1y return+15.4%S&P 500 +20.9%
3y return+44.5%S&P 500 +68.5%
5y return+48.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $165 against $200 in the S&P 500.2
Altus Wealth Group LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $35.0M | 12.7% | +2.1% |
| SPMOInvesco Exch Traded Fd Tr II | $23.2M | 8.4% | +1.1% |
| MOATVaneck Etf Trust | $20.5M | 7.4% | |
| DIVOAmplify Etf Tr | $13.8M | 5.0% | +2.5% |
| XMHQInvesco Exchange Traded Fd T | $11.3M | 4.1% | +3.0% |
| COWZPacer Fds Tr | $9.7M | 3.5% | −2.6% |
| AAPLApple Inc | $9.7M | 3.5% | +3.0% |
| IWFIshares Tr | $8.8M | 3.2% | |
| NVDANvidia Corporation | $7.1M | 2.6% | +44.8% |
| VCITVanguard Scottsdale Fds | $6.1M | 2.2% | +3.2% |
| MSFTMicrosoft Corp | $5.7M | 2.1% | +5.1% |
| GOOGLAlphabet Inc | $5.2M | 1.9% | +5.9% |
| AVGOBroadcom Inc | $4.8M | 1.7% | |
| BLDRBuilders Firstsource Inc | $4.3M | 1.6% | |
| CGDVCapital Group Dividend Value | $3.7M | 1.3% | +17.2% |
| SCHVSchwab Strategic Tr | $3.7M | 1.3% | +1.1% |
| UNPUnion Pac Corp | $3.5M | 1.2% | |
| AMZNAmazon Com Inc | $2.9M | 1.1% | +1.3% |
| SPTMSpdr Series Trust | $2.9M | 1.1% | −1.3% |
| MUMicron Technology Inc | $2.5M | 0.9% | +6.4% |
| AEPAmerican Elec Pwr Co Inc | $2.5M | 0.9% | |
| JPMJpmorgan Chase & Co | $2.4M | 0.9% | +3.4% |
| VVisa Inc | $2.4M | 0.9% | +2.8% |
| BRK/BBerkshire Hathaway Inc Del | $1.9M | 0.7% | −3.8% |
| PBUSInvesco Exch Traded Fd Tr II | $1.8M | 0.7% | −34.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $7.1M |
| AVGOBroadcom Inc | December 31, 2020 | +762.7% | $4.8M |
| EMEEmcor Group Inc | December 31, 2022 | +460.3% | $1.2M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $5.2M |
| GOOGAlphabet Inc | March 31, 2023 | +239.7% | $1.3M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2020 | +231.7% | $1.3M |
| XLKSelect Sector Spdr Tr | December 31, 2020 | +193.1% | $1.6M |
| QQQMInvesco Exch Traded Fd Tr II | December 31, 2022 | +176.6% | $1.8M |
| EOGEog Res Inc | December 31, 2020 | +160.1% | $1.4M |
| JPMJpmorgan Chase & Co | December 31, 2020 | +157.6% | $2.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.0M
- IBITIshares Bitcoin Trust Etf was $432K
- KTOSKratos Defense & Sec Solutio was $268K
- SCHZSchwab Strategic Tr was $225K
- HISFFirst Tr Exchange-traded Fd was $204K
- PLTRPalantir Technologies Inc was $203K
- CLFCleveland-cliffs Inc New was $84K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.5% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +6.8% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +6.2% | +8.3% |
| March 31, 2023 | +5.9% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Altus Wealth Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1842572&type=13F-HR&dateb=&owner=include&count=40CIK 1842572
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1842572/000184257226000004/Filed July 17, 2026 · accession 0001842572-26-000004