Altus Wealth Group LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The report lists 147 distinct positions held by the firm, with Nancy P. Mercado serving as the Chief Compliance Officer responsible for the filing.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The top individual stock holding is Microsoft Corporation, with 7,357,500 shares. Other significant positions include NVIDIA Corporation (7,517,912 shares), Apple Inc. (9,860,697 shares), and Taiwan Semiconductor Manufacturing Company (281,469 shares).
Altus Wealth also holds substantial stakes in major financial institutions and consumer goods companies. JPMorgan Chase & Co. is held in 2,220,714 shares, while Berkshire Hathaway Inc. is held in 1,959,433 shares. In the consumer sector, Walmart Inc. and Costco Wholesale Corporation are held in 717,031 and 897,595 shares, respectively.
A significant portion of the portfolio is allocated to ETFs. The Invesco Exchange Traded Fund Trust II S&P 500 Momentum ETF is held in 21,741,168 shares, and the iShares Core S&P 500 ETF is held in 36,793,471 shares. Other notable ETF positions include the VanEck ETF Trust Morningstar Wide Moat (21,035,854 shares) and the Invesco Exchange Traded Fund Trust II Nasdaq 100 ETF (392,986 shares).
