Institutional Fund
Altus Wealth Group LLC
Colorado Springs, COCIK 18425725 filings on record
Portfolio Value
$244.03M
Q1 2026
Holdings
143
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-2.5%
from $250.22M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.3%
- Vaneck ETF Trust7.8%
- Invesco Exch Traded Fd Tr II6.5%
- Amplify ETF Tr5.4%
- Pacer Fds Tr4.1%
- Invesco Exchange Traded Fd T4.1%
- Other59.8%
Portfolio Holdings
143 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 45.8K | $29.90M | 12.3% | −882 | Reduced |
| 2 | Vaneck ETF Trust | 196.1K | $18.96M | 7.8% | +8.2K | Added |
| 3 | Invesco Exch Traded Fd Tr II | 142.3K | $15.95M | 6.5% | −2.8K | Reduced |
| 4 | Amplify ETF Tr | 293.5K | $13.16M | 5.4% | +122.9K | Added |
| 5 | Pacer Fds Tr | 160.8K | $10.06M | 4.1% | −85.6K | Reduced |
| 6 | Invesco Exchange Traded Fd T | 96.9K | $10.01M | 4.1% | +8.6K | Added |
| 7 | Apple Inc | 32.6K | $8.28M | 3.4% | +1.3K | Added |
| 8 | Ishares Tr | 17.6K | $7.52M | 3.1% | +17 | Added |
| 9 | Vanguard Scottsdale Fds | 71.1K | $5.88M | 2.4% | +2.9K | Added |
| 10 | Microsoft Corp | 14.6K | $5.40M | 2.2% | +59 | Added |
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