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: $276.8M154 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.0M	0.4%Prev: 0.3%	4,051 SH	Increased+217 SH
ADOBE INC	COM	$232K	0.1%	1,133 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.0M	0.4%Prev: 0.1%	1,756 SH	Increased+179 SH
ALPHABET INC	CAP STK CL A	$5.2M	1.9%Prev: 1.1%	14,569 SH	Increased+781 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.5%Prev: 0.2%	3,593 SH	Increased+714 SH
ALTRIA GROUP INC	COM	$271K	0.1%Prev: 0.1%	3,762 SH	Increased+74 SH
AMAZON COM INC	COM	$2.9M	1.1%Prev: 1.1%	12,267 SH	Increased+738 SH
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$1.7M	0.6%Prev: 0.8%	20,041 SH	Decreased-7,564 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$775K	0.3%Prev: 0.2%	15,237 SH	Increased+7,020 SH
AMERICAN ELEC PWR CO INC	COM	$2.5M	0.9%Prev: 0.8%	17,949 SH	Increased-400 SH
AMGEN INC	COM	$603K	0.2%Prev: 0.2%	1,666 SH	Increased-11 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$13.8M	5.0%Prev: 0.7%	300,980 SH	Increased+261,151 SH
APOLLO GLOBAL MGMT INC	COM	$221K	0.1%Prev: 1.1%	1,869 SH	Decreased-16,154 SH
APPLE INC	COM	$9.7M	3.5%Prev: 2.8%	33,599 SH	Increased+2,939 SH
APPLIED MATLS INC	COM	$834K	0.3%Prev: 0.1%	1,153 SH	Increased-220 SH
AT&T INC	COM	$208K	0.1%Prev: 0.1%	10,064 SH	Decreased+951 SH
ATMOS ENERGY CORP	COM	$906K	0.3%Prev: 0.4%	5,261 SH	Increased-322 SH
BANK OF AMER CORP	COM	$696K	0.3%	12,207 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.7%Prev: 0.9%	3,848 SH	Decreased-442 SH
BLACKROCK INC	COM	$200K	0.1%Prev: 0.1%	208 SH	Decreased+3 SH
BLACKSTONE INC	COM	$1.8M	0.7%Prev: 1.0%	15,377 SH	Decreased-65 SH
BLOOM ENERGY CORP	COM CL A	$477K	0.2%	1,576 SH	New
BOEING CO	COM	$262K	0.1%Prev: 0.1%	1,211 SH	Decreased-106 SH
BROADCOM INC	COM	$4.8M	1.7%Prev: 1.8%	12,759 SH	Increased-1,792 SH
BUILDERS FIRSTSOURCE INC	COM	$4.3M	1.6%Prev: 2.3%	48,075 SH	Decreased+3,068 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$3.7M	1.3%	75,132 SH	New
CAPITAL ONE FINL CORP	COM	$306K	0.1%Prev: 0.1%	1,526 SH	Increased+156 SH
CATERPILLAR INC	COM	$783K	0.3%Prev: 0.1%	735 SH	Increased+173 SH
CHEVRON CORPORATION	COM	$1.7M	0.6%	10,180 SH	New
CISCO SYS INC	COM	$765K	0.3%Prev: 0.2%	6,510 SH	Increased+337 SH
COCA COLA CO	COM	$306K	0.1%Prev: 0.1%	3,763 SH	Increased+508 SH
CORNING INC	COM	$937K	0.3%Prev: 0.1%	3,667 SH	Increased-457 SH
COSTCO WHOLESALE CORPORATION	COM	$966K	0.3%	1,033 SH	New
DEERE & CO	COM	$232K	0.1%Prev: 0.1%	366 SH	Increased-69 SH
DISNEY WALT CO	COM	$447K	0.2%Prev: 0.3%	4,645 SH	Decreased-344 SH
EATON CORP PLC	SHS	$305K	0.1%Prev: 0.1%	715 SH	Increased+84 SH
EATON VANCE ENHANCED EQUITY	COM	$235K	0.1%Prev: 0.1%	10,667 SH	Decreased-1,540 SH
ELI LILLY & CO	COM	$450K	0.2%Prev: 0.1%	375 SH	Increased+81 SH
EMCOR GROUP INC	COM	$1.2M	0.4%Prev: 0.3%	1,470 SH	Increased-5 SH
EMERSON ELEC CO	COM	$242K	0.1%	1,692 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$191K	0.1%	10,010 SH	New
