Altus Wealth Group
Altus Wealth Group reported 147 stocks worth $266M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (13.8%), SPMO (8.2%) and MOAT (7.9%). Compared with Q2 2026, the fund opened new positions in XOM and SPCX, added to IVV, MOAT and DIVO, trimmed SPMO, COWZ and AAPL and sold out of XOM, TAXF and FTGS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $36.8M | 13.8% | 48K | +1,282 (+3%) | 8 of 8 | |
| 2 |  SPMO Invesco S&P | $21.7M | 8.2% | 143K | −396 (−0%) | 8 of 8 | |
| 3 |  MOAT Vaneck Morningstar Wide Moat ETF | $21M | 7.9% | 199K | +1,926 (+1%) | 8 of 8 | |
| 4 |  DIVO Amplify ETF TR | $14.9M | 5.6% | 320K | +19K (+6%) | 8 of 8 | |
| 5 |  XMHQ Invesco S&P | $11.8M | 4.4% | 105K | +5,521 (+6%) | 8 of 8 | |
| 6 |  COWZ Pacer Fds TR | $10M | 3.8% | 149K | −7,165 (−5%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $9.9M | 3.7% | 30K | −3,989 (−12%) | 8 of 8 | |
| 8 |  IWF Ishares TR | $8.8M | 3.3% | 70K | −647 (−1%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $7.5M | 2.8% | 33K | −2,659 (−7%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $7.4M | 2.8% | 14K | −976 (−6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.3M | 9,488 |
 TAXF American Centy ETF TR | $775K | 15K |
 FTGS First TR Exchange-Traded FD | $763K | 21K |
 CIBR First TR Exchange Traded FD | $647K | 7,206 |
 FIXD First TR Exchng Traded FD VI | $600K | 14K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Altus Wealth Group 13F FAQ
What does Altus Wealth Group own?
Altus Wealth Group reported 147 stocks worth $266M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (13.8%), SPMO (8.2%) and MOAT (7.9%). The table above lists every position in the filing (the top 10 without an account).
What did Altus Wealth Group buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 37 added to, 93 trimmed and 11 sold out. New positions include XOM and SPCX. It sold all of XOM, TAXF and FTGS.
When will Altus Wealth Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Altus Wealth Group's portfolio worth?
The Q3 2026 filing reports $266M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.