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Filers›Holding Co.›Altus Wealth Group LLC
DOSSIER · 13F-HR · Q1 2026

Altus Wealth Group LLC

Altus Wealth's holding co. based in Boston, MA — $244M in tracked AUM across 144 positions as of Q1 2026.

AW
Altus Wealth·Boston, MA·Holding Co.
CIK 0001842572 · last filed Mar 31, 2026
Total AUM
$244M
▼ 12.6%
vs prior
Holdings
144
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Altus Wealth Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$30M46K12.3%
02
MOAT
VANECK ETF TRUST
$19M196K7.8%
03
SPMO
INVESCO EXCH TRADED FD TR II
$16M142K6.5%
04
DIVO
AMPLIFY ETF TR
$13M294K5.4%
05
COWZ
PACER FDS TR
$10M161K4.1%
06
XMHQ
INVESCO EXCHANGE TRADED FD T
$10M97K4.1%
07
AAPL
APPLE INC
$8M33K3.4%
08
IWF
ISHARES TR
$8M18K3.1%
09
VCIT
VANGUARD SCOTTSDALE FDS
$6M71K2.4%
10
MSFT
MICROSOFT CORP
$5M15K2.2%

Filing history

Filing history loading…
AI Agent · grounded in Altus
haiku-4-5 · 144 positions indexed
Sector mix
  • Tech35%
  • Financials13%
  • Health Care4%
  • Communications29%
  • Industrials15%
  • Other4%
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