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Altus Wealth Group LLC
Altus Wealth Group LLC is a Colorado-based SEC-registered investment adviser founded in 2017 and headquartered in Colorado Springs. The firm manages assets for individuals, including high net worth clients, as well as charitable organizations and a small number of businesses. As of early 2025, Altus Wealth Group oversees $572.6 million in assets and employs 7 professionals, with a majority focused on investment advisory and brokerage roles. The firm specializes in personalized wealth management and financial planning services for U.S. clients.
Investment Strategy
Altus Wealth Group LLC offers discretionary and non-discretionary portfolio management focused primarily on U.S. individuals and families, including high net worth clients. The firm builds client portfolios using publicly traded equities and other securities, seeking diversification across sectors with holdings in major companies such as Apple, Microsoft, Amazon, and Berkshire Hathaway. Its philosophy emphasizes tailored financial planning, risk management, and long-term value growth aligned with client goals.
Latest 13F Filing Activity
Altus Wealth Group LLC filed their most recent 13F report on Sep 30, 2025 disclosing 143 equity positions with a total 13F market value of $244M. The fund increased holdings in Ishares TR, Invesco Exch Traded FD TR II, Apple Inc. among other positions. Altus Wealth Group LLC reduced exposure to Pacer FDS TR, Intel Corp., Servicenow Inc. among others.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.25% | $29.8M | 44,588 | $511.22 | $669.30 | +$2.8M |
M MOAT | VANECK ETF TRUST | 7.27% | $17.7M | 178,609 | $86.90 | $99.11 | +$1.2M |
S SPMO | INVESCO EXCH TRADED FD TR II | 6.85% | $16.7M | 137,743 | $95.11 | $121.06 | +$1.9M |
C COWZ | PACER FDS TR | 6.76% | $16.5M | 286,393 | $55.21 | $57.47 | -$663.0K |
X XMHQ | INVESCO EXCHANGE TRADED FD T | 3.73% | $9.1M | 86,493 | $98.24 | $104.96 | +$247.0K |
Industry Allocation
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