Altus Wealth Group LLC

Q1 2026 13F-HR Holdings

Location
Colorado Springs, CO
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
144
Total value ($000)
$244,096
Net value change ($000)
-6,128 (-2.4%)
New positions
9
Sold out positions
8
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DIVO 5,572 73.4%
XMHQ 974 10.8%
CGDV 841 44.6%
SPY 630 68.8%
CVX 536 33.7%
XOM 482 41.4%
EOG 478 39.5%
SGOV 448 32.5%
MU 382 129.1%
NEE 327 NEW
Top Reduces (Value $000, Stocks/ETFs)
COWZ -4,765 -32.1%
IVV -2,056 -6.4%
MSFT -1,626 -23.2%
SPMO -1,358 -7.8%
APO -1,306 -86.4%
BX -935 -32.0%
IWF -819 -9.8%
BLDR -709 -15.2%
NOW -691 -32.1%
AVGO -666 -14.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 65 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type