Investor
Altus Wealth Group LLC
CIK 0001842572 · filed 2026-04-27 · SEC filing
13F book
$244.1M
Positions
143
9 new · 8 sold
Largest name
12.3%
Ishares Tr
Est. mark
−$8.71M
Price effect on 134 names still held. Flow $2.51M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 45.8K | $29.9M | 12.3% | −$1.45M | Cut−$2.06M |
| Vaneck Etf Trust | — | 196.1K | $19M | 7.8% | −$1.29M | Added−$493.3K |
| Invesco Exch Traded Fd Tr Ii | — | 142.3K | $15.9M | 6.5% | −$1.03M | Cut−$1.36M |
| Amplify Etf Tr | — | 293.5K | $13.2M | 5.4% | $59.7K | Added$5.57M |
| Pacer Fds Tr | — | 160.8K | $10.1M | 4.1% | $384.3K | Cut−$4.77M |
| Invesco Exchange Traded Fd T | — | 96.9K | $10M | 4.1% | $83.8K | Added$973.8K |
| Apple Inc. | AAPL | 32.6K | $8.28M | 3.4% | −$565.6K | Added−$232.1K |
| Ishares Tr | — | 17.6K | $7.52M | 3.1% | −$826.5K | Added−$819.3K |
| Vanguard Scottsdale Fds | — | 71.1K | $5.88M | 2.4% | −$68.1K | Added$175.3K |
| Microsoft Corp | MSFT | 14.6K | $5.4M | 2.2% | −$1.65M | Added−$1.63M |
| Nvidia Corp | NVDA | 24.6K | $4.29M | 1.8% | −$294K | Added−$245.9K |
| Builders FirstSource, Inc. | BLDR | 48.1K | $3.96M | 1.6% | −$932.4K | Added−$708.6K |
| Alphabet Inc | — | 13.8K | $3.96M | 1.6% | −$347.5K | Added−$319.9K |
| Broadcom Inc. | AVGO | 12.8K | $3.95M | 1.6% | −$467.4K | Cut−$666.8K |
| Schwab Strategic Tr | — | 104.3K | $3.18M | 1.3% | $92.8K | Cut−$99.7K |
| Union Pac Corp | — | 12.8K | $3.11M | 1.3% | $144.4K | Added$149.7K |
| Capital Group Dividend Value | — | 64.1K | $2.73M | 1.1% | −$47.5K | Added$841.2K |
| Spdr Series Trust | — | 32.5K | $2.57M | 1.1% | −$111.9K | Cut−$218.4K |
| Amazon Com Inc | AMZN | 12.1K | $2.52M | 1.0% | −$272.1K | Added−$261.7K |
| Invesco Exch Traded Fd Tr Ii | — | 37.3K | $2.43M | 1.0% | −$117.8K | Added−$30.6K |
| American Elec Pwr Co Inc | — | 17.9K | $2.34M | 1.0% | $281.5K | Cut$247.4K |
| American Centy Etf Tr | — | 30.5K | $2.33M | 1.0% | $76.5K | Added$205.8K |
| Chevron Corp New | CVX | 10.3K | $2.13M | 0.9% | $560.5K | Cut$536.8K |
| Invesco Exch Traded Fd Tr Ii | — | 8.93K | $2.12M | 0.9% | −$136.6K | Cut−$140.9K |
| Jpmorgan Chase & Co. | — | 7.2K | $2.12M | 0.9% | −$185.2K | Added−$6.93K |
| Visa Inc. | V | 6.84K | $2.07M | 0.8% | −$331.6K | Cut−$415.1K |
| Blackstone Inc. | BX | 17.3K | $1.99M | 0.8% | −$676.5K | Cut−$935.3K |
| Berkshire Hathaway Inc Del | — | 4K | $1.92M | 0.8% | −$88.7K | Added$15.8K |
| Ishares 0-3 Month | — | 18.2K | $1.83M | 0.7% | $3.86K | Added$448.2K |
| Eog Res Inc | — | 11.7K | $1.69M | 0.7% | $456.2K | Added$477.6K |
| Exxon Mobil Corp | — | 9.69K | $1.64M | 0.7% | $476.8K | Added$481.1K |
| Spdr S&P 500 Etf Tr | — | 2.38K | $1.55M | 0.6% | −$42.5K | Added$630.1K |
