§ 13F · FUND PROFILE
Wealth Group Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $432M (13F)Positions · 87Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES | 156K | $102M | 23.3% | −1% |
| 2 | BBUS | JP Morgan | 590K | $69M | 15.7% | +8% |
| 3 | QUAL | ISHARES | 210K | $40M | 9.2% | +3% |
| 4 | QQQ | Invesco | 49K | $28M | 6.4% | +2% |
| 5 | VGT | Vanguard | 33K | $23M | 5.3% | +1% |
| 6 | DYNF | Ishares | 398K | $23M | 5.3% | +7% |
| 7 | VOO | Vanguard | 36K | $22M | 4.9% | +1% |
| 8 | COWZ | Pacer | 312K | $20M | 4.4% | −1% |
| 9 | OEF | ISHARES | 57K | $18M | 4.1% | +6% |
| 10 | DGRO | ISHARES | 104K | $7M | 1.7% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Group Ltd is a Other fund managing $432 million in assets. The fund runs a portfolio of 87 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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