Altus Wealth Group LLC
•CIK: 1842572•Filing: Q4 2025
**Altus Wealth Group LLC** manages $250M across a diversified portfolio of 142 positions. The strategy exhibits a notable tilt toward core market exposure, evidenced by the top holding in IVV at $32.0M. Significant allocations are also directed toward sector-specific plays, including MOAT ($19.5M) and SPMO ($17.3M). The remaining portfolio balances established tech giants like AAPL ($8.5M) and MSFT ($7.0M) with income-focused vehicles such as DIVO ($7.6M).
Total AUM
$250.2M
QoQ Performance
+2.8%
Positions
114
Top 10 Concentration
51.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
MOAT
SPMO
COWZ
IVV12.8%
MOAT7.8%
SPMO6.9%
COWZ5.9%
XMHQ3.6%
AAPL3.4%
IWF3.3%
DIVO3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.3%
ETF13.2%
Technology13.1%
Financial3.4%
Consumer2.9%
Industrial2.6%
Healthcare1.1%
Energy0.9%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW8 new positions
↑54 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023