§ 13F · FUND PROFILE
Wealth Group Ltd.
AUM · $523M (13F)Positions · 95Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES | 157K | $117M | 22.4% | ±0% |
| 2 | BBUS | JP Morgan | 629K | $85M | 16.2% | +7% |
| 3 | QUAL | ISHARES | 216K | $47M | 9.1% | +3% |
| 4 | QQQ | Invesco | 49K | $36M | 6.9% | +1% |
| 5 | VGT | Vanguard | 266K | $32M | 6.1% | +699% |
| 6 | DYNF | Ishares | 425K | $29M | 5.5% | +7% |
| 7 | VOO | Vanguard | 36K | $25M | 4.8% | +1% |
| 8 | OEF | ISHARES | 60K | $22M | 4.2% | +6% |
| 9 | COWZ | Pacer | 309K | $19M | 3.7% | −1% |
| 10 | QQQM | Ishares | 35K | $11M | 2.0% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Group Ltd is a Other fund managing $523 million in assets. The fund runs a portfolio of 95 positions.
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