account_balance
Investment manager · 13F filer · SEC CIK 1842572
Altus Wealth Group LLC
Reported value$266Mas of Sep 30, 2026
Positions147 3 new, 10 sold out
Top 10 weight56.3%IVV alone is 14%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.8%Added +3%
SPMOInvesco Exch Traded Fd Tr II
8.2%
MOATVaneck ETF Trust
7.9%
DIVOAmplify ETF Tr
5.6%Added +6%
XMHQInvesco Exchange Traded Fd T
4.4%Added +6%
COWZPacer FDS Tr
3.8%Trimmed −5%
AAPLApple Inc.
3.7%Trimmed −12%
IWFiShares Tr
3.3%
NVDANVIDIA Corp
2.8%−7%
MSFTMicrosoft Corp
2.8%−6%
VCITVanguard Scottsdale FDS
2.4%+12%
CGDVCapital Group Dividend Value
1.8%
IVViShares Tr
13.8%Added +3%
SPMOInvesco Exch Traded Fd Tr II
8.2%
MOATVaneck ETF Trust
7.9%
DIVOAmplify ETF Tr
5.6%+6%
XMHQInvesco Exchange Traded Fd T
4.4%+6%
COWZPacer FDS Tr
3.8%
AAPLApple Inc.
3.7%
IWFiShares Tr
3.3%
VCIT2.4%
CGDV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.8% Added +3%
SPMO Invesco Exch Traded Fd Tr II 8.2% Held
MOAT Vaneck ETF Trust 7.9% Held
DIVO Amplify ETF Tr 5.6% Added +6%
XMHQ Invesco Exchange Traded Fd T 4.4% Added +6%
COWZ Pacer FDS Tr 3.8% Trimmed −5%
AAPL Apple Inc. 3.7% Trimmed −12%IWF iShares Tr 3.3% Held
NVDA NVIDIA Corp 2.8% Trimmed −7%MSFT Microsoft Corp 2.8% Trimmed −6%VCIT Vanguard Scottsdale FDS 2.4% Added +12%
CGDV Capital Group Dividend Value 1.8% Added +33%
What changed
Biggest moves since Jun 30, 2026
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