Altus Wealth Group LLC

13F filer · CIK 0001842572

Reported Jul 17, 2026

13F portfolio value$277MU.S. long equity reported on 13F

Positions98Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight17.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 202698 positions
AAPLApple Inc.	$9.72M	3.51%	0.00%	Not reported	Q4 2020
NVDANvidia Corp	$7.12M	2.57%	0.00%	Not reported	Q4 2020
MSFTMicrosoft Corp	$5.72M	2.06%	0.00%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$5.21M	1.88%	0.00%	Not reported	Q4 2020
AVGOBroadcom Inc.	$4.82M	1.74%	0.00%	Not reported	Q4 2020
BLDRBuilders FirstSource, Inc.	$4.3M	1.55%	0.04%	Not reported	Q4 2020
UNPUnion Pacific Corp	$3.45M	1.25%	0.00%	Not reported	Q4 2020
AMZNAmazon Com Inc	$2.92M	1.06%	0.00%	Not reported	Q4 2020
MUMicron Technology Inc	$2.47M	0.89%	0.00%	Not reported	Q4 2020
AEPAmerican Electric Power Co Inc	$2.46M	0.89%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$2.44M	0.88%	0.00%	Not reported	Q4 2020
VVisa Inc.	$2.41M	0.87%	0.00%	Not reported	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.93M	0.70%	Not reported	Not reported	Q4 2020
BXBlackstone Inc.	$1.81M	0.65%	0.00%	Not reported	Q4 2020
CVXChevron Corp	$1.69M	0.61%	0.00%	Not reported	Q4 2020
EOGEog Resources Inc	$1.44M	0.52%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$1.37M	0.49%	0.00%	Not reported	Q4 2020
NOWServiceNow, Inc.	$1.36M	0.49%	0.00%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$1.3M	0.47%	0.00%	Not reported	Q4 2020
GOOGAlphabet Inc.	$1.27M	0.46%	Not reported	Not reported	Q4 2020
EMEEMCOR Group, Inc.	$1.22M	0.44%	0.00%	Not reported	Q1 2023
SPABASTROTECH Corp	$1.19M	0.43%	Not reported	Not reported	Q1 2024
TXNTexas Instruments Inc	$1.11M	0.40%	0.00%	Not reported	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.06M	0.38%	Not reported	Not reported	Q4 2020
FIBKFirst Interstate Bancsystem Inc	$1.04M	0.38%	0.03%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$1.02M	0.37%	0.00%	Not reported	Q4 2020
ABBVAbbVie Inc.	$1.02M	0.37%	0.00%	Not reported	Q4 2020
TYTRI-CONTINENTAL Corp	$1.01M	0.36%	Not reported	Not reported	Q4 2020
WMTWalmart Inc.	$979K	0.35%	0.00%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$966K	0.35%	0.00%	Not reported	Q4 2020
LMTLockheed Martin Corp	$959K	0.35%	0.00%	Not reported	Q4 2020
GLWCorning Inc	$937K	0.34%	0.00%	Not reported	Q4 2020
UNHUnitedhealth Group Inc	$925K	0.33%	0.00%	Not reported	Q4 2020
