§ 13F · FUND PROFILE
Wealth Group Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $392.7T (13F)Positions · 78Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES | 158K | $108.1T | 24.2% | −8% |
| 2 | BBUS | JP Morgan | 544K | $67.1T | 15.0% | +44% |
| 3 | QUAL | ISHARES | 204K | $40.5T | 9.1% | +4% |
| 4 | QQQ | Invesco | 48K | $29.4T | 6.6% | +20% |
| 5 | VGT | Vanguard | 33K | $24.9T | 5.6% | −7% |
| 6 | DYNF | Ishares | 373K | $22.7T | 5.1% | +40% |
| 7 | VOO | Vanguard | 36K | $22.4T | 5.0% | −12% |
| 8 | COWZ | Pacer | 314K | $18.9T | 4.2% | −15% |
| 9 | OEF | ISHARES | 53K | $18.3T | 4.1% | +41% |
| 10 | DGRO | ISHARES | 114K | $7.9T | 1.8% | −31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Group Ltd is a Other fund managing $392747.6 trillion in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed