DOSSIER · 13F-HR · Q2 2026

Altus Wealth Group LLC

$277M in tracked AUM across 155 positions as of Q2 2026.

AW
CIK 0001842572 · last filed Jun 30, 2026
Total AUM
$277M
as of Q2 2026
Holdings
155
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Altus Wealth Group LLC's $240M, 144-name 13F for Q1 2026 is an ETF-first institutional product whose top layer is entirely vehicle-driven: IVV (S&P 500) at 12.3%, MOAT (broad moat strategy) at 7.8%, SPMO (S&P 500 momentum) at 6.5%, DIVO (covered call income) at 5.4%, and COWZ (U.S. high dividend) at 4.1% give a structural profile that is factor-tilted ETF overlay rather than name-selective equity management. Six ETFs in the top eight holdings and zero genuine single-stock positions in the top layer confirm this is a wrapper or multi-sleeve product where manager alpha comes from sleeve selection, vehicle selection, and rebalancing discipline rather than from fundamental company research. With whaleScore of 52.75 across 144 names averaging $1.7M each, the book lacks the position sizing and name conviction that characterize genuine smart-money allocators — the relevant signal for this filing is vehicle-selection rather than security-selection activity.

144 names at $240M averages to $1.7M per position — sub-$5M scale for individual names indicates residual factor-filler strategy, not a name-research agenda.

Classification: CIK 0001842572. 144 holdings, 6 ETFs in top 8, ETF core structure, whaleScore 52.75. PASSIVE / ETF overlay — decline as passive_index.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$35M47K12.6%
02
SPMO
INVESCO EXCH TRADED FD TR II
$23M144K8.4%
03
MOAT
VANECK ETF TRUST
$20M197K7.4%
04
DIVO
AMPLIFY ETF TR
$14M301K5.0%
05
XMHQ
INVESCO EXCHANGE TRADED FD T
$11M100K4.1%
06
COWZ
PACER FDS TR
$10M157K3.5%
07
AAPL
APPLE INC
$10M34K3.5%
08
IWF
ISHARES TR
$9M71K3.2%
09
NVDA
NVIDIA CORPORATION
$7M36K2.6%
10
VCIT
VANGUARD SCOTTSDALE FDS
$6M73K2.2%

Filing history

2026Q2Jun 30
$277M 13.4%
155 positionsView →
2026Q1Mar 31
$244M 2.4%
144 positionsView →
2025Q4Dec 31
$250M 2.8%
142 positionsView →
2025Q3Sep 30
$244M 7.8%
143 positionsView →
2025Q2Jun 30
$226M 5.8%
138 positionsLocked
2025Q1Mar 31
$214M 5.5%
133 positionsLocked
2024Q4Dec 31
$226M 3.4%
143 positionsLocked
2024Q3Sep 30
$234M 17.1%
144 positionsLocked
2024Q2Jun 30
$200M 0.1%
133 positionsLocked
2024Q1Mar 31
$199M 10.5%
139 positionsLocked
2023Q4Dec 31
$180M 10.8%
141 positionsLocked
2023Q2Jun 30
$163M 9.7%
136 positionsLocked
Showing 12 of 21