Altus Wealth Group LLC - Portfolio overview

Altus Wealth Group LLC has 158 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.03%
2. MOAT - VANECK ETF TRUST, 7.63%
3. SPMO - INVESCO EXCH TRADED FD TR II, 6.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.