Altus Wealth Group LLC

Q2 2026 13F-HR Holdings

Location
Colorado Springs, CO
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$276,835
Net value change ($000)
+32,739 (13.4%)
New positions
18
Sold out positions
7
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPMO 7,286 45.7%
IVV 5,114 17.1%
NVDA 2,833 66.1%
MU 1,788 263.7%
MOAT 1,527 8.1%
AAPL 1,442 17.4%
XMHQ 1,254 12.5%
GOOGL 1,250 31.6%
IWF 1,237 16.4%
CGDV 976 35.8%
Top Reduces (Value $000, Stocks/ETFs)
HON -1,020 -100.0%
AVNM -676 -29.1%
PBUS -612 -25.2%
FTGS -583 -43.3%
SDVY -491 -38.3%
SPY -485 -31.4%
CVX -441 -20.7%
IBIT -432 -100.0%
SGOV -357 -19.5%
QQQM -352 -16.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 75 (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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type