NFLXNetflix Inc	$906K	0.33%	0.00%	Not reported	Q4 2020
ATOAtmos Energy Corp	$906K	0.33%	0.00%	Not reported	Q4 2020
KMIKinder Morgan, Inc.	$903K	0.33%	0.00%	Not reported	Q4 2020
PGPROCTER & GAMBLE Co	$869K	0.31%	0.00%	Not reported	Q4 2020
INTCIntel Corp	$863K	0.31%	0.00%	Not reported	Q4 2020
NVSNovartis AG	$856K	0.31%	0.00%	Not reported	Q4 2020
PEPPepsico Inc	$853K	0.31%	0.00%	Not reported	Q4 2020
UPSUnited Parcel Service Inc	$846K	0.31%	0.00%	Not reported	Q4 2020
AMATApplied Materials Inc	$834K	0.30%	0.00%	Not reported	Q4 2020
CATCaterpillar Inc	$783K	0.28%	0.00%	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$765K	0.28%	0.00%	Not reported	Q4 2020
BACBank of America Corp	$696K	0.25%	0.00%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$681K	0.25%	Not reported	Not reported	Q4 2020
LOWLowes Companies Inc	$631K	0.23%	0.00%	Not reported	Q4 2020
NEANuveen AMT-Free Quality Municipal Income Fund	$630K	0.23%	Not reported	Not reported	Q4 2020
AMGNAmgen Inc	$603K	0.22%	0.00%	Not reported	Q4 2020
MSMorgan Stanley	$586K	0.21%	0.00%	Not reported	Q4 2020

Q4 2025Reported Feb 13, 202691 positions
AAPLApple Inc.	$8.51M	3.40%	0.00%	-1.1%	Q4 2020
MSFTMicrosoft Corp	$7.02M	2.81%	0.00%	+1.0%	Q4 2020
BLDRBuilders FirstSource, Inc.	$4.67M	1.86%	0.04%	+0.8%	Q4 2020
AVGOBroadcom Inc.	$4.62M	1.85%	0.00%	-8.1%	Q4 2020
NVDANvidia Corp	$4.53M	1.81%	0.00%	+2.5%	Q4 2020
GOOGLAlphabet Inc.	$4.28M	1.71%	0.00%	-0.3%	Q4 2020
UNPUnion Pacific Corp	$2.96M	1.18%	0.00%	+1.6%	Q4 2020
BXBlackstone Inc.	$2.92M	1.17%	0.00%	+21.2%	Q4 2020
AMZNAmazon Com Inc	$2.78M	1.11%	0.00%	+0.8%	Q4 2020
VVisa Inc.	$2.48M	0.99%	0.00%	-3.0%	Q4 2020
NOWServiceNow, Inc.	$2.15M	0.86%	0.00%	+14.9%	Q4 2020
JPMJPMorgan Chase & Co	$2.13M	0.85%	0.00%	-6.3%	Q4 2020
AEPAmerican Electric Power Co Inc	$2.09M	0.84%	0.00%	-0.7%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.9M	0.76%	Not reported	-0.2%	Q4 2020
CVXChevron Corp	$1.59M	0.64%	0.00%	-4.0%	Q4 2020
APOApollo Global Management, Inc.	$1.51M	0.60%	0.00%	-42.7%	Q4 2023
EOGEog Resources Inc	$1.21M	0.48%	0.00%	+13.7%	Q4 2020
HDHome Depot, Inc.	$1.18M	0.47%	0.00%	-3.9%	Q4 2020
SPABASTROTECH Corp	$1.17M	0.47%	Not reported	-11.6%	Q1 2024
XOMExxonMobil Holdings Corp	$1.16M	0.46%	0.00%	0.0%	Q4 2020
NFLXNetflix Inc	$1.14M	0.46%	0.00%	+4.1%	Q4 2020
TYTRI-CONTINENTAL Corp	$986K	0.39%	Not reported	-2.2%	Q4 2020
GOOGAlphabet Inc.	$947K	0.38%	Not reported	-0.1%	Q4 2020
