Altus Wealth Group LLC 13F Portfolio

CIK 1842572 Filing since Q4 2020 Q3 2026 filed Oct 19, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 19, 2026.

Portfolio Snapshot

89 positions · Q3 2026

Altus Wealth Group LLC reported 89 positions worth $98.21M for the quarter ended Sep 30, 2026, down 3.6% on the prior quarter. It opened 2 new positions, added to 14, trimmed 71 and exited 2. Its largest holding is Apple Inc. at 10% of the portfolio.

Portfolio Value
$98.21M
-3.6% QoQ · +8.4% YoY
Positions
89
2 new · 2 sold out
Top 10 Concentration
48.5%
of portfolio value
Largest Position
AAPL 10%
Apple Inc.
Net Buying
-$4.63M
$949.40K bought · $5.58M sold
Turnover
0.9%
of the portfolio traded
Top Sector
Technology
48% of value
Track Record
24
quarters on file since Q4 2020

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

10 sectors
47.99%
Technology
Technology47.99%
Industrials14.51%
Financial Services11.7%
Energy6.62%
Consumer Discretionary5.18%
Consumer Staples4.63%
Healthcare4.53%
Utilities3.22%
Basic Materials0.899%
Communication Services0.717%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyIndustrialsFinancial ServicesEnergyConsumer DiscretionaryConsumer StaplesHealthcareUtilitiesBasic MaterialsCommunication ServicesOtherReal Estate

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
SPCX Space Exploration Technologies Corp +3,283 – $495.27K 0.504%
PLTR Palantir Technologies Inc. +1,272 – $237.93K 0.242%
BRK-B Berkshire Hathaway Inc +87 +2.3% $43.32K 2%
NFLX Netflix Inc +599 +4.7% $41.68K 0.942%
CAT Caterpillar Inc +46 +6.3% $37.31K 0.645%
MA Mastercard Inc +56 +6.7% $30.88K 0.5%
UPS United Parcel Service Inc +179 +2.3% $16.73K 0.765%
TSM Taiwan Semiconductor Manufacturing Co Ltd +30 +5.1% $13.69K 0.287%
INTC Intel Corp +82 +1.3% $9.86K 0.766%
PG PROCTER & GAMBLE Co +58 +1.0% $8.43K 0.885%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
AAPL Apple Inc. -3,989 -11.9% $1.33M 10.04%
NVDA Nvidia Corp -2,659 -7.5% $607.27K 7.65%
MSFT Microsoft Corp -976 -6.4% $500.59K 7.49%
BX Blackstone Inc. -2,420 -15.7% $271.26K 1.48%
JPM Jpmorgan Chase & Co -732 -9.8% $242.15K 2.26%
AMZN Amazon Com Inc -935 -7.6% $232.96K 2.87%
GEV GE Vernova Inc. -196 -100.0% $230.27K Exited
MS Morgan Stanley -969 -34.6% $182.23K 0.351%
WMT Walmart Inc. -1,741 -20.1% $180.92K 0.73%
AMD Advanced Micro Devices Inc -256 -14.6% $156.61K 0.934%

New Positions

Q3 2026
Holding Shares Trade Value Weight
SPCX Space Exploration Technologies Corp +3,283 $495.27K 0.504%
PLTR Palantir Technologies Inc. +1,272 $237.93K 0.242%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
GEV GE Vernova Inc. -196 $230.27K 0.226%
RITM Rithm Capital Corp. -10.9K $102.49K 0.101%
Holdings · Q3 2026

89 Positions

As ofSep 30, 2026
Value$98.21M
Top 1048.5%
Avg position$1.10M
# Activity
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Showing 1–15 of 89 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Altus Wealth.

About Altus Wealth Group LLC’s 13F Portfolio

What are Altus Wealth Group LLC’s largest holdings?

As of its Q3 2026 13F filing, Altus Wealth Group LLC’s five largest positions were Apple Inc. (AAPL) at 10.0%, Nvidia Corp (NVDA) at 7.7%, Microsoft Corp (MSFT) at 7.5%, Alphabet Inc. (GOOGL) at 4.9%, Broadcom Inc. (AVGO) at 4.4% of the reported portfolio.

How much is Altus Wealth Group LLC’s portfolio worth?

Altus Wealth Group LLC reported a 13F portfolio worth $98.21M across 89 positions for Q3 2026. That is down 3.6% from the previous quarter.

What did Altus Wealth Group LLC buy in Q3 2026?

Its largest purchases by value were Space Exploration Technologies Corp ($495.27K), Palantir Technologies Inc. ($237.93K), Berkshire Hathaway Inc ($43.32K). It opened 2 new positions.

What did Altus Wealth Group LLC sell in Q3 2026?

Its largest sales by value were Apple Inc. ($1.33M), Nvidia Corp ($607.27K), Microsoft Corp ($500.59K). It exited 2 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Altus Wealth Group LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.