Altus Wealth Group LLC
SEC Form 13F institutional filer · CIK 0001842572
13F-HR · 82 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
62.4%
Altus Wealth Group LLC — $161M AUM allocation strategy
Altus Wealth Group LLC files SEC Form 13F and reports $161M of long US equity value across 82 reported holdings for 2026-03-31.
Its largest sector bet is Financials 24.9%, followed by Information Technology 13.6% and Industrials 4.4%.
The top 10 holdings account for 62% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Altus Wealth Group LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$161M
total across 82 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
62% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +5.39K sh · −$395K+$BLDR +2.72K sh · −$709K+$IVV +1.81K sh · −$1.8M
Biggest trims (shares)
−$APO −8.59K sh · −$1.31M−$SCHW −4.24K sh · −$12.4K−$XLK −3.96K sh · −$662K
Exited to nil (held last quarter, gone now)
$PANW ($236K last qtr)$NRG ($229K last qtr)$QCOM ($222K last qtr)$GS ($215K last qtr)$BLK ($212K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks17.6%—
- Technology Hardware, Storage & Peripherals5.2%—
- Semiconductors5.1%—
- Investment Banking & Brokerage3.6%—
- Systems Software3.3%—
- Building Products2.4%—
- Interactive Media & Services2.4%—
- Rail Transportation1.9%—
- Other holdings58.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 264K | $26.4M | +5.39K | 16.4% |
| $AAPL | Apple Inc | 32.6K | $8.28M | +1.31K | 5.1% |
| $SCHW | Charles Schwab Corporation | 198K | $5.74M | -4.24K | 3.6% |
| $MSFT | Microsoft Corporation | 14.6K | $5.4M | +59 | 3.3% |
| $NVDA | NVIDIA Corporation | 24.6K | $4.29M | +276 | 2.7% |
| $BLDR | Builders FirstSource Inc | 48.1K | $3.96M | +2.72K | 2.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 13.8K | $3.96M | +96 | 2.5% |
| $AVGO | Broadcom Inc | 12.8K | $3.95M | -576 | 2.5% |
…and 74 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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