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☆Altus Wealth Group LLC

CIK 0001842572 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.448
AUM ($M)
277
Positions
154
Turnover
0.08
Top-10 wt
52%
Herfindahl
0.041
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 161 positions · portfolio value $277M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR ADD — 12.7% +0.4% 35.0 46,761 +980 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 8.4% +1.9% 23.2 143,826 +1,568 5 —
☆MOAT funds › VANECK ETF TRUST ADD — 7.4% -0.4% 20.5 197,070 +996 5 —
☆DIVO funds › AMPLIFY ETF TR ADD — 5.0% -0.4% 13.8 300,980 +7,461 5 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 4.1% -0.0% 11.3 99,819 +2,942 5 —
☆COWZ funds › PACER FDS TR TRIM — 3.5% -0.6% 9.7 156,643 -4,134 5 —
☆AAPL funds › APPLE INC ADD — 3.5% +0.1% 9.7 33,599 +974 5 —
☆IWF funds › ISHARES TR ADD — 3.2% +0.1% 8.8 70,538 +52,897 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.6% +0.8% 7.1 35,577 +11,002 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 2.2% -0.2% 6.1 73,364 +2,295 5 —
☆MSFT funds › MICROSOFT CORP ADD — 2.1% -0.1% 5.7 15,321 +741 5 —
☆GOOGL funds › ALPHABET INC ADD — 1.9% +0.3% 5.2 14,569 +812 5 —
☆AVGO funds › BROADCOM INC TRIM — 1.7% +0.1% 4.8 12,759 -15 5 —
☆BLDR funds › BUILDERS FIRSTSOURCE INC ADD — 1.6% -0.1% 4.3 48,075 +9 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 1.3% +0.2% 3.7 75,132 +11,020 4 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 1.3% +0.0% 3.7 105,415 +1,119 5 —
☆UNP funds › UNION PAC CORP TRIM — 1.2% -0.0% 3.5 12,689 -110 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.1% +0.0% 2.9 12,267 +152 5 —
☆SPTM funds › SPDR SERIES TRUST TRIM — 1.1% -0.0% 2.9 32,133 -408 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.9% +0.6% 2.5 2,136 +128 3 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.9% -0.1% 2.5 17,949 +98 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.9% +0.0% 2.4 7,445 +244 5 —
☆V funds › VISA INC ADD — 0.9% +0.0% 2.4 7,035 +192 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.7% -0.1% 1.9 3,848 -152 5 —
☆PBUS funds › INVESCO EXCH TRADED FD TR II TRIM — 0.7% -0.3% 1.8 24,277 -12,990 5 —
☆BX funds › BLACKSTONE INC TRIM — 0.7% -0.2% 1.8 15,377 -1,902 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II TRIM — 0.6% -0.2% 1.8 5,841 -3,091 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.6% -0.3% 1.7 10,180 -107 5 —
☆AVNM funds › AMERICAN CENTY ETF TR TRIM — 0.6% -0.4% 1.7 20,041 -10,504 5 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.6% +0.1% 1.6 8,330 -1 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.5% +0.0% 1.5 4,101 +10 5 —
☆SGOV funds › ISHARES TR TRIM — 0.5% -0.2% 1.5 14,617 -3,548 5 —
☆EOG funds › EOG RES INC TRIM — 0.5% -0.2% 1.4 11,103 -577 5 —
☆HD funds › HOME DEPOT INC ADD — 0.5% -0.0% 1.4 3,872 +178 5 —
☆NOW funds › SERVICENOW INC TRIM — 0.5% -0.1% 1.4 13,679 -317 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.5% -0.2% 1.3 9,488 -205 5 —
☆GOOG funds › ALPHABET INC ADD — 0.5% +0.1% 1.3 3,593 +397 5 —
