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: $266.0M147 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.0M	0.4%Prev: 0.4%	3,936 SH	Increased+235 SH
ADOBE INC	COM	$272K	0.1%	1,132 SH	New
ADVANCED MICRO DEVICES INC	COM	$918K	0.3%Prev: 0.1%	1,500 SH	Increased-30 SH
ALPHABET INC	CAP STK CL A	$4.9M	1.8%Prev: 1.4%	14,114 SH	Increased+416 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.4%Prev: 0.3%	3,291 SH	Increased+269 SH
ALTRIA GROUP INC	COM	$249K	0.1%Prev: 0.1%	3,696 SH	Increased+8 SH
AMAZON COM INC	COM	$2.8M	1.1%Prev: 1.1%	11,332 SH	Increased-636 SH
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$339K	0.1%Prev: 0.8%	4,079 SH	Decreased-24,510 SH
AMERICAN ELEC PWR CO INC	COM	$2.1M	0.8%Prev: 0.8%	17,887 SH	Increased-391 SH
AMGEN INC	COM	$700K	0.3%Prev: 0.2%	1,660 SH	Increased-12 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$14.9M	5.6%Prev: 1.0%	320,296 SH	Increased+266,206 SH
APOLLO GLOBAL MGMT INC	COM	$214K	0.1%Prev: 1.0%	1,843 SH	Decreased-16,378 SH
APPLE INC	COM	$9.9M	3.7%Prev: 3.3%	29,610 SH	Increased-2,059 SH
APPLIED MATLS INC	COM	$556K	0.2%Prev: 0.1%	1,088 SH	Increased-69 SH
AT&T INC	COM	$247K	0.1%Prev: 0.1%	10,125 SH	Increased+1,564 SH
ATMOS ENERGY CORP	COM	$817K	0.3%Prev: 0.4%	5,222 SH	Decreased-258 SH
BANK OF AMER CORP	COM	$649K	0.2%	11,928 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.7%Prev: 0.8%	3,935 SH	Increased+145 SH
BLACKROCK INC	COM	$224K	0.1%Prev: 0.1%	212 SH	Decreased+7 SH
BLACKSTONE INC	COM	$1.5M	0.5%Prev: 1.1%	12,957 SH	Decreased-2,681 SH
BLOOM ENERGY CORP	COM CL A	$438K	0.2%	1,582 SH	New
BOEING CO	COM	$223K	0.1%Prev: 0.1%	1,200 SH	Decreased-50 SH
BROADCOM INC	COM	$4.3M	1.6%Prev: 2.0%	12,357 SH	Decreased-2,174 SH
BUILDERS FIRSTSOURCE INC	COM	$2.7M	1.0%Prev: 2.2%	48,066 SH	Decreased+3,084 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$4.9M	1.8%	99,889 SH	New
CAPITAL ONE FINL CORP	COM	$279K	0.1%Prev: 0.1%	1,447 SH	Decreased+93 SH
CATERPILLAR INC	COM	$634K	0.2%Prev: 0.1%	781 SH	Increased+218 SH
CHEVRON CORPORATION	COM	$2.1M	0.8%	10,167 SH	New
CISCO SYS INC	COM	$663K	0.2%Prev: 0.2%	6,160 SH	Increased-26 SH
COCA COLA CO	COM	$323K	0.1%	3,758 SH	New
CORNING INC	COM	$546K	0.2%Prev: 0.1%	3,553 SH	Increased-471 SH
COSTCO WHOLESALE CORPORATION	COM	$898K	0.3%	986 SH	New
DEERE & CO	COM	$238K	0.1%	355 SH	New
DISNEY WALT CO	COM	$457K	0.2%Prev: 0.2%	4,356 SH	Decreased-325 SH
EATON CORP PLC	SHS	$284K	0.1%Prev: 0.1%	660 SH	Increased+29 SH
EATON VANCE ENHANCED EQUITY	COM	$230K	0.1%Prev: 0.1%	10,812 SH	Decreased-2,010 SH
ELI LILLY & CO	COM	$409K	0.2%Prev: 0.1%	353 SH	Increased+70 SH
EMCOR GROUP INC	COM	$1.0M	0.4%Prev: 0.4%	1,355 SH	Increased-140 SH
EMERSON ELEC CO	COM	$264K	0.1%	1,704 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$198K	0.1%Prev: 0.1%	10,010 SH	Increased-400 SH
