Altus Wealth Group LLC
$277M in tracked AUM across 155 positions as of 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.
Quarter at a glance — Q2 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q2 2026.