☆FDL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.4% -0.1% 1.2 25,302 -649 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.4% -0.2% 1.2 15,100 -7,151 5 —
☆EME funds › EMCOR GROUP INC ADD — 0.4% -0.0% 1.2 1,470 +3 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.4% +0.0% 1.2 41,163 +97 4 —
☆SPAB funds › SPDR SERIES TRUST TRIM — 0.4% -0.1% 1.2 46,564 -1,236 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.4% +0.1% 1.1 3,731 +140 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.4% -0.3% 1.1 1,420 -957 5 —
☆FIBK funds › FIRST INTST BANCSYSTEM INC ADD — 0.4% +0.0% 1.0 26,964 +12 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.4% -0.1% 1.0 12,990 -281 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.4% +0.2% 1.0 1,756 +68 5 —
☆ABBV funds › ABBVIE INC ADD — 0.4% +0.0% 1.0 4,051 +173 5 —
☆TY funds › TRI CONTL CORP TRIM — 0.4% -0.0% 1.0 29,314 -300 5 —
☆QUAL funds › ISHARES TR ADD — 0.4% +0.0% 1.0 4,531 +5 5 —
☆WMT funds › WALMART INC ADD — 0.4% -0.1% 1.0 8,641 +452 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.3% -0.1% 1.0 1,033 +41 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.3% -0.1% 1.0 1,882 +7 5 —
☆GLW funds › CORNING INC ADD — 0.3% +0.1% 0.9 3,667 +38 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.1% 0.9 29,470 -2,426 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.3% +0.1% 0.9 2,225 +148 3 —
☆NFLX funds › NETFLIX INC. ADD — 0.3% -0.2% 0.9 12,695 +461 5 —
☆ATO funds › ATMOS ENERGY CORP TRIM — 0.3% -0.1% 0.9 5,261 -6 5 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.3% -0.1% 0.9 28,233 +461 5 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.3% -0.0% 0.9 5,901 -37 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.3% -0.0% 0.9 5,927 +102 5 —
☆INTC funds › INTEL CORP TRIM — 0.3% +0.2% 0.9 6,178 -404 5 —
☆NVS funds › NOVARTIS AG ADD — 0.3% -0.0% 0.9 5,463 +5 5 —
☆PEP funds › PEPSICO INC ADD — 0.3% -0.1% 0.9 6,302 +32 5 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.3% -0.0% 0.8 7,866 +27 3 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.3% +0.1% 0.8 1,153 -10 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.3% -0.1% 0.8 6,056 -2,828 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.3% -0.2% 0.8 18,309 -14,180 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.3% +0.1% 0.8 735 +86 5 —
☆TAXF funds › AMERICAN CENTY ETF TR ADD — 0.3% +0.1% 0.8 15,237 +4,990 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.3% +0.1% 0.8 6,510 +295 5 —
☆FTGS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% -0.3% 0.8 20,609 -18,915 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.3% +0.0% 0.7 12,207 -75 5 —
☆DSI funds › ISHARES TR ADD — 0.2% +0.0% 0.7 4,824 +139 5 —
☆META funds › META PLATFORMS INC ADD — 0.2% +0.0% 0.7 1,209 +194 5 —
☆SPIB funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 0.7 20,007 -324 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.2% -0.0% 0.7 12,976 +24 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% -0.0% 0.6 7,206 -3,669 5 —
☆LOW funds › LOWES COS INC ADD — 0.2% -0.0% 0.6 2,860 +242 5 —
☆NEA funds › NUVEEN AMT FREE QLTY MUN INC HOLD — 0.2% -0.0% 0.6 53,685 +0 5 —
☆AMGN funds › AMGEN INC TRIM — 0.2% -0.0% 0.6 1,666 -3 5 —
☆FIXD funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.1% 0.6 13,751 -2,968 5 —
☆JSMD funds › JANUS DETROIT STR TR TRIM — 0.2% -0.1% 0.6 5,884 -3,475 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST TRIM — 0.2% +0.0% 0.6 2,078 -106 5 —
☆FPE funds › FIRST TR EXCH TRADED FD III TRIM — 0.2% -0.1% 0.6 33,127 -5,700 5 —
☆MS funds › MORGAN STANLEY TRIM — 0.2% +0.0% 0.6 2,803 -180 5 —
☆IWR funds › ISHARES TR TRIM — 0.2% -0.0% 0.6 5,041 -130 5 —
☆IJR funds › ISHARES TR HOLD — 0.2% +0.0% 0.6 3,749 +0 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.2% +0.2% 0.5 1,823 +1,823 1 —
☆HON funds › HONEYWELL INTL INC NEW — 0.2% +0.2% 0.5 2,247 +2,247 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.2% +0.2% 0.5 2,226 +2,226 1 —
☆BE funds › BLOOM ENERGY CORP HOLD — 0.2% +0.1% 0.5 1,576 +0 2 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.0% 0.5 1,665 +178 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.0% 0.5 1,824 +95 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.2% +0.0% 0.5 908 +324 5 —
☆OC funds › OWENS CORNING NEW ADD — 0.2% +0.0% 0.5 2,871 +65 3 —
☆KR funds › KROGER CO ADD — 0.2% -0.1% 0.5 8,218 +68 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.2% +0.0% 0.4 375 +64 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.2% -0.0% 0.4 4,645 -92 5 —
☆PAVE funds › GLOBAL X FDS TRIM — 0.2% -0.0% 0.4 7,350 -500 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.2% -0.0% 0.4 835 -35 5 —
☆TSLA funds › TESLA INC TRIM — 0.2% -0.1% 0.4 1,010 -613 5 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.1% +0.1% 0.4 1,165 +1,165 1 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.4 10,591 +3 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.4 3,232 +2,828 5 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.1% +0.0% 0.4 365 +28 5 —
☆J funds › JACOBS SOLUTIONS INC ADD — 0.1% -0.0% 0.4 2,816 +16 5 —
☆MCD funds › MCDONALDS CORP ADD — 0.1% -0.0% 0.3 1,166 +77 5 —
☆SYK funds › STRYKER CORPORATION ADD — 0.1% -0.0% 0.3 991 +28 5 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.1% +0.0% 0.3 1,526 +172 5 —
☆KO funds › COCA COLA CO ADD — 0.1% -0.0% 0.3 3,763 +158 3 —
☆ETN funds › EATON CORP PLC ADD — 0.1% +0.0% 0.3 715 +50 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.3 1,563 +95 4 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.3 430 +0 4 —
☆GE funds › GE AEROSPACE NEW — 0.1% +0.1% 0.3 784 +784 1 —
☆MPC funds › MARATHON PETE CORP ADD — 0.1% -0.0% 0.3 1,140 +68 2 —
☆DVY funds › ISHARES TR ADD — 0.1% -0.0% 0.3 1,864 +57 5 —
☆SXC funds › SUNCOKE ENERGY INC TRIM — 0.1% +0.0% 0.3 35,981 -1,101 3 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.1% +0.1% 0.3 587 +587 1 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.1% -0.0% 0.3 3,123 -401 2 —
☆MO funds › ALTRIA GROUP INC ADD — 0.1% -0.0% 0.3 3,762 +66 5 —
☆BA funds › BOEING CO ADD — 0.1% -0.0% 0.3 1,211 +11 5 —
☆IEFA funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 2,699 +0 2 —