EOG RES INC	COM	$1.4M	0.5%Prev: 0.5%	11,103 SH	Increased+888 SH
EXXON MOBIL CORP	COM	$1.3M	0.5%Prev: 0.5%	9,488 SH	Increased-324 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$593K	0.2%Prev: 0.2%	2,078 SH	Increased-679 SH
FIRST INTST BANCSYSTEM INC	COM	$1.0M	0.4%Prev: 0.3%	26,964 SH	Increased-108 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$211K	0.1%Prev: 0.1%	4,351 SH	Decreased-2,355 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$592K	0.2%Prev: 0.3%	33,127 SH	Decreased-8,376 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$807K	0.3%Prev: 0.3%	6,056 SH	Increased-2,256 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.2M	0.4%Prev: 0.6%	15,100 SH	Decreased-6,506 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$790K	0.3%	18,309 SH	New
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$763K	0.3%Prev: 0.6%	20,609 SH	Decreased-21,895 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$647K	0.2%	7,206 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$217K	0.1%	1,130 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$1.2M	0.4%Prev: 0.5%	25,302 SH	Increased-1,515 SH
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$600K	0.2%Prev: 0.3%	13,751 SH	Increased+169 SH
FLEXSHARES TR	MORNSTAR UPSTR	$254K	0.1%	5,155 SH	New
GE AEROSPACE	COM NEW	$293K	0.1%	784 SH	New
GE VERNOVA INC	COM	$230K	0.1%	196 SH	New
GLOBAL X FDS	US INFR DEV ETF	$433K	0.2%Prev: 0.1%	7,350 SH	Increased-300 SH
GOLDMAN SACHS GROUP INC	COM	$260K	0.1%	257 SH	New
HOME DEPOT INC	COM	$1.4M	0.5%Prev: 0.6%	3,872 SH	Increased+294 SH
HONEYWELL AEROSPACE INC	COM	$492K	0.2%	2,226 SH	New
HONEYWELL INTL INC	COM	$503K	0.2%Prev: 0.5%	2,247 SH	Decreased-2,177 SH
INTEL CORP	COM	$863K	0.3%Prev: 0.3%	6,178 SH	Increased-25,970 SH
INTERNATIONAL BUSINESS MACHS	COM	$468K	0.2%Prev: 0.2%	1,665 SH	Increased+272 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.8M	0.6%Prev: 0.9%	5,841 SH	Decreased-2,810 SH
INVESCO EXCH TRADED FD TR II	PURBTA MSCI US	$1.8M	0.7%Prev: 1.0%	24,277 SH	Decreased-10,838 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$23.2M	8.4%Prev: 6.5%	143,826 SH	Increased+12,312 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$242K	0.1%Prev: 0.1%	12,393 SH	Decreased-4,427 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$245K	0.1%Prev: 0.1%	12,033 SH	Decreased-4,384 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$11.3M	4.1%Prev: 3.9%	99,819 SH	Increased+9,923 SH
ISHARES TR	0-3 MTH TREASURY	$1.5M	0.5%	14,617 SH	New
ISHARES TR	CORE MSCI EAFE	$261K	0.1%	2,699 SH	New
ISHARES TR	CORE S&P MCP ETF	$224K	0.1%	2,910 SH	New
ISHARES TR	CORE S&P SCP ETF	$556K	0.2%Prev: 0.2%	3,749 SH	Increased-360 SH
ISHARES TR	CORE S&P500 ETF	$35.0M	12.6%Prev: 12.0%	46,761 SH	Increased+3,198 SH
ISHARES TR	ESG MSCI KLD ETF	$687K	0.2%	4,824 SH	New
ISHARES TR	MSCI USA MIN ETF	$229K	0.1%	2,379 SH	New
ISHARES TR	MSCI USA QLT FCT	$994K	0.4%Prev: 0.4%	4,531 SH	Increased-509 SH