EOG RES INC	COM	$1.5M	0.6%Prev: 0.5%	10,866 SH	Increased+723 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.5M	0.5%	8,925 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$603K	0.2%Prev: 0.2%	2,011 SH	Increased-578 SH
FIRST INTST BANCSYSTEM INC	COM	$951K	0.4%Prev: 0.3%	26,609 SH	Increased+114 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$268K	0.1%Prev: 0.3%	15,731 SH	Decreased-26,222 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$221K	0.1%Prev: 0.3%	2,143 SH	Decreased-6,613 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$254K	0.1%Prev: 0.6%	3,240 SH	Decreased-19,272 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$217K	0.1%	5,338 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$220K	0.1%	1,242 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$1.2M	0.5%Prev: 0.5%	25,202 SH	Increased-1,691 SH
GE AEROSPACE	COM NEW	$222K	0.1%Prev: 0.1%	712 SH	Increased+24 SH
GLOBAL X FDS	US INFR DEV ETF	$386K	0.1%Prev: 0.1%	7,350 SH	Increased-300 SH
GOLDMAN SACHS GROUP INC	COM	$206K	0.1%	229 SH	New
HOME DEPOT INC	COM	$1.1M	0.4%Prev: 0.6%	3,693 SH	Decreased+131 SH
HONEYWELL AEROSPACE INC	COM	$328K	0.1%	2,119 SH	New
HONEYWELL INTL INC	COM	$464K	0.2%Prev: 0.4%	2,201 SH	Decreased-2,148 SH
INTEL CORP	COM	$753K	0.3%Prev: 0.1%	6,260 SH	Increased-40 SH
INTERNATIONAL BUSINESS MACHS	COM	$359K	0.1%Prev: 0.2%	1,632 SH	Decreased+246 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$393K	0.1%Prev: 0.9%	1,290 SH	Decreased-7,621 SH
INVESCO EXCH TRADED FD TR II	PURBTA MSCI US	$450K	0.2%Prev: 1.0%	5,876 SH	Decreased-29,933 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$21.7M	8.2%Prev: 6.8%	143,430 SH	Increased+5,687 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$242K	0.1%Prev: 0.1%	12,417 SH	Decreased-4,431 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$243K	0.1%Prev: 0.1%	12,059 SH	Decreased-4,388 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$11.8M	4.4%Prev: 3.7%	105,340 SH	Increased+18,847 SH
ISHARES TR	0-3 MTH TREASURY	$589K	0.2%	5,850 SH	New
ISHARES TR	CORE MSCI EAFE	$273K	0.1%	2,819 SH	New
ISHARES TR	CORE S&P MCP ETF	$209K	0.1%	2,910 SH	New
ISHARES TR	CORE S&P SCP ETF	$582K	0.2%Prev: 0.2%	4,276 SH	Increased+474 SH
ISHARES TR	CORE S&P500 ETF	$36.8M	13.8%Prev: 12.3%	48,043 SH	Increased+3,455 SH
ISHARES TR	ESG MSCI KLD ETF	$705K	0.3%	4,824 SH	New
ISHARES TR	MSCI USA MIN ETF	$300K	0.1%	3,079 SH	New
ISHARES TR	MSCI USA QLT FCT	$1.1M	0.4%Prev: 0.4%	4,882 SH	Increased-153 SH
ISHARES TR	RUS 1000 GRW ETF	$8.8M	3.3%Prev: 3.4%	69,891 SH	Increased+52,318 SH
ISHARES TR	RUS MID CAP ETF	$538K	0.2%Prev: 0.2%	5,045 SH	Increased-247 SH
ISHARES TR	SELECT DIVID ETF	$280K	0.1%Prev: 0.1%	1,840 SH	Increased-96 SH
JACOBS SOLUTIONS INC	COM	$380K	0.1%Prev: 0.2%	2,806 SH	Decreased+6 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$219K	0.1%	4,348 SH	New