☆GS funds › GOLDMAN SACHS GROUP INC NEW — 0.1% +0.1% 0.3 257 +257 1 —
☆USFR funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.3 5,047 -660 5 —
☆GUNR funds › FLEXSHARES TR NEW — 0.1% +0.1% 0.3 5,155 +5,155 1 —
☆QCOM funds › QUALCOMM INC NEW — 0.1% +0.1% 0.3 1,371 +1,371 1 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.1% -0.0% 0.2 2,969 +0 5 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 0.2 12,033 +25 5 —
☆JAAA funds › JANUS DETROIT STR TR NEW — 0.1% +0.1% 0.2 4,835 +4,835 1 —
☆EMR funds › EMERSON ELEC CO ADD — 0.1% -0.0% 0.2 1,692 +31 2 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 0.2 12,393 +23 5 —
☆VENU funds › VENU HLDG CORP ADD — 0.1% -0.0% 0.2 105,060 +15,060 5 —
☆EOS funds › EATON VANCE ENHANCED EQUITY HOLD — 0.1% -0.0% 0.2 10,667 +0 5 —
☆ADBE funds › ADOBE INC ADD — 0.1% -0.0% 0.2 1,133 +17 2 —
☆DE funds › DEERE & CO NEW — 0.1% +0.1% 0.2 366 +366 1 —
☆GEV funds › GE VERNOVA INC NEW — 0.1% +0.1% 0.2 196 +196 1 —
☆USMV funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 2,379 -40 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.1% -0.0% 0.2 1,438 +1 4 —
☆IJH funds › ISHARES TR NEW — 0.1% +0.1% 0.2 2,910 +2,910 1 —
☆APO funds › APOLLO GLOBAL MGMT INC ADD — 0.1% -0.0% 0.2 1,869 +16 5 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 0.2 1,130 +1,130 1 —
☆FMHI funds › FIRST TR EXCH TRADED FD III TRIM — 0.1% -0.1% 0.2 4,351 -3,239 5 —
☆SPYG funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.2 1,759 +1,759 1 —
☆T funds › AT&T INC ADD — 0.1% -0.0% 0.2 10,064 +626 5 —
☆VBR funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.2 852 +852 1 —
☆PM funds › PHILIP MORRIS INTL INC NEW — 0.1% +0.1% 0.2 1,141 +1,141 1 —
☆BLK funds › BLACKROCK INC NEW — 0.1% +0.1% 0.2 208 +208 1 —
☆NAD funds › NUVEEN QUALITY MUNCP INCOME HOLD — 0.1% -0.0% 0.2 15,832 +0 3 —
☆ET funds › ENERGY TRANSFER L P TRIM — 0.1% -0.0% 0.2 10,010 -300 4 —
☆USA funds › LIBERTY ALL STAR EQUITY FD HOLD — 0.1% -0.0% 0.2 31,769 +0 5 —
☆MMU funds › WESTERN ASSET MANAGED MUNS F HOLD — 0.0% -0.0% 0.1 11,371 +0 5 —
☆QUBT funds › QUANTUM COMPUTING INC TRIM — 0.0% +0.0% 0.1 11,750 -1,500 4 —
☆RITM funds › RITHM CAPITAL CORP HOLD — 0.0% -0.0% 0.1 10,915 +0 2 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.4% 0.0 0 -4,512 0 —
☆HISF funds › FIRST TR EXCHANGE-TRADED FD EXIT — 0.0% -0.1% 0.0 0 -4,590 0 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF EXIT — 0.0% -0.2% 0.0 0 -11,255 0 —
☆CLF funds › CLEVELAND-CLIFFS INC NEW EXIT — 0.0% -0.0% 0.0 0 -10,000 0 —
☆KTOS funds › KRATOS DEFENSE & SEC SOLUTIO EXIT — 0.0% -0.1% 0.0 0 -3,802 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -1,391 0 —
☆SCHZ funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -9,705 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 277 154 0.08 52% 0.041 0.447 — in
2026Q1 244 143 0.07 51% 0.038 0.441 — in
2025Q4 250 142 0.06 52% 0.040 0.431 — in
2025Q3 244 143 0.05 51% 0.039 0.454 — in
2025Q2 226 138 0.06 51% 0.039 0.455 — entered
2025Q1 214 133 0.00 52% 0.040 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status