH
CLEVELAND-CLIFFS INC NEW	COM	$133K	0.1%	10,000 SH	New
COCA COLA CO	COM	$210K	0.1%Prev: 0.1%	3,010 SH	Decreased-748 SH
CORNING INC	COM	$350K	0.1%Prev: 0.2%	3,994 SH	Decreased+441 SH
COSTCO WHSL CORP NEW	COM	$848K	0.3%	983 SH	New
DISNEY WALT CO	COM	$541K	0.2%Prev: 0.2%	4,754 SH	Increased+398 SH
EATON CORP PLC	SHS	$214K	0.1%Prev: 0.1%	673 SH	Decreased+13 SH
EATON VANCE ENHANCED EQUITY	COM	$260K	0.1%Prev: 0.1%	11,103 SH	Increased+291 SH
ELI LILLY & CO	COM	$308K	0.1%Prev: 0.2%	287 SH	Decreased-66 SH
EMCOR GROUP INC	COM	$897K	0.4%Prev: 0.4%	1,467 SH	Decreased+112 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$173K	0.1%Prev: 0.1%	10,510 SH	Decreased+500 SH
EOG RES INC	COM	$1.2M	0.5%Prev: 0.6%	11,532 SH	Decreased+666 SH
EXXON MOBIL CORP	COM	$1.2M	0.5%	9,668 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$498K	0.2%Prev: 0.2%	2,215 SH	Decreased+204 SH
FIRST INTST BANCSYSTEM INC	COM	$943K	0.4%Prev: 0.4%	27,240 SH	Decreased+631 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$359K	0.1%	7,484 SH	New
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$749K	0.3%Prev: 0.1%	41,109 SH	Increased+25,378 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$698K	0.3%	9,767 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$865K	0.3%Prev: 0.1%	8,798 SH	Increased+6,655 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.6M	0.6%Prev: 0.1%	22,720 SH	Increased+19,480 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$1.6M	0.6%	44,385 SH	New
FIRST TR EXCHANGE-TRADED FD	HIGH INCM STRGC	$235K	0.1%	5,194 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$1.2M	0.5%Prev: 0.5%	26,403 SH	Decreased+1,201 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.4M	0.6%	36,292 SH	New
FIRST TR EXCHNG TRADED FD VI	LOW DUR STRTGC	$205K	0.1%	10,711 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$675K	0.3%	15,224 SH	New
GE AEROSPACE	COM NEW	$210K	0.1%Prev: 0.1%	683 SH	Decreased-29 SH
GLOBAL X FDS	US INFR DEV ETF	$366K	0.1%Prev: 0.1%	7,650 SH	Decreased+300 SH
GOLDMAN SACHS GROUP INC	COM	$215K	0.1%Prev: 0.1%	245 SH	Increased+16 SH
GUGGENHEIM STRATEGIC OPPORTU	COM SBI	$130K	0.1%	10,092 SH	New
HOME DEPOT INC	COM	$1.2M	0.5%Prev: 0.4%	3,425 SH	Increased-268 SH
HONEYWELL INTL INC	COM	$876K	0.4%Prev: 0.2%	4,492 SH	Increased+2,291 SH
INTEL CORP	COM	$232K	0.1%Prev: 0.3%	6,300 SH	Decreased+40 SH
INTERNATIONAL BUSINESS MACHS	COM	$414K	0.2%Prev: 0.1%	1,396 SH	Increased-236 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.3M	0.9%Prev: 0.1%	8,949 SH	Increased+7,659 SH
INVESCO EXCH TRADED FD TR II	PURBTA MSCI US	$2.5M	1.0%Prev: 0.2%	35,928 SH	Increased+30,052 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$17.3M	6.9%Prev: 8.2%	145,039 SH	Decreased+1,609 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$247K	0.1%Prev: 0.1%	12,597 SH	Increased+180 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$252K	0.1%Prev: 0.1%	12,224 SH	Increased+165 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$9.0M	3.6%Prev: 4.4%	88,267 SH	Decreased-17,073 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$407K	0.2%	8,203 SH	New