JOHNSON & JOHNSON	COM	$468K	0.2%Prev: 0.1%	1,766 SH	Increased-11 SH
JPMORGAN CHASE & CO	COM	$2.2M	0.8%	6,713 SH	New
KINDER MORGAN INC DEL	COM	$846K	0.3%Prev: 0.3%	28,068 SH	Increased-412 SH
KROGER CO	COM	$479K	0.2%Prev: 0.2%	8,168 SH	Decreased-234 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$181K	0.1%Prev: 0.1%	31,349 SH	Decreased-790 SH
LOCKHEED MARTIN CORP	COM	$949K	0.4%Prev: 0.4%	1,864 SH	Increased+83 SH
LOWES COS INC	COM	$509K	0.2%Prev: 0.3%	2,763 SH	Decreased+158 SH
MARATHON PETE CORP	COM	$435K	0.2%Prev: 0.1%	1,100 SH	Increased+28 SH
MARVELL TECHNOLOGY INC	COM	$452K	0.2%	1,709 SH	New
MASTERCARD INCORPORATED	CL A	$491K	0.2%Prev: 0.2%	891 SH	Decreased+14 SH
MCDONALDS CORP	COM	$249K	0.1%Prev: 0.1%	1,079 SH	Decreased+57 SH
META PLATFORMS INC	CL A	$851K	0.3%Prev: 0.3%	1,174 SH	Increased+253 SH
MICRON TECHNOLOGY INC	COM	$2.2M	0.8%	2,079 SH	New
MICROSOFT CORP	COM	$7.4M	2.8%Prev: 3.1%	14,345 SH	Decreased-36 SH
MORGAN STANLEY	COM NEW	$345K	0.1%Prev: 0.2%	1,834 SH	Decreased-1,512 SH
NETFLIX INC.	COM	$925K	0.3%	13,294 SH	New
NEXTERA ENERGY INC	COM	$226K	0.1%	2,989 SH	New
NORTHROP GRUMMAN CORP	COM	$436K	0.2%Prev: 0.1%	902 SH	Increased+520 SH
NOVARTIS AG	SPONSORED ADR	$772K	0.3%Prev: 0.3%	5,414 SH	Increased+390 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$534K	0.2%Prev: 0.3%	53,685 SH	Decreased
NUVEEN QUALITY MUNCP INCOME	COM	$158K	0.1%	15,632 SH	New
NVIDIA CORPORATION	COM	$7.5M	2.8%Prev: 1.8%	32,918 SH	Increased+9,203 SH
OWENS CORNING NEW	COM	$338K	0.1%	2,897 SH	New
PACER FDS TR	US CASH COWS 100	$10.0M	3.8%Prev: 6.8%	149,478 SH	Decreased-136,915 SH
PALANTIR TECHNOLOGIES INC	CL A	$238K	0.1%	1,272 SH	New
PALO ALTO NETWORKS INC	COM	$451K	0.2%Prev: 0.1%	1,135 SH	Increased-136 SH
PARKER-HANNIFIN CORP	COM	$330K	0.1%Prev: 0.1%	345 SH	Increased-1 SH
PEPSICO INC	COM	$801K	0.3%Prev: 0.4%	6,318 SH	Decreased-648 SH
PHILIP MORRIS INTL INC	COM	$208K	0.1%	1,091 SH	New
PROCTER & GAMBLE CO	COM	$869K	0.3%	5,985 SH	New
QUALCOMM INC	COM	$234K	0.1%Prev: 0.1%	1,272 SH	Increased-25 SH
QUANTUM COMPUTING INC	COM	$97K	0.0%Prev: 0.1%	11,500 SH	Decreased-3,750 SH
RTX CORPORATION	COM	$279K	0.1%Prev: 0.1%	1,502 SH	Increased+222 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	0.5%Prev: 0.4%	41,266 SH	Increased+421 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$927K	0.3%Prev: 0.6%	28,502 SH	Decreased-22,527 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.3M	1.3%Prev: 1.5%	100,548 SH	Decreased-23,776 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$365K	0.1%Prev: 0.2%	10,731 SH	Decreased-2,397 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.6M	0.6%	8,330 SH	New
SERVICENOW INC	COM	$1.8M	0.7%Prev: 0.9%	13,376 SH	Decreased+10,928 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$495K	0.2%	3,283 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$643K	0.2%	12,801 SH	New