FIBKFirst Interstate Bancsystem Inc	$943K	0.38%	0.03%	+2.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$916K	0.37%	Not reported	-21.0%	Q4 2020
EMEEMCOR Group, Inc.	$897K	0.36%	0.00%	-1.9%	Q1 2023
PEPPepsico Inc	$897K	0.36%	0.00%	-10.3%	Q4 2020
ATOAtmos Energy Corp	$890K	0.36%	0.00%	-3.1%	Q4 2020
LMTLockheed Martin Corp	$877K	0.35%	0.00%	+1.9%	Q4 2020
HONHoneywell International Inc	$876K	0.35%	0.00%	+3.3%	Q4 2020
ABBVAbbVie Inc.	$860K	0.34%	0.00%	+1.7%	Q4 2020
COSTCostco Wholesale Corp	$848K	0.34%	0.00%	+3.2%	Q4 2020
PGPROCTER & GAMBLE Co	$819K	0.33%	0.00%	+131.2%	Q4 2020
WMTWalmart Inc.	$812K	0.32%	0.00%	+3.8%	Q4 2020
UPSUnited Parcel Service Inc	$767K	0.31%	0.00%	Not reported	Q4 2020
KMIKinder Morgan, Inc.	$763K	0.31%	0.00%	-2.5%	Q4 2020
NVSNovartis AG	$758K	0.30%	0.00%	+9.4%	Q4 2020
UNHUnitedhealth Group Inc	$683K	0.27%	0.00%	Not reported	Q4 2020
BACBank of America Corp	$677K	0.27%	0.00%	-0.2%	Q4 2020
TSLATesla, Inc.	$641K	0.26%	0.00%	-1.6%	Q4 2020
LOWLowes Companies Inc	$628K	0.25%	0.00%	Not reported	Q4 2020
NEANuveen AMT-Free Quality Municipal Income Fund	$624K	0.25%	Not reported	Not reported	Q4 2020
METAMeta Platforms, Inc.	$622K	0.25%	Not reported	+2.3%	Q4 2020
TXNTexas Instruments Inc	$608K	0.24%	0.00%	-11.7%	Q4 2020
VENUVenu Holding Corp	$589K	0.24%	0.16%	Not reported	Q2 2025
MSMorgan Stanley	$573K	0.23%	0.00%	-3.6%	Q4 2020
AMGNAmgen Inc	$545K	0.22%	0.00%	-0.3%	Q4 2020
DISWalt Disney Co	$541K	0.22%	0.00%	+1.6%	Q4 2020
MAMastercard Inc	$486K	0.19%	0.00%	-2.9%	Q4 2020
KRKroger Co	$485K	0.19%	0.00%	-7.6%	Q4 2020

Q3 2025Reported Oct 21, 202592 positions
AAPLApple Inc.	$8.06M	3.31%	0.00%	+3.3%	Q4 2020
MSFTMicrosoft Corp	$7.45M	3.06%	0.00%	-1.5%	Q4 2020
BLDRBuilders FirstSource, Inc.	$5.45M	2.24%	0.04%	-0.1%	Q4 2020
AVGOBroadcom Inc.	$4.79M	1.97%	0.00%	-0.1%	Q4 2020
NVDANvidia Corp	$4.42M	1.82%	0.00%	-0.2%	Q4 2020
GOOGLAlphabet Inc.	$3.33M	1.37%	0.00%	-0.7%	Q4 2020
UNPUnion Pacific Corp	$2.97M	1.22%	0.00%	-0.9%	Q4 2020
BXBlackstone Inc.	$2.67M	1.10%	0.00%	+1.3%	Q4 2020
AMZNAmazon Com Inc	$2.63M	1.08%	0.00%	+3.8%	Q4 2020
VVisa Inc.	$2.49M	1.02%	0.00%	0.0%	Q4 2020
APOApollo Global Management, Inc.	$2.43M	1.00%	0.00%	+1.1%	Q4 2023
NOWServiceNow, Inc.	$2.25M	0.93%	0.00%	-0.2%	Q4 2020
JPMJPMorgan Chase & Co	$2.22M	0.91%	0.00%	-1.0%	Q4 2020
AEPAmerican Electric Power Co Inc	$2.06M	0.84%	0.00%	-0.4%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.91M	0.78%	Not reported	-11.7%	Q4 2020