ISHARES TR	RUS 1000 GRW ETF	$8.8M	3.2%Prev: 3.3%	70,538 SH	Increased+52,872 SH
ISHARES TR	RUS MID CAP ETF	$556K	0.2%Prev: 0.3%	5,041 SH	Decreased-1,220 SH
ISHARES TR	SELECT DIVID ETF	$291K	0.1%Prev: 0.1%	1,864 SH	Increased-72 SH
JACOBS SOLUTIONS INC	COM	$355K	0.1%Prev: 0.2%	2,816 SH	Decreased+16 SH
JANUS DETROIT STR TR	HENDERSN SML ETF	$596K	0.2%Prev: 0.3%	5,884 SH	Increased-1,750 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$244K	0.1%	4,835 SH	New
JOHNSON & JOHNSON	COM	$463K	0.2%Prev: 0.1%	1,824 SH	Increased+61 SH
JPMORGAN CHASE & CO	COM	$2.4M	0.9%	7,445 SH	New
KINDER MORGAN INC DEL	COM	$903K	0.3%Prev: 0.4%	28,233 SH	Increased-2,066 SH
KROGER CO	COM	$456K	0.2%Prev: 0.3%	8,218 SH	Decreased-139 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$185K	0.1%Prev: 0.1%	31,769 SH	Decreased-2,353 SH
LOCKHEED MARTIN CORP	COM	$959K	0.3%Prev: 0.4%	1,882 SH	Increased+68 SH
LOWES COS INC	COM	$631K	0.2%Prev: 0.3%	2,860 SH	Increased+250 SH
MARATHON PETE CORP	COM	$291K	0.1%	1,140 SH	New
MARVELL TECHNOLOGY INC	COM	$543K	0.2%	1,823 SH	New
MASTERCARD INCORPORATED	CL A	$429K	0.2%Prev: 0.2%	835 SH	Decreased-50 SH
MCDONALDS CORP	COM	$315K	0.1%Prev: 0.1%	1,166 SH	Increased+143 SH
META PLATFORMS INC	CL A	$681K	0.2%Prev: 0.3%	1,209 SH	Increased+309 SH
MICRON TECHNOLOGY INC	COM	$2.5M	0.9%	2,136 SH	New
MICROSOFT CORP	COM	$5.7M	2.1%Prev: 3.2%	15,321 SH	Decreased+721 SH
MORGAN STANLEY	COM NEW	$586K	0.2%Prev: 0.2%	2,803 SH	Increased-601 SH
NETFLIX INC.	COM	$906K	0.3%	12,695 SH	New
NEXTERA ENERGY INC	COM	$274K	0.1%	3,123 SH	New
NORTHROP GRUMMAN CORP	COM	$462K	0.2%Prev: 0.1%	908 SH	Increased+499 SH
NOVARTIS AG	SPONSORED ADR	$856K	0.3%Prev: 0.3%	5,463 SH	Increased+441 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$630K	0.2%Prev: 0.3%	53,685 SH	Increased
NUVEEN QUALITY MUNCP INCOME	COM	$192K	0.1%	15,832 SH	New
NVIDIA CORPORATION	COM	$7.1M	2.6%Prev: 1.7%	35,577 SH	Increased+11,827 SH
OWENS CORNING NEW	COM	$456K	0.2%	2,871 SH	New
PACER FDS TR	US CASH COWS 100	$9.7M	3.5%Prev: 7.6%	156,643 SH	Decreased-154,101 SH
PALO ALTO NETWORKS INC	COM	$397K	0.1%Prev: 0.1%	1,165 SH	Increased-188 SH
PARKER-HANNIFIN CORP	COM	$357K	0.1%Prev: 0.1%	365 SH	Increased+19 SH
PEPSICO INC	COM	$853K	0.3%Prev: 0.4%	6,302 SH	Decreased-776 SH
PHILIP MORRIS INTL INC	COM	$206K	0.1%	1,141 SH	New
PROCTER & GAMBLE CO	COM	$869K	0.3%	5,927 SH	New
QUALCOMM INC	COM	$253K	0.1%	1,371 SH	New
QUANTUM COMPUTING INC	COM	$114K	0.0%	11,750 SH	New
RITHM CAPITAL CORP	COM NEW	$102K	0.0%	10,915 SH	New
RTX CORPORATION	COM	$297K	0.1%	1,563 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	0.4%	41,163 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$935K	0.3%Prev: 0.6%	29,470 SH	Decreased-24,358 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.7M	1.3%Prev: 1.6%	105,415 SH	Increased-21,842 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$390K	0.1%Prev: 0.2%	10,591 SH	Decreased-4,057 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.6M	0.6%	8,330 SH	New
