What Altus Wealth Group LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1842572 · Filed Jul 17, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES TRCORE S&P500 ETF | 46.8K | +2.1% | $35M | 12.6% |
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM | 143.8K | +1.1% | $23.2M | 8.4% |
VANECK ETF TRUSTMRNGSTR WDE MOAT | 197.1K | +0.5% | $20.5M | 7.4% |
AMPLIFY ETF TRCWP ENHANCED DIV |
| 301K |
| +2.5% |
| $13.8M |
| 5% |
INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY | 99.8K | +3.0% | $11.3M | 4.1% |
PACER FDS TRUS CASH COWS 100 | 156.6K | −2.6% | $9.7M | 3.5% |
AAPLApple Inc. | 33.6K | +3.0% | $9.7M | 3.5% |
ISHARES TRRUS 1000 GRW ETF | 70.5K | +299.9% | $8.8M | 3.2% |
NVDANVIDIA Corp | 35.6K | +44.8% | $7.1M | 2.6% |
VANGUARD SCOTTSDALE FDSINT-TERM CORP | 73.4K | +3.2% | $6.1M | 2.2% |
MSFTMicrosoft Corp | 15.3K | +5.1% | $5.7M | 2.1% |
GOOGLAlphabet Inc. | 14.6K | +5.9% | $5.2M | 1.9% |
AVGOBroadcom Inc. | 12.8K | −0.1% | $4.8M | 1.7% |
BLDRBuilders FirstSource, Inc. | 48.1K | +0.0% | $4.3M | 1.6% |
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | 75.1K | New | $3.7M | 1.3% |
SCHWAB STRATEGIC TRUS LCAP VA ETF | 105.4K | +1.1% | $3.7M | 1.3% |
UNPUnion Pacific Corp | 12.7K | −0.9% | $3.5M | 1.2% |
AMZNAmazon Com Inc | 12.3K | +1.3% | $2.9M | 1.1% |
SPDR SERIES TRUSTST STR PR SP1500 | 32.1K | New | $2.9M | 1.1% |
MUMicron Technology Inc | 2.1K | +6.4% | $2.5M | 0.9% |
AEPAmerican Electric Power Co Inc | 17.9K | +0.5% | $2.5M | 0.9% |
JPMJPMorgan Chase & Co | 7.4K | +3.4% | $2.4M | 0.9% |
VVisa Inc. | 7K | +2.8% | $2.4M | 0.9% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 3.8K | −3.8% | $1.9M | 0.7% |
INVESCO EXCH TRADED FD TR IIPURBTA MSCI US | 24.3K | −34.9% | $1.8M | 0.7% |
BXBlackstone Inc. | 15.4K | −11.0% | $1.8M | 0.7% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 5.8K | −34.6% | $1.8M | 0.6% |
CVXChevron Corp | 10.2K | −1.0% | $1.7M | 0.6% |
AMERICAN CENTY ETF TRAVANTIS ALL INT | 20K | −34.4% | $1.7M | 0.6% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 8.3K | New | $1.6M | 0.6% |
VANGUARD INDEX FDSTOTAL STK MKT | 4.1K | +0.2% | $1.5M | 0.5% |
ISHARES TR0-3 MTH TREASURY | 14.6K | New | $1.5M | 0.5% |
EOGEOG Resources Inc | 11.1K | −4.9% | $1.4M | 0.5% |
HDHome Depot, Inc. | 3.9K | +4.8% | $1.4M | 0.5% |
NOWServiceNow, Inc. | 13.7K | −2.3% | $1.4M | 0.5% |
EXXON MOBIL CORPCOM | 9.5K | −2.1% | $1.3M | 0.5% |
GOOGAlphabet Inc. | 3.6K | +12.4% | $1.3M | 0.5% |
FIRST TR EXCHANGE-TRADED FDSHS | 25.3K | −2.5% | $1.2M | 0.4% |
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | 15.1K | −32.1% | $1.2M | 0.4% |
EMEEMCOR Group, Inc. | 1.5K | +0.2% | $1.2M | 0.4% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 41.2K | +0.2% | $1.2M | 0.4% |
SPDR SERIES TRUSTST STR AGGRE ETF | 46.6K | New | $1.2M | 0.4% |
TXNTexas Instruments Inc | 3.7K | +3.9% | $1.1M | 0.4% |
SPYSPDR S&P 500 ETF Trust | 1.4K | −40.3% | $1.1M | 0.4% |
FIBKFirst Interstate Bancsystem Inc | 27K | +0.0% | $1M | 0.4% |
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | 13K | −2.1% | $1M | 0.4% |
AMDAdvanced Micro Devices Inc | 1.8K | +4.0% | $1M | 0.4% |
ABBVAbbVie Inc. | 4.1K | +4.5% | $1M | 0.4% |
TYTRI-CONTINENTAL Corp | 29.3K | −1.0% | $1M | 0.4% |