CVXChevron Corp	$1.69M	0.69%	0.00%	+1.1%	Q4 2020
HDHome Depot, Inc.	$1.44M	0.59%	0.00%	-0.5%	Q4 2020
NFLXNetflix Inc	$1.41M	0.58%	0.00%	-2.3%	Q4 2020
SPABASTROTECH Corp	$1.33M	0.55%	Not reported	-5.6%	Q1 2024
EOGEog Resources Inc	$1.14M	0.47%	0.00%	-0.7%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.13M	0.46%	Not reported	-0.6%	Q4 2020
XOMExxonMobil Holdings Corp	$1.09M	0.45%	0.00%	-1.5%	Q4 2020
TYTRI-CONTINENTAL Corp	$1.05M	0.43%	Not reported	Not reported	Q4 2020
PEPPepsico Inc	$978K	0.40%	0.00%	-1.6%	Q4 2020
EMEEMCOR Group, Inc.	$971K	0.40%	0.00%	+1.4%	Q1 2023
ATOAtmos Energy Corp	$936K	0.38%	0.00%	-1.8%	Q4 2020
HONHoneywell International Inc	$916K	0.38%	0.00%	-1.7%	Q4 2020
VENUVenu Holding Corp	$897K	0.37%	0.16%	+250.0%	Q2 2025
LMTLockheed Martin Corp	$889K	0.37%	0.00%	-1.8%	Q4 2020
COSTCostco Wholesale Corp	$882K	0.36%	0.00%	+0.1%	Q4 2020
ABBVAbbVie Inc.	$857K	0.35%	0.00%	-3.5%	Q4 2020
FIBKFirst Interstate Bancsystem Inc	$844K	0.35%	0.03%	-2.1%	Q4 2023
KMIKinder Morgan, Inc.	$806K	0.33%	0.00%	-6.0%	Q4 2020
GOOGAlphabet Inc.	$736K	0.30%	Not reported	+5.0%	Q4 2020
TXNTexas Instruments Inc	$729K	0.30%	0.00%	-1.2%	Q4 2020
WMTWalmart Inc.	$723K	0.30%	0.00%	+0.2%	Q4 2020
METAMeta Platforms, Inc.	$676K	0.28%	Not reported	+2.3%	Q4 2020
LOWLowes Companies Inc	$655K	0.27%	0.00%	-0.2%	Q4 2020
TSLATesla, Inc.	$644K	0.26%	0.00%	-4.3%	Q4 2020
NVSNovartis AG	$644K	0.26%	0.00%	0.0%	Q4 2020
BACBank of America Corp	$636K	0.26%	0.00%	-0.1%	Q4 2020
NEANuveen AMT-Free Quality Municipal Income Fund	$611K	0.25%	Not reported	Not reported	Q4 2020
CMCSAComcast Corp	$586K	0.24%	0.00%	-21.6%	Q4 2020
KRKroger Co	$566K	0.23%	0.00%	+0.5%	Q4 2020
TROWPrice T Rowe Group Inc	$566K	0.23%	0.00%	-11.4%	Q2 2024
DISWalt Disney Co	$536K	0.22%	0.00%	-6.2%	Q4 2020
MSMorgan Stanley	$532K	0.22%	0.00%	-1.7%	Q4 2020
MSTRStrategy Inc	$523K	0.21%	Not reported	-0.1%	Q1 2024
KVUEKenvue Inc.	$501K	0.21%	0.00%	-1.7%	Q4 2023
MAMastercard Inc	$499K	0.20%	0.00%	-0.9%	Q4 2020

Q2 2025Reported Jul 29, 202590 positions
MSFTMicrosoft Corp	$7.26M	3.21%	0.00%	-4.5%	Q4 2020
AAPLApple Inc.	$6.29M	2.78%	0.00%	+0.5%	Q4 2020
BLDRBuilders FirstSource, Inc.	$5.25M	2.32%	0.04%	0.0%	Q4 2020
AVGOBroadcom Inc.	$4.01M	1.77%	0.00%	-8.0%	Q4 2020
NVDANvidia Corp	$3.75M	1.66%	0.00%	+12.6%	Q4 2020
UNPUnion Pacific Corp	$2.92M	1.29%	0.00%	-0.1%	Q4 2020
VVisa Inc.	$2.59M	1.15%	0.00%	+0.6%	Q4 2020
APOApollo Global Management, Inc.	$2.56M	1.13%	0.00%	+0.1%	Q4 2023