SERVICENOW INC	COM	$1.4M	0.5%Prev: 1.1%	13,679 SH	Decreased+11,227 SH
SPDR INDEX SHS FDS	ST STR PO EX ETF	$654K	0.2%	12,976 SH	New
SPDR SERIES TRUST	ST INTER BD ETF	$669K	0.2%	20,007 SH	New
SPDR SERIES TRUST	ST STR AGGRE ETF	$1.2M	0.4%	46,564 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$209K	0.1%	1,759 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$2.9M	1.1%	32,133 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$898K	0.3%	5,901 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	0.4%	1,520 SH	New
STRYKER CORPORATION	COM	$312K	0.1%Prev: 0.2%	991 SH	Decreased+3 SH
SUNCOKE ENERGY INC	COM	$290K	0.1%	35,981 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$280K	0.1%	587 SH	New
TESLA INC	COM	$425K	0.2%Prev: 0.2%	1,010 SH	Decreased-504 SH
TEXAS INSTRS INC	COM	$1.1M	0.4%Prev: 0.4%	3,731 SH	Increased-287 SH
TRI CONTL CORP	COM	$1.0M	0.4%Prev: 0.4%	29,314 SH	Increased-1,537 SH
UNION PAC CORP	COM	$3.5M	1.2%Prev: 1.3%	12,689 SH	Increased
UNITED PARCEL SVCS INC	CL B	$846K	0.3%	7,866 SH	New
UNITEDHEALTH GROUP INC	COM	$925K	0.3%	2,225 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$20.5M	7.4%Prev: 7.3%	197,070 SH	Increased+20,686 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$295K	0.1%	430 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$207K	0.1%	852 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	0.5%Prev: 0.5%	4,101 SH	Increased+29 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$249K	0.1%Prev: 0.1%	2,969 SH	Increased-67 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.1M	2.2%Prev: 2.4%	73,364 SH	Increased+7,964 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.0M	0.4%Prev: 0.5%	12,990 SH	Decreased-982 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$227K	0.1%	1,438 SH	New
VANGUARD WORLD FD	INF TECH ETF	$386K	0.1%Prev: 0.1%	3,232 SH	Increased+2,828 SH
VENU HLDG CORP	COM	$238K	0.1%Prev: 0.1%	105,060 SH	Increased+85,060 SH
VISA INC	COM CL A	$2.4M	0.9%Prev: 1.1%	7,035 SH	Decreased-265 SH
WALMART INC	COM	$979K	0.4%Prev: 0.3%	8,641 SH	Increased+1,643 SH
WESTERN ASSET MANAGED MUNS F	COM	$118K	0.0%Prev: 0.0%	11,371 SH	Increased
WISDOMTREE TR	FLOATNG RAT TREA	$254K	0.1%Prev: 0.2%	5,047 SH	Decreased-2,412 SH

Sold (vs prior filing)

BANK AMERICA CORP — $584K
CHEVRON CORP NEW — $1.5M
CLEVELAND-CLIFFS INC NEW — $86K
COMCAST CORP NEW — $850K
COSTCO WHSL CORP NEW — $942K
FIRST TR EXCHANGE TRADED FD — $707K
FIRST TR EXCHANGE-TRADED FD — $260K
FIRST TR EXCHANGE-TRADED FD — $1.3M
FIRST TR EXCHNG TRADED FD VI — $237K
GUGGENHEIM STRATEGIC OPPORTU — $150K
ISHARES BITCOIN TRUST ETF — $388K
ISHARES TR — $1.2M
ISHARES TR — $569K
ISHARES TR — $641K
ISHARES TR — $271K
JPMORGAN CHASE & CO. — $2.1M
KENVUE INC — $657K
LINCOLN NATL CORP IND — $209K
MICROSTRATEGY INC — $657K
NETFLIX INC — $1.6M
… and 16 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