Altus Wealth Group Q2 2026 Portfolio Activity Report

Investment Profile

This report details observable investment activities for Altus Wealth Group Llc during the second quarter of 2026, based on filings up to that date. The firm manages a substantial portfolio valued at $273.8 million (as disclosed).

Purchasing Shares: Significant Increases This Quarter

Altus Wealth Group Llc demonstrated considerable buying activity during Q2 2026, most notably increasing its stake in the ISHARES TR (IWF). The firm acquired an additional 52,897 shares of this exchange-traded fund focused on small-cap US equities, representing a massive 299.85% increase in its position during the quarter.

Additionally, there were significant purchases across other ETFs and stocks. The investor notably added to their holdings of AMPLIFY ETF TR (DIVO), acquiring 7,461 more shares as its position grew by 2.54%. There was also a substantial increase in the allocation for PACER FDS TR (COWZ) with an addition of -4,134 shares (though this is actually a decrease as per the data provided). Furthermore, Altus boosted its position in NVIDIA CORPORATION (NVDA), acquiring 11,002 more shares of these technology stocks.

Exiting Positions: Notable Reductions This Quarter

The investment strategy also involved exiting several positions during Q2. The investor sold out holdings in FIRST TR EXCHANGE-TRADED FD (FTGS), reducing its stake by 47.86% through a decrease of -18,915 shares.

Similarly, the position in FIRST TR EXCHANGE TRADED FD (SDVY) was completely liquidated during this period. The investor also sold out positions in other bond-related ETFs including INVESCO EXCH TRADED FD TR II (PBUS), which saw a reduction of -12,990 shares (-34.86% change), and FIRST TR EXCHANGE TRADED FD (RDVY) with an 85 share decrease representing a -32.14% reduction.

Mixed Activity: Other Changes Observed

Altus Wealth Group Llc also adjusted its holdings in other areas during the quarter. The investor increased their position slightly in CAPITAL GROUP DIVIDEND VALUE (CGDV), acquiring 1,020 more shares.

There was a significant change noted for another Vanguard fund holding, though the specific details are not provided in the top holdings list. The investor also sold out their position in FIRST TR EXCHANGE-TRADED FD (CIBR), reducing it by -3,669 shares (-33.74%).

Portfolio Context and Summary

The portfolio of Altus Wealth Group Llc appears heavily concentrated in exchange-traded funds as of June 30th, with the top five holdings accounting for approximately 37.5% of the total value ($100 million). The largest allocation remains ISHARES TR (IVV) at 12.65%, followed by other ETFs and a single stock position in Apple Inc.

The overall portfolio structure shows allocations across various sectors, with the majority of holdings categorized as 'Unknown' due to missing sector data for some ETFs. Technology represents one specific sector allocation totaling $17.9 million (62.81% of the disclosed portion). The significant buying activity in Q2 suggests confidence in certain exchange-traded vehicles and technology stocks, while the exits from bond funds indicate a potential shift away from fixed income strategies or adjustments to risk exposure during this period.