| First Tr Exchange Traded Fd | — | 22.3K | $1.52M | 0.6% | −$26.4K | Cut−$59K |
| ServiceNow, Inc. | NOW | 14K | $1.46M | 0.6% | −$680.8K | Cut−$691.2K |
| First Tr Exchange-Traded Fd | — | 39.5K | $1.35M | 0.6% | −$51.6K | Cut−$223.4K |
| First Tr Exchange-Traded Fd | — | 26K | $1.32M | 0.5% | $167.6K | Cut$147.6K |
| Vanguard Index Fds | — | 4.09K | $1.31M | 0.5% | −$58.9K | Added−$54.4K |
| First Tr Exchange-Traded Fd | — | 32.5K | $1.28M | 0.5% | $36.1K | Cut−$109.7K |
| Spdr Series Trust | — | 47.8K | $1.22M | 0.5% | −$5.92K | Added$51.6K |
| Home Depot, Inc. | HD | 3.69K | $1.21M | 0.5% | −$52K | Added$36.5K |
| Netflix Inc | NFLX | 12.2K | $1.18M | 0.5% | $29.2K | Added$32.5K |
| Lockheed Martin Corp | LMT | 1.88K | $1.13M | 0.5% | $219K | Added$255.9K |
| Select Sector Spdr Tr | — | 8.33K | $1.11M | 0.5% | −$92.2K | Cut−$662.2K |
| EMCOR Group, Inc. | EME | 1.47K | $1.08M | 0.4% | $185.6K | Held |
| Vanguard Scottsdale Fds | — | 13.3K | $1.05M | 0.4% | −$5.76K | Added$52.1K |
| Schwab Strategic Tr | — | 41.1K | $1.03M | 0.4% | −$46.3K | Added−$43.7K |
| Honeywell Intl Inc | — | 4.51K | $1.02M | 0.4% | $138.9K | Added$143.4K |
| Walmart Inc. | WMT | 8.19K | $1.02M | 0.4% | $93.8K | Added$206.2K |
| Costco Whsl Corp New | — | 992 | $988.5K | 0.4% | $131.8K | Added$140.8K |
| First Tr Exchange Traded Fd | — | 8.88K | $984.2K | 0.4% | $109.6K | Added$119.2K |
| Schwab Strategic Tr | — | 31.9K | $978.6K | 0.4% | $103.6K | Cut−$98.4K |
| Pepsico Inc | PEP | 6.27K | $973.6K | 0.4% | $73.5K | Added$76.9K |
| Atmos Energy Corp | ATO | 5.27K | $972.9K | 0.4% | $90K | Cut$82.6K |
| Tri Contl Corp | — | 29.6K | $935.5K | 0.4% | −$31.7K | Cut−$50.2K |
| Kinder Morgan Inc Del | — | 27.8K | $931.2K | 0.4% | $167.7K | Added$167.8K |
| Alphabet Inc | — | 3.2K | $916.7K | 0.4% | −$81.4K | Added−$30.3K |
| First Intst Bancsystem Inc | — | 27K | $900.2K | 0.4% | −$32.3K | Cut−$42.3K |
| Ishares Tr | — | 4.53K | $868.1K | 0.4% | −$30.7K | Cut−$52.2K |
| Spdr Series Trust | — | 5.94K | $866.6K | 0.4% | $40.2K | Cut−$358.2K |
| AbbVie Inc. | ABBV | 3.88K | $843.3K | 0.3% | −$41.4K | Added−$16.4K |
| Procter And Gamble Co | PG | 5.83K | $841.3K | 0.3% | $6.42K | Added$22K |
| Novartis Ag | — | 5.46K | $833.7K | 0.3% | $81.2K | Cut$75.7K |
| United Parcel Service Inc | UPS | 7.84K | $771.2K | 0.3% | −$6.27K | Added$3.97K |
| Janus Detroit Str Tr | — | 9.36K | $742.6K | 0.3% | −$18.7K | Added$53.5K |
| First Tr Exchng Traded Fd Vi | — | 16.7K | $728.8K | 0.3% | −$11.1K | Added$54K |
| Texas Instrs Inc | — | 3.59K | $697.2K | 0.3% | $72.4K | Added$89.1K |
| First Tr Exch Traded Fd Iii | — | 38.8K | $689.2K | 0.3% | −$18.2K | Cut−$59.8K |
| Spdr Series Trust | — | 20.3K | $681.9K | 0.3% | −$5.33K | Added$17.5K |