ISHARES TR	0-3 MNTH TREASRY	$1.4M	0.6%	13,751 SH	New
ISHARES TR	CORE S&P SCP ETF	$451K	0.2%Prev: 0.2%	3,751 SH	Decreased-525 SH
ISHARES TR	CORE S&P500 ETF	$32.0M	12.8%Prev: 13.8%	46,663 SH	Decreased-1,380 SH
ISHARES TR	ESG MSCI KLD 400	$631K	0.3%	4,895 SH	New
ISHARES TR	MSCI USA MIN VOL	$542K	0.2%	5,751 SH	New
ISHARES TR	MSCI USA QLT FCT	$920K	0.4%Prev: 0.4%	4,634 SH	Decreased-248 SH
ISHARES TR	RUS 1000 GRW ETF	$8.3M	3.3%Prev: 3.3%	17,624 SH	Decreased-52,267 SH
ISHARES TR	RUS MID CAP ETF	$505K	0.2%Prev: 0.2%	5,245 SH	Decreased+200 SH
ISHARES TR	SELECT DIVID ETF	$273K	0.1%Prev: 0.1%	1,931 SH	Decreased+91 SH
JACOBS SOLUTIONS INC	COM	$371K	0.1%Prev: 0.1%	2,800 SH	Decreased-6 SH
JANUS DETROIT STR TR	HENDERSN SML ETF	$689K	0.3%	8,450 SH	New
JOHNSON & JOHNSON	COM	$367K	0.1%Prev: 0.2%	1,775 SH	Decreased+9 SH
JPMORGAN CHASE & CO.	COM	$2.1M	0.8%	6,595 SH	New
KINDER MORGAN INC DEL	COM	$763K	0.3%Prev: 0.3%	27,770 SH	Decreased-298 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$289K	0.1%	3,802 SH	New
KROGER CO	COM	$485K	0.2%Prev: 0.2%	7,767 SH	Increased-401 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$202K	0.1%Prev: 0.1%	32,139 SH	Increased+790 SH
LOCKHEED MARTIN CORP	COM	$877K	0.4%Prev: 0.4%	1,814 SH	Decreased-50 SH
LOWES COS INC	COM	$628K	0.3%Prev: 0.2%	2,605 SH	Increased-158 SH
MASTERCARD INCORPORATED	CL A	$486K	0.2%Prev: 0.2%	852 SH	Decreased-39 SH
MCDONALDS CORP	COM	$312K	0.1%Prev: 0.1%	1,020 SH	Increased-59 SH
META PLATFORMS INC	CL A	$622K	0.2%Prev: 0.3%	942 SH	Decreased-232 SH
MICRON TECHNOLOGY INC	COM	$296K	0.1%Prev: 0.8%	1,038 SH	Decreased-1,041 SH
MICROSOFT CORP	COM	$7.0M	2.8%Prev: 2.8%	14,521 SH	Decreased+176 SH
MORGAN STANLEY	COM NEW	$573K	0.2%Prev: 0.1%	3,225 SH	Increased+1,391 SH
NETFLIX INC	COM	$1.1M	0.5%	12,199 SH	New
NORTHROP GRUMMAN CORP	COM	$332K	0.1%Prev: 0.2%	582 SH	Decreased-320 SH
NOVARTIS AG	SPONSORED ADR	$758K	0.3%Prev: 0.3%	5,498 SH	Decreased+84 SH
NRG ENERGY INC	COM NEW	$229K	0.1%	1,438 SH	New
NUVEEN AMT FREE QLTY MUN INC	COM	$624K	0.2%Prev: 0.2%	53,685 SH	Increased
NUVEEN QUALITY MUNCP INCOME	COM	$123K	0.0%Prev: 0.1%	10,232 SH	Decreased-5,400 SH
NVIDIA CORPORATION	COM	$4.5M	1.8%Prev: 2.8%	24,299 SH	Decreased-8,619 SH
OWENS CORNING NEW	COM	$283K	0.1%Prev: 0.1%	2,525 SH	Decreased-372 SH
PACER FDS TR	US CASH COWS 100	$14.8M	5.9%Prev: 3.8%	246,356 SH	Increased+96,878 SH
PALO ALTO NETWORKS INC	COM	$236K	0.1%Prev: 0.2%	1,279 SH	Decreased+144 SH
PARKER-HANNIFIN CORP	COM	$304K	0.1%Prev: 0.1%	346 SH	Decreased+1 SH
PEPSICO INC	COM	$897K	0.4%Prev: 0.3%	6,248 SH	Increased-70 SH
PROCTER AND GAMBLE CO	COM	$819K	0.3%	5,717 SH	New
QUALCOMM INC	COM	$222K	0.1%Prev: 0.1%	1,297 SH	Decreased+25 SH
QUANTUM COMPUTING INC	COM	$151K	0.1%Prev: 0.0%	14,750 SH	Increased+3,250 SH