ISHARES TRMSCI USA QLT FCT | 4.5K | +0.1% | $994.3K | 0.4% |
WMTWalmart Inc. | 8.6K | +5.5% | $978.7K | 0.4% |
COSTCostco Wholesale Corp | 1K | +4.1% | $966.3K | 0.3% |
LMTLockheed Martin Corp | 1.9K | +0.4% | $958.8K | 0.3% |
GLWCorning Inc | 3.7K | +1.0% | $936.7K | 0.3% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 29.5K | −7.6% | $934.5K | 0.3% |
UNHUnitedHealth Group Inc | 2.2K | +7.1% | $924.8K | 0.3% |
NFLXNetflix Inc | 12.7K | +3.8% | $906.4K | 0.3% |
ATOAtmos Energy Corp | 5.3K | −0.1% | $906.3K | 0.3% |
KMIKinder Morgan, Inc. | 28.2K | +1.7% | $902.6K | 0.3% |
SPDR SERIES TRUSTST STR SP DIV | 5.9K | New | $898K | 0.3% |
PGPROCTER & GAMBLE Co | 5.9K | +1.8% | $869.2K | 0.3% |
INTCIntel Corp | 6.2K | −6.1% | $862.7K | 0.3% |
NVSNovartis AG | 5.5K | +0.1% | $856.2K | 0.3% |
PEPPepsiCo Inc | 6.3K | +0.5% | $853.3K | 0.3% |
UPSUnited Parcel Service Inc | 7.9K | +0.3% | $845.6K | 0.3% |
AMATApplied Materials Inc | 1.2K | −0.9% | $833.6K | 0.3% |
FIRST TR EXCHANGE TRADED FDRBA INDL ETF | 6.1K | −31.8% | $807K | 0.3% |
FIRST TR EXCHANGE TRADED FDSMID RISNG ETF | 18.3K | −43.6% | $789.9K | 0.3% |
CATCaterpillar Inc | 735 | +13.3% | $782.9K | 0.3% |
AMERICAN CENTY ETF TRDIVERSIFIED MU | 15.2K | +48.7% | $774.6K | 0.3% |
CSCOCisco Systems, Inc. | 6.5K | +4.7% | $764.7K | 0.3% |
FIRST TR EXCHANGE-TRADED FDGROWTH STRENGTH | 20.6K | −47.9% | $762.6K | 0.3% |
BACBank of America Corp | 12.2K | −0.6% | $695.6K | 0.3% |
ISHARES TRESG MSCI KLD ETF | 4.8K | New | $686.9K | 0.2% |
METAMeta Platforms, Inc. | 1.2K | +19.1% | $681K | 0.2% |
SPDR SERIES TRUSTST INTER BD ETF | 20K | New | $669.5K | 0.2% |
SPDR INDEX SHS FDSST STR PO EX ETF | 13K | New | $653.8K | 0.2% |
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF | 7.2K | −33.7% | $647.4K | 0.2% |
LOWLowe's Companies Inc | 2.9K | +9.2% | $630.6K | 0.2% |
NEANuveen AMT-Free Quality Municipal Income Fund | 53.7K | ±0% | $630.3K | 0.2% |
AMGNAmgen Inc | 1.7K | −0.2% | $603.1K | 0.2% |
FIRST TR EXCHNG TRADED FD VISMITH OPPORT FXD | 13.8K | −17.8% | $599.7K | 0.2% |
JANUS DETROIT STR TRHENDERSN SML ETF | 5.9K | −37.1% | $595.7K | 0.2% |
FIDELITY COVINGTON TRUSTMSCI INFO TECH I | 2.1K | −4.9% | $593.4K | 0.2% |
FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF | 33.1K | −14.7% | $592.3K | 0.2% |
MSMorgan Stanley | 2.8K | −6.0% | $586K | 0.2% |
ISHARES TRRUS MID CAP ETF | 5K | −2.5% | $556.1K | 0.2% |
ISHARES TRCORE S&P SCP ETF | 3.7K | ±0% | $556K | 0.2% |
MRVLMarvell Technology, Inc. | 1.8K | New | $543K | 0.2% |
HONHoneywell International Inc | 2.2K | New | $503.1K | 0.2% |
HONAHoneywell Aerospace Inc. | 2.2K | New | $492.1K | 0.2% |
BEBloom Energy Corp | 1.6K | ±0% | $477.1K | 0.2% |
IBMInternational Business Machines Corp | 1.7K | +12.0% | $468.2K | 0.2% |
JNJJohnson & Johnson | 1.8K | +5.5% | $463.1K | 0.2% |
NOCNorthrop Grumman Corp | 908 | +55.5% | $462.5K | 0.2% |
OCOwens Corning | 2.9K | +2.3% | $456.4K | 0.2% |
KRKroger Co | 8.2K | +0.8% | $456.3K | 0.2% |
LLYELI LILLY & Co | 375 | +20.6% | $449.8K | 0.2% |
DISWalt Disney Co | 4.6K | −1.9% | $447.1K | 0.2% |
GLOBAL X FDSUS INFR DEV ETF | 7.4K | −6.4% | $433.1K | 0.2% |
MAMastercard Inc | 835 | −4.0% | $428.9K | 0.2% |
TSLATesla, Inc. | 1K | −37.8% | $424.8K | 0.2% |
