Altus Wealth Group LLC

All 13F Filings

Location
Colorado Springs, CO
Most recent 13F
Q2 2026
Holdings value ($000)
276,835
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/17/2026 155 276,835 13F-HR Altus Wealth Group LLC
Q1 2026 4/27/2026 144 244,096 13F-HR Altus Wealth Group LLC
Q4 2025 2/13/2026 142 250,224 13F-HR Altus Wealth Group LLC
Q3 2025 10/21/2025 143 243,519 13F-HR Altus Wealth Group LLC
Q2 2025 7/29/2025 138 225,997 13F-HR Altus Wealth Group LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 75 (0.0% of total reported value) · QoQ Δ: +10
Type Value ($000) Share % Inflow Outflow Net
Stocks 121.8 K 44.0% 16.81 K 0 16.81 K
ETFs 154.9 K 56.0% 15.92 K 0 15.92 K
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Fund Snapshot

Q2 2026
Latest filed
7/17/2026
Total value ($000)
276,835
Holdings
155
QoQ value change ($000)
32,739 (13.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.