Question 1

What stocks does ALTUS WEALTH GROUP LLC hold in its portfolio?

Accepted Answer

ALTUS WEALTH GROUP LLC's top stock holdings include AAPL, IVV, NVDA and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ALTUS WEALTH GROUP LLC's largest stock holdings?

Accepted Answer

ALTUS WEALTH GROUP LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $9.7 million), IVV (valued at approximately $35.0 million), NVDA (valued at approximately $7.1 million), SPMO (valued at approximately $23.2 million), MOAT (valued at approximately $20.5 million).

Question 3

When was ALTUS WEALTH GROUP LLC's last SEC filing?

Accepted Answer

ALTUS WEALTH GROUP LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ALTUS WEALTH GROUP LLC recently bought or sold?

Accepted Answer

ALTUS WEALTH GROUP LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ALTUS WEALTH GROUP LLC reported?

Accepted Answer

ALTUS WEALTH GROUP LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does ALTUS WEALTH GROUP LLC hold options positions?

Accepted Answer

Yes, ALTUS WEALTH GROUP LLC holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does ALTUS WEALTH GROUP LLC invest in?

Accepted Answer

ALTUS WEALTH GROUP LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.