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: $269.4M140 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$843K	0.3%Prev: 0.3%	3,878 SH	Increased+554 SH
ADOBE INC	COM	$271K	0.1%	1,116 SH	New
ADVANCED MICRO DEVICES INC	COM	$343K	0.1%	1,688 SH	New
ALPHABET INC	CAP STK CL A	$4.0M	1.5%Prev: 1.0%	13,757 SH	Increased-655 SH
ALPHABET INC	CAP STK CL C	$917K	0.3%Prev: 0.2%	3,196 SH	Increased+322 SH
ALTRIA GROUP INC	COM	$244K	0.1%Prev: 0.1%	3,696 SH	Increased+126 SH
AMAZON COM INC	COM	$2.5M	0.9%Prev: 1.0%	12,115 SH	Increased+607 SH
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$2.3M	0.9%Prev: 0.8%	30,545 SH	Increased+2,867 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$513K	0.2%Prev: 0.2%	10,247 SH	Increased+1,956 SH
AMERICAN ELEC PWR CO INC	COM	$2.3M	0.9%Prev: 0.9%	17,851 SH	Increased-539 SH
AMGEN INC	COM	$587K	0.2%Prev: 0.2%	1,669 SH	Increased-17 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$13.2M	4.9%Prev: 0.7%	293,519 SH	Increased+254,300 SH
APOLLO GLOBAL MGMT INC	COM	$206K	0.1%Prev: 1.2%	1,853 SH	Decreased-16,150 SH
APPLE INC	COM	$8.3M	3.1%Prev: 3.2%	32,625 SH	Increased+2,110 SH
APPLIED MATLS INC	COM	$398K	0.1%	1,163 SH	New
AT&T INC	COM	$274K	0.1%Prev: 0.1%	9,438 SH	Increased+205 SH
ATMOS ENERGY CORP	COM	$973K	0.4%Prev: 0.4%	5,267 SH	Increased-404 SH
BANK AMERICA CORP	COM	$599K	0.2%Prev: 0.2%	12,282 SH	Increased-84 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.7%Prev: 1.1%	4,000 SH	Decreased-282 SH
BLACKSTONE INC	COM	$2.0M	0.7%Prev: 1.1%	17,279 SH	Decreased+1,222 SH
BLOOM ENERGY CORP	COM CL A	$214K	0.1%	1,576 SH	New
BOEING CO	COM	$239K	0.1%Prev: 0.1%	1,200 SH	Increased-116 SH
BROADCOM INC	COM	$4.0M	1.5%Prev: 1.2%	12,774 SH	Increased-3,048 SH
BUILDERS FIRSTSOURCE INC	COM	$4.0M	1.5%Prev: 2.6%	48,066 SH	Decreased+3,045 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.7M	1.0%	64,112 SH	New
CAPITAL ONE FINL CORP	COM	$247K	0.1%	1,354 SH	New
CATERPILLAR INC	COM	$460K	0.2%Prev: 0.1%	649 SH	Increased-6 SH
CHEVRON CORPORATION	COM	$2.1M	0.8%	10,287 SH	New
CISCO SYS INC	COM	$482K	0.2%Prev: 0.2%	6,215 SH	Increased+90 SH
CLEVELAND-CLIFFS INC NEW	COM	$85K	0.0%Prev: 0.0%	10,000 SH	Decreased-1,900 SH
COCA COLA CO	COM	$274K	0.1%Prev: 0.1%	3,605 SH	Increased+361 SH
CORNING INC	COM	$493K	0.2%	3,629 SH	New
COSTCO WHOLESALE CORPORATION	COM	$988K	0.4%	992 SH	New
DISNEY WALT CO	COM	$457K	0.2%Prev: 0.2%	4,737 SH	Decreased-312 SH
EATON CORP PLC	SHS	$238K	0.1%	665 SH	New
EATON VANCE ENHANCED EQUITY	COM	$218K	0.1%Prev: 0.1%	10,667 SH	Decreased-1,540 SH
ELI LILLY & CO	COM	$286K	0.1%Prev: 0.1%	311 SH	Decreased-41 SH
EMCOR GROUP INC	COM	$1.1M	0.4%Prev: 0.3%	1,467 SH	Increased-238 SH
EMERSON ELEC CO	COM	$218K	0.1%	1,661 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$199K	0.1%	10,310 SH	New
