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Wealth Group Ltd 13F holdings

Filed 2026-07-10 · Wealth Group Ltd · 95 positions · $522.5M

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TickerCompanySharesValue% of portfolio
IVVISHARES156.5K$117.2M22.4%
BBUSJP Morgan628.5K$84.7M16.2%
QUALISHARES215.9K$47.4M9.1%
QQQInvesco49.0K$36.1M6.9%
VGTVanguard266.0K$31.8M6.1%
DYNFIshares425.0K$28.9M5.5%
VOOVanguard36.3K$25.0M4.8%
OEFISHARES60.4K$22.1M4.2%
COWZPacer308.9K$19.2M3.7%
QQQMIshares34.8K$10.5M2.0%
DGROISHARES100.1K$7.6M1.5%
RPGInvesco76.9K$4.9M0.9%
ICOWpacer117.0K$4.9M0.9%
VXFVanguard17.4K$4.3M0.8%
SCHXSchwab133.9K$3.9M0.8%
SCHMSchwab102.2K$3.8M0.7%
ESGVVanguard25.3K$3.3M0.6%
IXUSISHARES34.0K$3.2M0.6%
IJHISHARES38.9K$3.0M0.6%
SCHBSchwab102.4K$3.0M0.6%
VTIVanguard7.9K$2.9M0.6%
ITOTISHARES17.7K$2.9M0.6%
NOBLProshares51.4K$2.9M0.6%
SCHASchwab74.6K$2.7M0.5%
NVDANVIDIA CORPORATION11.7K$2.3M0.4%
SPYstate street3.1K$2.3M0.4%
AAPLAPPLE INCORPORATED7.3K$2.1M0.4%
BKLCBNY MELLON US LARGE CAP CORE EQUITY ETF14.1K$2.0M0.4%
CLFDCLEARFIELD INCORPORATED47.0K$1.9M0.4%
SPYMstate street20.4K$1.8M0.3%
IQLTISHARES31.6K$1.6M0.3%
BNDVanguard17.6K$1.3M0.2%
SPHQIshares12.8K$1.2M0.2%
MMM3M COMPANY7.1K$1.1M0.2%
BUFRFirst Trust29.9K$1.1M0.2%
MRVLMARVELL TECHNOLOGY INCORPORATED3.6K$1.1M0.2%
VXUSVanguard12.3K$1.0M0.2%
VFLOVictory22.4K$1.0M0.2%
PCARPACCAR INCORPORATED8.5K$1.0M0.2%
XLKstate street5.3K$1.0M0.2%
BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW2.0K$1.0M0.2%
CALFPacer18.9K$954,2600.2%
MSFTMICROSOFT CORPORATION2.5K$930,1270.2%
AVGOBROADCOM INCORPORATED2.4K$893,7570.2%
—PGIM28.1K$860,2180.2%
VIGVanguard3.6K$841,8940.2%
IUSBISHARES17.0K$784,7810.2%
GOOGLALPHABET INCORPORATED CAP STK CLASS A2.1K$738,3260.1%
IJRISHARES4.9K$725,0880.1%
EBAYEbay Inc6.5K$720,8990.1%
VUGVanguard7.7K$662,1800.1%
CGMUCapital Group23.8K$653,5940.1%
UNHUNITEDHEALTH GROUP INCORPORATED1.4K$576,4790.1%
FBTCfidelity11.1K$566,1450.1%
VTVVanguard2.6K$563,5580.1%
—Nuveen10.1K$546,0010.1%
AMZNAMAZON COM INCORPORATED2.3K$539,6020.1%
DSEPFirst Trust11.0K$519,6580.1%
WMTWALMART INCORPORATED4.5K$514,9930.1%
CGUSCapital Group11.3K$504,5250.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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