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Altus Wealth Group LLC
RIA/Wealth
Altus Wealth Group LLC is a RIA/Wealth based in Woodbury, NY led by Nancy Pizarro Mercado, reporting $572.6M in AUM as of Q3 2025 with 62% ETF concentration and 51% concentrated in top 10 holdings.
CCONancy Pizarro Mercado
- Portfolio Value
- $243.5M
- Positions
- 143
- Top Holding
- IVV at 12.25%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Altus Wealth Group LLC's portfolio (51.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $29.8M | 12.25% | +$686.0K Bought | — 44.6K shares | |
ETF ETF | $17.7M | 7.27% | +$220.5K Bought | — 178.6K shares | |
ETF ETF | $16.7M | 6.85% | +$754.1K Bought | — 137.7K shares | |
ETF ETF | $16.5M | 6.76% | -$1.4M Sold | — 286.4K shares | |
ETF ETF | $9.1M | 3.73% | -$357.2K Sold | — 86.5K shares | |
ETF ETF | $8.2M | 3.38% | -$43.6K Sold | — 17.6K shares | |
Consumer Electronics Technology | $8.1M | 3.31% | +$256.9K Bought | 0.00% 31.7K shares | |
Software - Infrastructure Technology | $7.4M | 3.06% | -$113.4K Sold | 0.00% 14.4K shares | |
ETF ETF | $5.6M | 2.28% | +$59.1K Bought | — 66.1K shares | |
Construction Industrials | $5.5M | 2.24% | -$3.0K Sold | 0.04% 45.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Altus Wealth Group LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+250.0% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Altus Wealth Group LLC
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