EOG RES INC	COM	$1.7M	0.6%Prev: 0.5%	11,680 SH	Increased+4,024 SH
EXXON MOBIL CORP	COM	$1.6M	0.6%Prev: 0.6%	9,693 SH	Increased-478 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$454K	0.2%Prev: 0.2%	2,184 SH	Increased-573 SH
FIRST INTST BANCSYSTEM INC	COM	$900K	0.3%Prev: 0.4%	26,952 SH	Increased+465 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$361K	0.1%Prev: 0.2%	7,590 SH	Increased+883 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$689K	0.3%Prev: 0.4%	38,827 SH	Decreased-4,791 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$984K	0.4%Prev: 0.3%	8,884 SH	Increased+947 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.5M	0.6%Prev: 0.6%	22,251 SH	Increased+982 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.3M	0.5%	32,489 SH	New
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$1.3M	0.5%Prev: 0.6%	39,524 SH	Increased-3,757 SH
FIRST TR EXCHANGE-TRADED FD	HIGH INCM STRGC	$204K	0.1%Prev: 0.1%	4,590 SH	Decreased-1,319 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$682K	0.3%	10,875 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$1.3M	0.5%	25,951 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$729K	0.3%	16,719 SH	New
GLOBAL X FDS	US INFR DEV ETF	$399K	0.1%Prev: 0.1%	7,850 SH	Increased+100 SH
HOME DEPOT INC	COM	$1.2M	0.5%Prev: 0.6%	3,694 SH	Decreased+115 SH
HONEYWELL INTL INC	COM	$1.0M	0.4%Prev: 0.4%	4,512 SH	Increased+105 SH
INTEL CORP	COM	$290K	0.1%Prev: 0.4%	6,582 SH	Decreased-26,944 SH
INTERNATIONAL BUSINESS MACHS	COM	$360K	0.1%Prev: 0.2%	1,487 SH	Increased+47 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.1M	0.8%Prev: 0.8%	8,932 SH	Increased+351 SH
INVESCO EXCH TRADED FD TR II	PURBTA MSCI US	$2.4M	0.9%Prev: 0.9%	37,267 SH	Increased+2,548 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$15.9M	5.9%Prev: 5.5%	142,258 SH	Increased+15,125 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$242K	0.1%Prev: 0.2%	12,370 SH	Decreased-4,423 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$245K	0.1%Prev: 0.2%	12,008 SH	Decreased-4,380 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$10.0M	3.7%Prev: 3.8%	96,877 SH	Increased+7,629 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$432K	0.2%Prev: 0.1%	11,255 SH	Increased+4,856 SH
ISHARES TR	0-3 MNTH TREASRY	$1.8M	0.7%Prev: 0.4%	18,165 SH	Increased+10,421 SH
ISHARES TR	CORE MSCI EAFE	$244K	0.1%Prev: 0.1%	2,699 SH	Decreased-648 SH
ISHARES TR	CORE S&P SCP ETF	$466K	0.2%Prev: 0.2%	3,749 SH	Increased-353 SH
ISHARES TR	CORE S&P500 ETF	$29.9M	11.1%Prev: 12.3%	45,781 SH	Increased-988 SH
ISHARES TR	ESG MSCI KLD 400	$568K	0.2%Prev: 0.2%	4,685 SH	Increased-210 SH
ISHARES TR	MSCI USA MIN VOL	$224K	0.1%Prev: 0.3%	2,419 SH	Decreased-4,653 SH
