Altus Wealth Group LLC

All 13F Filings

Location
Colorado Springs, CO
Most recent 13F
Q2 2026
Holdings value ($000)
276,835
Description
Website
Founded
Chairman
CEO
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.