SPDR SERIES TRUST	ST INTER BD ETF	$654K	0.2%	20,271 SH	New
SPDR SERIES TRUST	ST STR AGGRE ETF	$1.1M	0.4%	44,470 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$217K	0.1%	1,766 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$2.9M	1.1%	31,868 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$872K	0.3%	5,955 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	0.4%	1,411 SH	New
STRYKER CORPORATION	COM	$263K	0.1%Prev: 0.1%	953 SH	Decreased-35 SH
SUNCOKE ENERGY INC	COM	$337K	0.1%	35,692 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$281K	0.1%	617 SH	New
TESLA INC	COM	$310K	0.1%Prev: 0.3%	874 SH	Decreased-575 SH
TEXAS INSTRS INC	COM	$1.0M	0.4%Prev: 0.3%	3,633 SH	Increased-337 SH
TRI CONTL CORP	COM	$996K	0.4%Prev: 0.4%	29,014 SH	Decreased-1,837 SH
UNION PAC CORP	COM	$3.4M	1.3%Prev: 1.2%	12,628 SH	Increased+53 SH
UNITED PARCEL SVCS INC	CL B	$752K	0.3%	8,045 SH	New
UNITEDHEALTH GROUP INC	COM	$813K	0.3%	2,215 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$21.0M	7.9%Prev: 7.3%	198,996 SH	Increased+20,387 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$251K	0.1%	2,784 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$1.7M	0.7%	4,664 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$302K	0.1%Prev: 0.1%	431 SH	Increased+27 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$236K	0.1%Prev: 0.1%	2,849 SH	Increased-120 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.5M	2.4%Prev: 2.3%	82,426 SH	Increased+16,323 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.0M	0.4%Prev: 0.4%	13,059 SH	Decreased-363 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$223K	0.1%Prev: 0.1%	1,439 SH	Increased+4 SH
VANGUARD WORLD FD	INF TECH ETF	$406K	0.2%Prev: 0.1%	3,232 SH	Increased+2,828 SH
VENU HLDG CORP	COM	$149K	0.1%Prev: 0.4%	105,060 SH	Decreased+35,060 SH
VISA INC	COM CL A	$2.5M	0.9%Prev: 1.0%	6,941 SH	Increased-362 SH
WALMART INC	COM	$717K	0.3%Prev: 0.3%	6,900 SH	Decreased-115 SH
WESTERN ASSET MANAGED MUNS F	COM	$102K	0.0%Prev: 0.0%	11,371 SH	Decreased
WISDOMTREE TR	FLOATNG RAT TREA	$256K	0.1%Prev: 0.1%	5,089 SH	Decreased-1,564 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $459K
BANK AMERICA CORP — $636K
CAPITAL GROUP DIVIDEND VALUE — $591K
CHEVRON CORP NEW — $1.7M
CLEVELAND-CLIFFS INC NEW — $138K
COMCAST CORP NEW — $586K
COSTCO WHSL CORP NEW — $882K
EXXON MOBIL CORP — $1.1M
FIRST TR EXCH TRADED FD III — $340K
FIRST TR EXCHANGE TRADED FD — $736K
FIRST TR EXCHANGE-TRADED FD — $1.6M
FIRST TR EXCHANGE-TRADED FD — $263K
FIRST TR EXCHANGE-TRADED FD — $1.4M
FIRST TR EXCHNG TRADED FD VI — $231K
FIRST TR EXCHNG TRADED FD VI — $692K
GUGGENHEIM STRATEGIC OPPORTU — $151K
ISHARES BITCOIN TRUST ETF — $476K
ISHARES TR — $1.2M
ISHARES TR — $617K
ISHARES TR — $641K
… and 21 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