ISHARES TR	MSCI USA QLT FCT	$868K	0.3%Prev: 0.4%	4,526 SH	Increased-363 SH
ISHARES TR	RUS 1000 GRW ETF	$7.5M	2.8%Prev: 3.0%	17,641 SH	Increased-57 SH
ISHARES TR	RUS MID CAP ETF	$503K	0.2%Prev: 0.3%	5,171 SH	Decreased-3,475 SH
ISHARES TR	SELECT DIVID ETF	$274K	0.1%Prev: 0.1%	1,807 SH	Increased-128 SH
JACOBS SOLUTIONS INC	COM	$356K	0.1%Prev: 0.2%	2,800 SH	Increased
JANUS DETROIT STR TR	HENDERSN SML ETF	$743K	0.3%Prev: 0.2%	9,359 SH	Increased+2,124 SH
JOHNSON & JOHNSON	COM	$423K	0.2%Prev: 0.1%	1,729 SH	Increased-31 SH
JPMORGAN CHASE & CO	COM	$2.1M	0.8%	7,201 SH	New
KINDER MORGAN INC DEL	COM	$931K	0.3%Prev: 0.4%	27,772 SH	Increased-2,776 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$268K	0.1%	3,802 SH	New
KROGER CO	COM	$590K	0.2%Prev: 0.2%	8,150 SH	Increased+368 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$176K	0.1%Prev: 0.1%	31,769 SH	Decreased-2,353 SH
LOCKHEED MARTIN CORP	COM	$1.1M	0.4%Prev: 0.4%	1,875 SH	Increased+86 SH
LOWES COS INC	COM	$619K	0.2%Prev: 0.3%	2,618 SH	Decreased-279 SH
MARATHON PETE CORP	COM	$262K	0.1%	1,072 SH	New
MASTERCARD INCORPORATED	CL A	$435K	0.2%Prev: 0.2%	870 SH	Decreased-17 SH
MCDONALDS CORP	COM	$338K	0.1%Prev: 0.1%	1,089 SH	Increased+70 SH
META PLATFORMS INC	CL A	$581K	0.2%Prev: 0.2%	1,015 SH	Increased+182 SH
MICRON TECHNOLOGY INC	COM	$678K	0.3%	2,008 SH	New
MICROSOFT CORP	COM	$5.4M	2.0%Prev: 2.7%	14,580 SH	Decreased-703 SH
MORGAN STANLEY	COM NEW	$491K	0.2%Prev: 0.2%	2,983 SH	Increased-548 SH
NETFLIX INC.	COM	$1.2M	0.4%	12,234 SH	New
NEXTERA ENERGY INC	COM	$327K	0.1%	3,524 SH	New
NORTHROP GRUMMAN CORP	COM	$398K	0.1%	584 SH	New
NOVARTIS AG	SPONSORED ADR	$834K	0.3%Prev: 0.2%	5,458 SH	Increased+1,019 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$603K	0.2%Prev: 0.3%	53,685 SH	Increased
NUVEEN QUALITY MUNCP INCOME	COM	$182K	0.1%	15,832 SH	New
NVIDIA CORPORATION	COM	$4.3M	1.6%Prev: 1.1%	24,575 SH	Increased+3,479 SH
OWENS CORNING NEW	COM	$304K	0.1%	2,806 SH	New
PACER FDS TR	US CASH COWS 100	$10.1M	3.7%Prev: 8.3%	160,777 SH	Decreased-161,924 SH
PALANTIR TECHNOLOGIES INC	CL A	$203K	0.1%	1,391 SH	New
PARKER-HANNIFIN CORP	COM	$302K	0.1%Prev: 0.1%	337 SH	Increased-7 SH
PEPSICO INC	COM	$974K	0.4%Prev: 0.5%	6,270 SH	Decreased-729 SH
PROCTER & GAMBLE CO	COM	$841K	0.3%	5,825 SH	New
QUANTUM COMPUTING INC	COM	$91K	0.0%	13,250 SH	New
RITHM CAPITAL CORP	COM NEW	$103K	0.0%	10,915 SH	New
RTX CORPORATION	COM	$283K	0.1%	1,468 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$225K	0.1%	9,705 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.0M	0.4%	41,066 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$979K	0.4%Prev: 0.6%	31,896 SH	Decreased-17,202 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.2M	1.2%Prev: 1.7%	104,296 SH	Decreased-31,276 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$328K	0.1%Prev: 0.2%	10,588 SH	Decreased-4,310 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.1M	0.4%	8,331 SH	New