PANWPalo Alto Networks Inc | 1.2K | New | $397.3K | 0.1% |
SCHWAB STRATEGIC TRUS MID-CAP ETF | 10.6K | +0.0% | $390.5K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 3.2K | +700.0% | $386.3K | 0.1% |
PHParker-Hannifin Corp | 365 | +8.3% | $357K | 0.1% |
JJacobs Solutions Inc. | 2.8K | +0.6% | $354.8K | 0.1% |
MCDMcDonald's Corp | 1.2K | +7.1% | $315.2K | 0.1% |
SYKStryker Corp | 991 | +2.9% | $312K | 0.1% |
COFCapital One Financial Corp | 1.5K | +12.7% | $306.1K | 0.1% |
KOCoca Cola Co | 3.8K | +4.4% | $305.8K | 0.1% |
ETNEaton Corp plc | 715 | +7.5% | $304.7K | 0.1% |
RTXRTX Corp | 1.6K | +6.5% | $296.5K | 0.1% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 430 | ±0% | $295.4K | 0.1% |
GEGeneral Electric Co | 784 | New | $293K | 0.1% |
MPCMarathon Petroleum Corp | 1.1K | +6.3% | $291.5K | 0.1% |
ISHARES TRSELECT DIVID ETF | 1.9K | +3.2% | $291.4K | 0.1% |
SXCSunCoke Energy, Inc. | 36K | −3.0% | $289.6K | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 587 | New | $280.3K | 0.1% |
NEENextEra Energy Inc | 3.1K | −11.4% | $274.1K | 0.1% |
MOAltria Group, Inc. | 3.8K | +1.8% | $270.7K | 0.1% |
BABoeing Co | 1.2K | +0.9% | $262.1K | 0.1% |
ISHARES TRCORE MSCI EAFE | 2.7K | ±0% | $260.7K | 0.1% |
GSGoldman Sachs Group Inc | 257 | New | $259.9K | 0.1% |
WISDOMTREE TRFLOATNG RAT TREA | 5K | −11.6% | $254.1K | 0.1% |
FLEXSHARES TRMORNSTAR UPSTR | 5.2K | New | $254K | 0.1% |
QCOMQualcomm Inc | 1.4K | New | $253.4K | 0.1% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 3K | ±0% | $248.7K | 0.1% |
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28 | 12K | +0.2% | $245.1K | 0.1% |
JANUS DETROIT STR TRHENDRSON AAA CL | 4.8K | New | $244.1K | 0.1% |
EMREmerson Electric Co | 1.7K | +1.9% | $242.2K | 0.1% |
INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB | 12.4K | +0.2% | $242K | 0.1% |
VENUVenu Holding Corp | 105.1K | +16.7% | $238.5K | 0.1% |
EOSEaton Vance Enhanced Equity Income Fund II | 10.7K | ±0% | $235.1K | 0.1% |
ADBEAdobe Inc. | 1.1K | +1.5% | $232.3K | 0.1% |
DEDeere & Co | 366 | New | $232.2K | 0.1% |
GEVGE Vernova Inc. | 196 | New | $230.3K | 0.1% |
ISHARES TRMSCI USA MIN ETF | 2.4K | New | $229.5K | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 1.4K | +0.1% | $227.2K | 0.1% |
ISHARES TRCORE S&P MCP ETF | 2.9K | New | $224.4K | 0.1% |
APOApollo Global Management, Inc. | 1.9K | +0.9% | $221.1K | 0.1% |
FIRST TR EXCHANGE-TRADED FDNASDQ CLN EDGE | 1.1K | New | $216.6K | 0.1% |
FIRST TR EXCH TRADED FD IIIMUNI HI INCM ETF | 4.4K | −42.7% | $211K | 0.1% |
SPDR SERIES TRUSTST STR P500GRW | 1.8K | New | $209.3K | 0.1% |
TAT&T Inc. | 10.1K | +6.6% | $208.3K | 0.1% |
VANGUARD INDEX FDSSM CP VAL ETF | 852 | New | $207K | 0.1% |
PMPhilip Morris International Inc. | 1.1K | New | $206.5K | 0.1% |
BLKBlackRock, Inc. | 208 | New | $200K | 0.1% |
NADNuveen Quality Municipal Income Fund | 15.8K | ±0% | $191.9K | 0.1% |
ETEnergy Transfer LP | 10K | −2.9% | $191.4K | 0.1% |
USALiberty ALL Star Equity Fund | 31.8K | ±0% | $184.6K | 0.1% |
MMUWestern Asset Managed Municipals Fund Inc. | 11.4K | ±0% | $118.5K | 0.1% |
QUBTQuantum Computing Inc. | 11.8K | −11.3% | $114K | 0.1% |
RITMRithm Capital Corp. | 10.9K | ±0% | $102.5K | 0.1% |
| 100 | ±0% | $74.7K | 0.1% |