Altus Wealth Group LLC
CIK 1842572 · Holdings on Jun 30, 2026 · First reported Jul 17, 2026
Top ten holdings
Q2 2026- IVV12.65%
- SPMO8.39%
- MOAT7.40%
- DIVO4.97%
- XMHQ4.07%
- COWZ3.52%
- AAPL3.51%
- IWF3.16%
- NVDA2.57%
- VCIT2.19%
Share classes counted separately52.43%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPMOWeight increased · +1.85 pp6.54% → 8.39%Shares +1.57K (+1.10%)
- NVDAWeight increased · +0.81 pp1.76% → 2.57%Shares +11.00K (+44.77%)
- MUWeight increased · +0.61 pp0.28% → 0.89%Shares +128 (+6.37%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $35.02M | 12.65% | 46.76K shares | 12.25% → 12.65%+0.40 pp +980 (+2.14%) | Added | ↗▾ |
| 02 | SPMOINVESCO S&P 500 MOMENTUM ETFS&P 500 MOMNTM View history and evidence | $23.23M | 8.39% | 143.83K shares | 6.54% → 8.39%+1.85 pp +1.57K (+1.10%) | Added | ↗▾ |
| 03 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $20.49M | 7.40% | 197.07K shares | 7.77% → 7.40%-0.37 pp +996 (+0.51%) | Added | ↗▾ |
| 04 | DIVOAMPLIFY CWP ENHAN DIVID ETFCWP ENHANCED DIV View history and evidence | $13.75M | 4.97% | 300.98K shares | 5.39% → 4.97%-0.42 pp +7.46K (+2.54%) | Added | ↗▾ |
| 05 | XMHQINVESCO S&P MIDCAP QUAL ETFS&P MDCP QUALITY View history and evidence | $11.27M | 4.07% | 99.82K shares | 4.10% → 4.07%-0.03 pp +2.94K (+3.04%) | Added | ↗▾ |
| 06 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $9.74M | 3.52% | 156.64K shares | 4.12% → 3.52%-0.60 pp -4.13K (-2.57%) | Reduced | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $9.72M | 3.51% | 33.60K shares | 3.39% → 3.51%+0.12 pp +974 (+2.99%) | Added | ↗▾ |
| 08 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $8.76M | 3.16% | 70.54K shares | 3.08% → 3.16%+0.08 pp +52.90K (+299.85%) | Added | ↗▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $7.12M | 2.57% | 35.58K shares | 1.76% → 2.57%+0.81 pp +11.00K (+44.77%) | Added | ↗▾ |
| 10 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $6.06M | 2.19% | 73.36K shares | 2.41% → 2.19%-0.22 pp +2.29K (+3.23%) | Added | ↗▾ |
Options overlay 1
$74.68K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Put | 100 | $74.68K | 0 (0.00%) | ▾ |
1 / 1 options · preview only
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IBIT ISHARES BITCOIN TRUST ETF | Non-derivative | -11,255 | -$432.42K | SEC filing ↗ | SEC filing ↗ |
| KTOS KRATOS DEFENSE & SECURITY | Non-derivative | -3,802 | -$268.08K | SEC filing ↗ | SEC filing ↗ |
| SCHZ SCHWAB US AGGREGATE BOND ETF | Non-derivative | -9,705 | -$225.35K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1842572 · Period Jun 30, 2026
Data loaded Oct 15, 2026 · First reported Jul 17, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 276835370
}Research all 155 reported holdings.
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