RTX CORPORATION	COM	$235K	0.1%Prev: 0.1%	1,280 SH	Decreased-222 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.1M	0.4%Prev: 0.5%	40,961 SH	Decreased-305 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	0.4%Prev: 0.3%	39,263 SH	Increased+10,761 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.3M	1.3%Prev: 1.3%	110,799 SH	Decreased+10,251 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$324K	0.1%Prev: 0.1%	10,765 SH	Decreased+34 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.8M	0.7%	12,290 SH	New
SERVICENOW INC	COM	$2.2M	0.9%Prev: 0.7%	14,064 SH	Increased+688 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$579K	0.2%	13,033 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$916K	0.4%	1,343 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$5.9M	2.3%	107,839 SH	New
STRYKER CORPORATION	COM	$344K	0.1%Prev: 0.1%	980 SH	Increased+27 SH
SUNCOKE ENERGY INC	COM	$225K	0.1%Prev: 0.1%	31,203 SH	Decreased-4,489 SH
TESLA INC	COM	$641K	0.3%Prev: 0.1%	1,426 SH	Increased+552 SH
TEXAS INSTRS INC	COM	$608K	0.2%Prev: 0.4%	3,505 SH	Decreased-128 SH
TRI CONTL CORP	COM	$986K	0.4%Prev: 0.4%	30,182 SH	Decreased+1,168 SH
UNION PAC CORP	COM	$3.0M	1.2%Prev: 1.3%	12,777 SH	Decreased+149 SH
UNITED PARCEL SERVICE INC	CL B	$767K	0.3%	7,735 SH	New
UNITEDHEALTH GROUP INC	COM	$683K	0.3%Prev: 0.3%	2,069 SH	Decreased-146 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$19.5M	7.8%Prev: 7.9%	187,849 SH	Decreased-11,147 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$270K	0.1%Prev: 0.1%	430 SH	Decreased-1 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	0.5%	4,077 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$218K	0.1%Prev: 0.1%	2,969 SH	Decreased+120 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.7M	2.3%Prev: 2.4%	68,127 SH	Decreased-14,299 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1000K	0.4%Prev: 0.4%	12,541 SH	Decreased-518 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$206K	0.1%Prev: 0.1%	1,436 SH	Decreased-3 SH
VANGUARD WORLD FD	INF TECH ETF	$305K	0.1%Prev: 0.2%	404 SH	Decreased-2,828 SH
VENU HLDG CORP	COM	$589K	0.2%Prev: 0.1%	70,000 SH	Increased-35,060 SH
VISA INC	COM CL A	$2.5M	1.0%Prev: 0.9%	7,081 SH	Decreased+140 SH
WALMART INC	COM	$812K	0.3%Prev: 0.3%	7,284 SH	Increased+384 SH
WESTERN ASSET MANAGED MUNS F	COM	$119K	0.0%Prev: 0.0%	11,371 SH	Increased
WISDOMTREE TR	FLOATNG RAT TREA	$273K	0.1%Prev: 0.1%	5,431 SH	Increased+342 SH

Sold (vs prior filing)

ADOBE INC — $272K
BANK OF AMER CORP — $649K
BLOOM ENERGY CORP — $438K
CAPITAL GROUP DIVIDEND VALUE — $4.9M
CHEVRON CORPORATION — $2.1M
COSTCO WHOLESALE CORPORATION — $898K
DEERE & CO — $238K
EMERSON ELEC CO — $264K
EXXONMOBIL HOLDINGS CORP — $1.5M
FIRST TR EXCHANGE TRADED FD — $217K
FIRST TR EXCHANGE-TRADED FD — $220K
HONEYWELL AEROSPACE INC — $328K
ISHARES TR — $589K
ISHARES TR — $273K
ISHARES TR — $209K
ISHARES TR — $705K
ISHARES TR — $300K
JANUS DETROIT STR TR — $219K
JPMORGAN CHASE & CO — $2.2M
MARATHON PETE CORP — $435K
… and 19 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