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CIK: 0002010748
Total reported value
$522.5M
$522.5M
94 檔
50.3%
In Q1 2026, Wealth Group Ltd's U.S. equity holdings reached a combined market value of $522.5M, distributed across 94 disclosed stock positions.
Wealth Group Ltd executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 4 holdings and trimming 30 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BBUS, QUAL) accounted for 50.3% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 23.26% | -0.83% | -0.96% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 15.75% | +0.45% | +8.45% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 9.16% | -0.09% | +2.81% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.40% | +0.50% | +1.69% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.29% | +0.80% | +0.88% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.28% | +0.25% | +6.86% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.91% | -0.13% | +1.02% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.44% | -0.76% | -0.76% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.11% | +0.12% | +6.49% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.66% | -0.21% | -8.89% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.58% | +0.44% | +19.53% | |
| 12 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.21% | -0.28% | -8.45% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.88% | -0.06% | -11.10% | |
| 14 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.82% | +0.12% | -0.66% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.79% | -0.04% | +2.59% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.72% | — | -0.46% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.67% | -0.05% | +7.60% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.64% | — | +4.03% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.64% | -0.09% | -2.92% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.60% | -0.03% | -5.04% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | -0.03% | -4.75% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | -0.02% | +2.02% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.57% | -0.01% | +4.56% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.49% | +0.03% | -0.55% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.01% | +0.77% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.01% | -2.45% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.43% | -0.03% | +0.54% | |
| 28 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.38% | +0.01% | +31.47% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.02% | +5.80% | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 0.33% | -0.03% | +0.43% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.31% | -0.06% | -1.71% | |
| 32 | CLFD | Clearfield Inc | Stock-Other | 0.28% | +0.08% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.05% | -2.95% | |
| 34 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.24% | -0.06% | -24.87% | |
| 35 | PCAR | Paccar Inc | Stock-Industrials | 0.22% | -0.02% | — | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.22% | — | +23.97% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.04% | -0.62% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.22% | -0.02% | -1.15% | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.21% | — | +12.39% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.20% | -0.01% | +4.79% | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.20% | -0.05% | -3.98% | |
| 42 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.19% | +0.01% | +5.40% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.18% | -0.02% | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | — | — | |
| 45 | CGMU | Cap Group Municipal Income | ETF-Other | 0.16% | -0.03% | — | |
| 46 | MMM | 3m Co | Stock-Industrials | 0.16% | +0.06% | +22.98% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.14% | — | +0.14% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | — | -1.24% | |
| 49 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.13% | +0.01% | — | |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.13% | -0.02% | +55.26% |
According to official SEC Form 13F filings, Wealth Group Ltd reported a total U.S. public equity portfolio value of $522.5M across 94 disclosed positions in Q1 2026.
During Q1 2026, Wealth Group Ltd's top holdings by market value included IVV (23.3%)、BBUS (15.8%)、QUAL (9.2%). The largest single position, IVV, represented 23.3% of total portfolio value.
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Top New Position Initiated
CGMU
市值: $703.5K
Top Position Liquidated / Trimmed
DMCY
前期市值: $359.7K
In Q1 2026, Wealth Group Ltd made 74 total portfolio adjustments, initiating 9 new buys, adding to 31 positions, trimming 30 holdings, and fully liquidating 4 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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