SERVICENOW INC	COM	$1.5M	0.5%Prev: 0.9%	13,996 SH	Decreased+11,546 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$591K	0.2%	12,952 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$5.3M	2.0%	106,610 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.6M	0.6%	2,477 SH	New
STRYKER CORPORATION	COM	$316K	0.1%Prev: 0.2%	963 SH	Decreased-21 SH
SUNCOKE ENERGY INC	COM	$241K	0.1%	37,082 SH	New
TESLA INC	COM	$603K	0.2%Prev: 0.2%	1,623 SH	Increased-61 SH
TEXAS INSTRS INC	COM	$697K	0.3%Prev: 0.3%	3,591 SH	Decreased-413 SH
TRI CONTL CORP	COM	$936K	0.3%Prev: 0.5%	29,614 SH	Decreased-3,062 SH
UNION PAC CORP	COM	$3.1M	1.2%Prev: 1.4%	12,799 SH	Increased+100 SH
UNITED PARCEL SVCS INC	CL B	$771K	0.3%	7,839 SH	New
UNITEDHEALTH GROUP INC	COM	$562K	0.2%Prev: 0.2%	2,077 SH	Increased+1,222 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$19.0M	7.0%Prev: 7.6%	196,074 SH	Increased+11,049 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$257K	0.1%	430 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	0.5%Prev: 0.5%	4,091 SH	Increased+423 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$223K	0.1%	2,969 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.9M	2.2%Prev: 3.3%	71,069 SH	Decreased-16,111 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.1M	0.4%Prev: 0.5%	13,271 SH	Decreased-889 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$213K	0.1%	1,437 SH	New
VANGUARD WORLD FD	INF TECH ETF	$282K	0.1%Prev: 0.1%	404 SH	Increased
VENU HLDG CORP	COM	$298K	0.1%	90,000 SH	New
VISA INC	COM CL A	$2.1M	0.8%Prev: 1.2%	6,843 SH	Decreased-411 SH
WALMART INC	COM	$1.0M	0.4%Prev: 0.3%	8,189 SH	Increased+1,198 SH
WESTERN ASSET MANAGED MUNS F	COM	$117K	0.0%Prev: 0.1%	11,371 SH	Decreased
WISDOMTREE TR	FLOATNG RAT TREA	$287K	0.1%Prev: 0.2%	5,707 SH	Decreased-2,586 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $1.8M
COMCAST CORP NEW — $900K
COSTCO WHSL CORP NEW — $903K
DEERE & CO — $204K
FIRST TR EXCHANGE TRADED FD — $598K
FIRST TR EXCHANGE-TRADED FD — $1.2M
FIRST TR EXCHNG TRADED FD VI — $239K
FIRST TR EXCHNG TRADED FD VI — $606K
FIRST TR MORNINGSTAR DIVID L — $1.2M
GLOBAL SHIP LEASE INC NEW — $445K
GUGGENHEIM STRATEGIC OPPORTU — $161K
ISHARES TR — $258K
JPMORGAN CHASE & CO. — $1.7M
KENVUE INC — $740K
LINCOLN NATL CORP IND — $615K
MICROSTRATEGY INC — $468K
NETFLIX INC — $1.1M
NUVEEN MUN HIGH INCOME OPPOR — $143K
PALO ALTO NETWORKS INC — $231K
PFIZER INC — $203K
… and 15 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