AMZNAmazon Com Inc	$2.53M	1.12%	0.00%	+0.2%	Q4 2020
NOWServiceNow, Inc.	$2.52M	1.12%	0.00%	+0.1%	Q4 2020
GOOGLAlphabet Inc.	$2.43M	1.08%	0.00%	-4.3%	Q4 2020
BXBlackstone Inc.	$2.31M	1.02%	0.00%	-3.8%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.08M	0.92%	Not reported	+0.2%	Q4 2020
JPMJPMorgan Chase & Co	$2.06M	0.91%	0.00%	+4.8%	Q4 2020
AEPAmerican Electric Power Co Inc	$1.9M	0.84%	0.00%	-0.2%	Q4 2020
NFLXNetflix Inc	$1.61M	0.71%	0.00%	-1.6%	Q4 2020
CVXChevron Corp	$1.54M	0.68%	0.00%	-0.1%	Q4 2020
SPABASTROTECH Corp	$1.4M	0.62%	Not reported	-29.7%	Q1 2024
HDHome Depot, Inc.	$1.31M	0.58%	0.00%	0.0%	Q4 2020
EOGEog Resources Inc	$1.22M	0.54%	0.00%	+33.4%	Q4 2020
XOMExxonMobil Holdings Corp	$1.06M	0.47%	0.00%	-3.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.06M	0.47%	Not reported	+33.4%	Q4 2020
HONHoneywell International Inc	$1.03M	0.46%	0.00%	+0.4%	Q4 2020
TYTRI-CONTINENTAL Corp	$977K	0.43%	Not reported	-5.6%	Q4 2020
COSTCostco Wholesale Corp	$942K	0.42%	0.00%	-0.3%	Q4 2020
PEPPepsico Inc	$935K	0.41%	0.00%	+1.1%	Q4 2020
KMIKinder Morgan, Inc.	$891K	0.39%	0.00%	-0.8%	Q4 2020
ATOAtmos Energy Corp	$860K	0.38%	0.00%	-1.6%	Q4 2020
CMCSAComcast Corp	$850K	0.38%	0.00%	-2.4%	Q4 2020
LMTLockheed Martin Corp	$840K	0.37%	0.00%	+1.4%	Q4 2020
TXNTexas Instruments Inc	$834K	0.37%	0.00%	+0.4%	Q4 2020
EMEEMCOR Group, Inc.	$789K	0.35%	0.00%	-13.5%	Q1 2023
FIBKFirst Interstate Bancsystem Inc	$780K	0.35%	0.03%	+2.2%	Q4 2023
INTCIntel Corp	$720K	0.32%	0.00%	-4.1%	Q4 2020
ABBVAbbVie Inc.	$712K	0.31%	0.00%	+15.3%	Q4 2020
WMTWalmart Inc.	$684K	0.30%	0.00%	+0.1%	Q4 2020
METAMeta Platforms, Inc.	$664K	0.29%	Not reported	+8.0%	Q4 2020
KVUEKenvue Inc.	$657K	0.29%	0.00%	+1.7%	Q4 2023
MSTRStrategy Inc	$657K	0.29%	Not reported	Not reported	Q1 2024
DISWalt Disney Co	$619K	0.27%	0.00%	-1.2%	Q4 2020
NVSNovartis AG	$608K	0.27%	0.00%	+13.1%	Q4 2020
TROWPrice T Rowe Group Inc	$601K	0.27%	0.00%	+3.6%	Q2 2024
KRKroger Co	$599K	0.27%	0.00%	+7.4%	Q4 2020
NEANuveen AMT-Free Quality Municipal Income Fund	$586K	0.26%	Not reported	Not reported	Q4 2020
BACBank of America Corp	$584K	0.26%	0.00%	-0.2%	Q4 2020
LOWLowes Companies Inc	$579K	0.26%	0.00%	-9.9%	Q4 2020
GOOGAlphabet Inc.	$511K	0.23%	Not reported	+0.2%	Q4 2020
MAMastercard Inc	$497K	0.22%	0.00%	-0.2%	Q4 2020
TSLATesla, Inc.	$481K	0.21%	0.00%	-10.1%	Q4 2020
MSMorgan Stanley	$479K	0.21%	0.00%	-3.6%	Q4 2020

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