| First Tr Exchange Traded Fd | — | 10.9K | $681.6K | 0.3% | −$85.7K | Added−$16.3K |
| Micron Technology Inc | MU | 2.01K | $678.4K | 0.3% | $54.4K | Added$382.1K |
| Lowes Cos Inc | — | 2.62K | $618.6K | 0.3% | −$12.7K | Added−$9.64K |
| Tesla, Inc. | TSLA | 1.62K | $603.4K | 0.2% | −$111.2K | Added−$38K |
| Nuveen Amt Free Qlty Mun Inc | — | 53.7K | $602.9K | 0.2% | −$21.5K | Held |
| Bank America Corp | — | 12.3K | $598.7K | 0.2% | −$76.8K | Cut−$78.4K |
| Spdr Index Shs Fds | — | 13K | $591.3K | 0.2% | $16.1K | Cut$12.5K |
| Kroger Co | KR | 8.15K | $589.7K | 0.2% | $76.7K | Added$104.5K |
| Amgen Inc | AMGN | 1.67K | $587.1K | 0.2% | $40.9K | Added$41.6K |
| Meta Platforms, Inc. | META | 1.01K | $580.7K | 0.2% | −$82.9K | Added−$41.1K |
| Ishares Tr | — | 4.68K | $567.8K | 0.2% | −$35.8K | Cut−$62.8K |
| Unitedhealth Group Inc | UNH | 2.08K | $562K | 0.2% | −$123.1K | Added−$121K |
| American Centy Etf Tr | — | 10.2K | $512.9K | 0.2% | −$3.2K | Added$23.6K |
| Ishares Tr | — | 5.17K | $502.7K | 0.2% | $4.89K | Cut−$2.24K |
| Corning Inc | — | 3.63K | $493.4K | 0.2% | $175.7K | Cut$143.7K |
| Morgan Stanley | — | 2.98K | $490.8K | 0.2% | −$38.8K | Cut−$81.8K |
| Cisco Sys Inc | — | 6.21K | $482.2K | 0.2% | $3.32K | Added$25.8K |
| Ishares Tr | — | 3.75K | $466K | 0.2% | $15.5K | Cut$15.2K |
| Caterpillar Inc | CAT | 649 | $459.8K | 0.2% | $76.4K | Added$137.4K |
| Disney Walt Co | — | 4.74K | $456.6K | 0.2% | −$82.4K | Cut−$84.3K |
| Fidelity Covington Trust | — | 2.18K | $454.4K | 0.2% | −$36.3K | Cut−$43.3K |
| Mastercard Inc | MA | 870 | $434.7K | 0.2% | −$60.7K | Added−$51.7K |
| Ishares Bitcoin Trust Etf | IBIT | 11.3K | $432.4K | 0.2% | −$92.1K | Added$25.1K |
| Johnson & Johnson | JNJ | 1.73K | $422.6K | 0.2% | $64.8K | Cut$55.3K |
| Global X Fds | — | 7.85K | $398.9K | 0.2% | $23.1K | Added$33.3K |
| Northrop Grumman Corp | — | 584 | $398.4K | 0.2% | $65.2K | Added$66.6K |
| Applied Matls Inc | — | 1.16K | $397.5K | 0.2% | $98.6K | Held |
| First Tr Exch Traded Fd Iii | — | 7.59K | $360.8K | 0.1% | −$2.95K | Added$2.09K |
| International Business Machs | — | 1.49K | $360.4K | 0.1% | −$75.1K | Added−$53.1K |
| Jacobs Solutions Inc. | J | 2.8K | $356.4K | 0.1% | −$14.5K | Held |
| Advanced Micro Devices Inc | AMD | 1.69K | $343.4K | 0.1% | −$16.7K | Added$10.4K |
| Mcdonalds Corp | MCD | 1.09K | $338.4K | 0.1% | $5.21K | Added$26.7K |
| Schwab Strategic Tr | — | 10.6K | $327.8K | 0.1% | $9.42K | Cut$4.1K |
| Nextera Energy Inc | — | 3.52K | $327.3K | 0.1% | — | New |
| Stryker Corp | SYK | 963 | $316.3K | 0.1% | −$22K | Cut−$28K |
| Owens Corning New | — | 2.81K | $303.7K | 0.1% | −$9.32K | Added$21.1K |
| Parker-Hannifin Corp | PH | 337 | $301.7K | 0.1% | $5.49K | Cut−$2.42K |
