Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Altus Wealth Group LLC (CIK 1842572) reported $244.1M across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($29.9M, 12.25%), MOAT ($19.0M, 7.77%), SPMO ($15.9M, 6.53%), DIVO ($13.2M, 5.39%), COWZ ($10.1M, 4.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $29.9M | 12.25% | 45,781 | Trimmed |
| 2 | MOAT | VANECK ETF TRUST | $19.0M | 7.77% | 196,074 | Added |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | $15.9M | 6.53% | 142,258 | Trimmed |
| 4 | DIVO | AMPLIFY ETF TR | $13.2M | 5.39% | 293,519 | Added |
| 5 | COWZ | PACER FDS TR | $10.1M | 4.12% | 160,777 | Trimmed |
| 6 | XMHQ | INVESCO EXCHANGE TRADED FD T | $10.0M | 4.10% | 96,877 | Added |
| 7 | AAPL | APPLE INC | $8.3M | 3.39% | 32,625 | Added |
| 8 | IWF | ISHARES TR | $7.5M | 3.08% | 17,641 | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $5.9M | 2.41% | 71,069 | Added |
| 10 | MSFT | MICROSOFT CORP | $5.4M | 2.21% | 14,580 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $4.3M | 1.76% | 24,575 | Added |
| 12 | GOOGL | ALPHABET INC | $4.0M | 1.62% | 13,757 | Added |
| 13 | BLDR | BUILDERS FIRSTSOURCE INC | $4.0M | 1.62% | 48,066 | Added |
| 14 | AVGO | BROADCOM INC | $4.0M | 1.62% | 12,774 | Trimmed |
| 15 | SCHV | SCHWAB STRATEGIC TR | $3.2M | 1.30% | 104,296 | Trimmed |
| 16 | UNP | UNION PAC CORP | $3.1M | 1.27% | 12,799 | Added |
| 17 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $2.7M | 1.12% | 64,112 | Added |
| 18 | SPTM | SPDR SERIES TRUST | $2.6M | 1.05% | 32,541 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $2.5M | 1.03% | 12,115 | Added |
| 20 | PBUS | INVESCO EXCH TRADED FD TR II | $2.4M | 0.99% | 37,267 | Added |
| 21 | AEP | AMERICAN ELEC PWR CO INC | $2.3M | 0.96% | 17,851 | Trimmed |
| 22 | AVNM | AMERICAN CENTY ETF TR | $2.3M | 0.95% | 30,545 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $2.1M | 0.87% | 7,201 | Added |
| 24 | CVX | CHEVRON CORPORATION | $2.1M | 0.87% | 10,287 | Trimmed |
| 25 | QQQM | INVESCO EXCH TRADED FD TR II | $2.1M | 0.87% | 8,932 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31