Altus Wealth Group LLC
All 13F Filings
- Location
- Colorado Springs, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 244,096
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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):
65
(0.0% of total reported value)
· QoQ Δ:
+65
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 105 K | 43.0% | 0 | 91.04 K | -91.04 K |
| ETFs | 139 K | 57.0% | 84.85 K | 0 | 84.85 K |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
244,096
Holdings
144
QoQ value change ($000)
-6,128
(-2.4%)
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.