Long-term investor
Altus Wealth Group LLC @altuswealthgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001842572).
Record
- Tracked since 2025-06-30 (441 days), 89 trades recorded
- Returns: week n/a · month n/a · 90 days +11.1% · 6 months n/a · 1 year +15.2% · all +15.2%
- Max drawdown n/a · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 12.6% · long · since 2025-06-30
- SPMO · 8.4% · long · since 2025-06-30
- MOAT · 7.4% · long · since 2025-06-30
- DIVO · 5.0% · long · since 2025-06-30
- XMHQ · 4.1% · long · since 2025-06-30
- COWZ · 3.5% · long · since 2025-06-30
- AAPL · 3.5% · long · since 2025-06-30
- IWF · 3.2% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- VCIT · 2.2% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- GOOGL · 1.9% · long · since 2025-06-30