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Nancy P Mercado

Altus Wealth Group Llc

Assets Managed
$276.835M
Holdings
154
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
13.42%(2Q avg: 5.49%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Altus Wealth Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 154 positions.

Assets under management

The assets under management (AUM) of Altus Wealth Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 276.835M in assets, with a quarterly growth rate of 13.42% and a 2-quarter average growth rate of 5.49%. The portfolio is managed by Nancy P Mercado, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.15%
12.65%
$35.019M
46,761 shares@ $748.89 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 1.11%
8.4%
$23.234M
143,826 shares@ $161.55 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Increased 0.51%
7.41%
$20.487M
197,070 shares@ $103.96 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 2.55%
4.97%
$13.755M
300,980 shares@ $45.7 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 3.04%
4.08%
$11.268M
99,819 shares@ $112.88 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -2.57%
3.52%
$9.743M
156,643 shares@ $62.21 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.99%
3.52%
$9.722M
33,599 shares@ $289.36 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 299.86%
3.17%
$8.759M
70,538 shares@ $124.18 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 44.77%
2.58%
$7.119M
35,577 shares@ $200.1 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 3.23%
2.2%
$6.064M
73,364 shares@ $82.66 avg price

1-10 of 154