StockDriftsStockDriftsTop 50 Altus Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.83% | 48.0K | $36.8M | +2.74%(+1.28K) | $525.22(+47.11%) | 2026-09-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 8.17% | 143.4K | $21.7M | -0.28%(-396) | $94.62(+50.36%) | 2026-09-30 | |
| MOAT | VANECK ETF TRUST | 7.91% | 199.0K | $21.0M | +0.98%(+1.93K) | $80.49(+38.71%) | 2026-09-30 | |
| DIVO | AMPLIFY ETF TR | 5.6% | 320.3K | $14.9M | +6.42%(+19.32K) | $43.50(+10.36%) | 2026-09-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 4.42% | 105.3K | $11.8M | +5.53%(+5.52K) | $99.96(+15.81%) | 2026-09-30 | |
| COWZ | PACER FDS TR | 3.75% | 149.5K | $10.0M | -4.57%(-7.17K) | $55.07(+28.98%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.71% | 29.6K | $9.9M | -11.87%(-3.99K) | $140.81(+141.53%) | 2026-09-30 | |
| IWF | ISHARES TR | 3.29% | 69.9K | $8.8M | -0.92%(-647) | $57.85(+111.98%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.83% | 32.9K | $7.5M | -7.47%(-2.66K) | $96.71(+124.18%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.77% | 14.3K | $7.4M | -6.37%(-976) | $288.35(+84.67%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.30% | +53.29% | +9.72% | +59.02% |
| Top 20 Holdings Unweighted | +13.40% | +45.82% | +8.28% | +48.84% |
Altus Wealth Group LLC reports $265.95M in US-listed equity holdings across 147 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.8%), SPMO (8.2%) and MOAT (7.9%). The top 20 holdings account for 70.68% of reported assets. Its disclosed equity book has returned +53.29% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Altus Wealth Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842572). View Altus Wealth Group LLC’s 13F filings on SEC