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CIK: 0002010748
Total reported value
$522.5M
$522.5M
78 檔
43.2%
According to the latest 13F quarterly dataset, Wealth Group Ltd managed an equity portfolio of $522.5M at the end of Q2 2025, spanning 78 distinct U.S. exchange-listed positions.
In Q2 2025, Wealth Group Ltd displayed an active expansion posture, initiating 15 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.79% | -0.83% | -4.41% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.74% | -0.09% | +4.78% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.42% | +0.80% | -3.84% | |
| 4 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 6.30% | +0.45% | +350.12% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.25% | -0.13% | -9.34% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.94% | -0.76% | -11.47% | |
| 7 | ICOW | Pacer Developed Markets Inte | ETF-Other | 3.98% | -0.28% | -30.40% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.91% | -0.21% | -21.69% | |
| 9 | ✓ | Stock-Other | 3.46% | — | +283.69% | ||
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.71% | -0.06% | -30.74% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.09% | +0.25% | +378.64% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.84% | -0.06% | -41.18% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.64% | +0.12% | +384.89% | |
| 14 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.95% | +0.12% | -1.23% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.84% | -0.03% | -6.89% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.82% | -0.04% | +13.14% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.77% | — | -1.23% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.74% | -0.09% | -0.12% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.73% | — | -7.62% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.69% | -0.03% | -6.06% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.69% | -0.05% | -4.73% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.61% | -0.01% | +6.74% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.05% | +71.96% | |
| 24 | CLFD | Clearfield Inc | Stock-Other | 0.52% | +0.08% | — | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.51% | +0.03% | -1.20% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.01% | +1.15% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.47% | -0.05% | -7.16% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.44% | -0.03% | -0.44% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.02% | — | |
| 30 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.42% | +0.44% | — | |
| 31 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.41% | +0.01% | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | -0.02% | +0.29% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.36% | -0.06% | -0.97% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.04% | -0.78% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.01% | +6.00% | |
| 36 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.28% | — | — | |
| 37 | IQLT | Ishares Msci International Q | ETF-Other | 0.23% | -0.03% | -3.55% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.23% | -0.01% | — | |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.22% | — | — | |
| 40 | PCAR | Paccar Inc | Stock-Industrials | 0.21% | -0.02% | — | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.19% | -0.02% | -21.77% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.19% | -0.02% | -5.75% | |
| 43 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.18% | +0.01% | — | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.16% | -0.05% | EXIT | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.15% | — | -9.95% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.14% | +0.01% | +7.45% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.14% | — | -1.56% | |
| 48 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.13% | -0.02% | +35.17% | |
| 49 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.13% | -0.02% | -31.23% | |
| 50 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.13% | +0.01% | -16.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BBUS | Jpmorgan Betabuilders US Equ | +4.9% | +350.12% | Add |
| 2 | ✓ | +2.6% | +283.69% | Add | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +1.6% | +378.64% | Add |
| 4 | OEF | Ishares S&p 100 ETF | +1.3% | +384.89% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | NEW | New buy |
| 6 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | NEW | New buy |
| 7 | BKLC | Bny Mellon US Lrg Cap Cor | +0.4% | NEW | New buy |
| 8 | BITB | Bitwise Bitcoin ETF | +0.3% | NEW | New buy |
| 9 | XLK | Ss Technology Select Sector | +0.2% | NEW | New buy |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | NEW | New buy |
| 11 | VFLO | Victoryshares Free Cash Flow | +0.2% | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +71.96% | Add |
| 13 | VGT | Vanguard Info Tech ETF | +0.1% | -3.84% | Trim |
| 14 | CLFD | Clearfield Inc | +0.1% | — | Unchanged |
| 15 | SCHX | Schwab US Large-cap ETF | +0.1% | +13.14% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +6.00% | Add |
| 17 | MGC | Vanguard Mega Cap ETF | +0.1% | NEW | New buy |
| 18 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 19 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 20 | MSTR | Strategy Inc | +0.1% | NEW | New buy |
| 21 | ECL | Ecolab Inc | +0.1% | NEW | New buy |
| 22 | ✓ | Metaplanet Inc. | +0.1% | NEW | New buy |
| 23 | PWV | Invesco Large Cap Value ETF | +0.1% | NEW | New buy |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 25 | MSFT | Microsoft CORP | 0% | -0.78% | Trim |
| 26 | RPG | Invesco S&p 500 Pure Growth | 0% | -1.23% | Trim |
| 27 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 28 | ITOT | Ishares Core S&p Total U.s. | 0% | +6.74% | Add |
| 29 | DSEP | Ft Vest U.s. Equity Deep Buf | 0% | +35.17% | Add |
| 30 | INTU | Intuit Inc | 0% | — | Unchanged |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.15% | Add |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.29% | Add |
| 33 | SCHA | Schwab US Small-cap ETF | 0% | -1.20% | Trim |
| 34 | CLX | Clorox Company | -0.1% | EXIT | Sold out |
| 35 | HD | Home Depot Inc | -0.1% | EXIT | Sold out |
| 36 | SCHM | Schwab US Mid Cap ETF | -0.1% | -1.23% | Trim |
| 37 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -4.73% | Trim |
| 38 | VXUS | Vanguard Total Intl Stock | -0.1% | -21.77% | Trim |
| 39 | AMGN | Amgen Inc | -0.1% | EXIT | Sold out |
| 40 | SCHB | Schwab US Broad Market ETF | -0.1% | -6.89% | Trim |
| 41 | AAPL | Apple Inc | -0.1% | -0.44% | Trim |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | -7.16% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.1% | +7.45% | Add |
| 44 | QUAL | Ishares Msci USA Quality Fac | -0.2% | +4.78% | Add |
| 45 | VXF | Vanguard Extended Market ETF | -1.3% | -30.74% | Trim |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -1.5% | -41.18% | Trim |
| 47 | DGRO | Ishares Core Dividend Growth | -1.6% | -21.69% | Trim |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | -1.7% | -11.47% | Trim |
| 49 | ICOW | Pacer Developed Markets Inte | -2.1% | -30.40% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -2.7% | -4.41% | Trim |
According to official SEC Form 13F filings, Wealth Group Ltd reported a total U.S. public equity portfolio value of $522.5M across 78 disclosed positions in Q2 2025.
During Q2 2025, Wealth Group Ltd's top holdings by market value included IVV (29.8%)、QUAL (8.7%)、VGT (6.4%). The largest single position, IVV, represented 29.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, VGT) accounted for 43.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPYM
市值: $1.7M
Top Position Liquidated / Trimmed
AMGN
前期市值: $236.2K
In Q2 2025, Wealth Group Ltd made 47 total portfolio adjustments, initiating 15 new buys, adding to 13 positions, trimming 16 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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