| Venu Hldg Corp | — | 90K | $297.9K | 0.1% | −$357.7K | Added−$291.5K |
| Intel Corp | INTC | 6.58K | $290.5K | 0.1% | $45.6K | Added$58K |
| Wisdomtree Tr | — | 5.71K | $287.3K | 0.1% | $126 | Added$14K |
| Eli Lilly & Co | LLY | 311 | $286.1K | 0.1% | −$44.5K | Added−$22.4K |
| RTX Corp | RTX | 1.47K | $283.2K | 0.1% | $12.2K | Added$48.4K |
| Vanguard World Fd | — | 404 | $281.9K | 0.1% | −$22.6K | Held |
| Coca Cola Co | KO | 3.6K | $274.1K | 0.1% | $18.5K | Added$63.7K |
| Ishares Tr | — | 1.81K | $273.6K | 0.1% | $18.6K | Cut$1.08K |
| At&T Inc | — | 9.44K | $273.6K | 0.1% | $35.1K | Added$63.3K |
| Adobe Inc. | ADBE | 1.12K | $271.3K | 0.1% | — | New |
| Kratos Defense & Sec Solutio | — | 3.8K | $268.1K | 0.1% | −$20.5K | Held |
| Marathon Pete Corp | — | 1.07K | $261.8K | 0.1% | — | New |
| Vanguard Index Fds | — | 430 | $257K | 0.1% | −$12.7K | Held |
| Capital One Finl Corp | — | 1.35K | $247K | 0.1% | −$81.1K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 12K | $245.2K | 0.1% | −$2.12K | Cut−$6.57K |
| Ishares Tr | — | 2.7K | $244.3K | 0.1% | — | New |
| Altria Group, Inc. | MO | 3.7K | $243.9K | 0.1% | $30.8K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 12.4K | $241.6K | 0.1% | −$560 | Cut−$5K |
| SunCoke Energy, Inc. | SXC | 37.1K | $241.4K | 0.1% | −$21.5K | Added$16.7K |
| Boeing Co | — | 1.2K | $238.8K | 0.1% | −$21.7K | Held |
| Eaton Corp Plc | ETN | 665 | $237.9K | 0.1% | $26K | Cut$23.5K |
| Schwab Us Aggregate Bond | — | 9.71K | $225.3K | 0.1% | — | New |
| Ishares Tr | — | 2.42K | $224.3K | 0.1% | −$3.43K | Cut−$317.2K |
| Vanguard Intl Equity Index F | — | 2.97K | $223K | 0.1% | $4.57K | Held |
| Eaton Vance Enhanced Equity | — | 10.7K | $218.2K | 0.1% | −$31.5K | Cut−$41.7K |
| Emerson Elec Co | — | 1.66K | $217.6K | 0.1% | — | New |
| Bloom Energy Corp | BE | 1.58K | $213.5K | 0.1% | — | New |
| Vanguard Whitehall Fds | — | 1.44K | $212.8K | 0.1% | $6.57K | Added$6.72K |
| Apollo Global Mgmt Inc | — | 1.85K | $206.5K | 0.1% | −$61.8K | Cut−$1.31M |
| First Tr Exchange-Traded Fd | — | 4.59K | $203.5K | 0.1% | −$4.15K | Cut−$31.5K |
| Palantir Technologies Inc. | PLTR | 1.39K | $203.5K | 0.1% | — | New |
| Energy Transfer L P | — | 10.3K | $199K | 0.1% | $29K | Cut$25.7K |
| Nuveen Quality Muncp Income | — | 15.8K | $182.1K | 0.1% | −$5.32K | Added$59.1K |
| Liberty All Star Equity Fd | — | 31.8K | $176.3K | 0.1% | −$23.2K | Cut−$25.5K |
| Western Asset Managed Muns F | — | 11.4K | $116.9K | 0.0% | −$1.82K | Held |
| Rithm Capital Corp | — | 10.9K | $103.5K | 0.0% | — | New |
| Quantum Computing Inc. | QUBT | 13.3K | $90.8K | 0.0% | −$45.2K | Cut−$60.6K |
| Cleveland-Cliffs Inc New | — | 10K | $84.5K | 0.0% | −$48.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.