13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002010748
Total reported value
$540.0M
$540.0M
95 檔
58.7%
In Q2 2026, Wealth Group Ltd's U.S. equity holdings reached a combined market value of $540.0M, distributed across 95 disclosed stock positions.
Wealth Group Ltd executed strategic sector rebalancing during Q2 2026, establishing 7 new positions while fully exiting 6 holdings and trimming 32 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BBUS, QUAL) accounted for 58.7% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.43% | -0.44% | +0.10% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 16.20% | +0.31% | +6.53% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 9.07% | -0.20% | +3.00% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.90% | -0.14% | +0.58% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.09% | +0.19% | +698.84% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.53% | +0.16% | +6.72% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.78% | -0.14% | +0.68% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.23% | +0.13% | +6.41% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.68% | +0.15% | -0.91% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.02% | +0.19% | +19.30% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.45% | -0.12% | -3.63% | |
| 12 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.94% | -0.10% | -0.63% | |
| 13 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.93% | -0.10% | -6.32% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.82% | -0.08% | -7.74% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.75% | — | -0.90% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.72% | -0.07% | -0.21% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.64% | -0.01% | +0.55% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.62% | -0.02% | +0.02% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | -0.05% | -0.44% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.57% | -0.03% | -2.85% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | — | -0.38% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.56% | -0.03% | +1.23% | |
| 23 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.55% | -0.05% | +93.54% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.52% | -0.07% | +0.03% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | -0.12% | +5.12% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | — | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.05% | -2.00% | |
| 28 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.39% | +0.03% | +6.22% | |
| 29 | CLFD | Clearfield Inc | Stock-Other | 0.36% | -0.07% | — | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | — | -0.20% | |
| 31 | IQLT | Ishares Msci International Q | ETF-Other | 0.30% | -0.01% | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | -0.03% | -4.19% | |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.22% | +0.02% | — | |
| 34 | MMM | 3m Co | Stock-Industrials | 0.22% | +0.06% | +50.77% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.21% | -0.02% | +8.75% | |
| 36 | MRVL | Marvell Technology Inc | Stock-Tech | 0.21% | +0.02% | +2.90% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.20% | — | -0.35% | |
| 38 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.20% | -0.20% | EXIT | |
| 39 | PCAR | Paccar Inc | Stock-Industrials | 0.20% | -0.03% | — | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.19% | +0.02% | -20.22% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | -9.16% | |
| 42 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.18% | -0.04% | -18.65% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | — | -2.92% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | -0.01% | — | |
| 45 | PBFR | Pgim La S&p 500 Buf20 Etf-us | ETF-Large Cap & Growth | 0.16% | +0.02% | +251.82% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | -0.01% | -0.42% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.15% | -0.04% | -9.34% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | -0.01% | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.14% | -0.02% | -4.38% | |
| 50 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.14% | -0.01% | — |
According to official SEC Form 13F filings, Wealth Group Ltd reported a total U.S. public equity portfolio value of $540.0M across 95 disclosed positions in Q2 2026.
During Q2 2026, Wealth Group Ltd's top holdings by market value included IVV (22.4%)、BBUS (16.2%)、QUAL (9.1%). The largest single position, IVV, represented 22.4% 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.
Top New Position Initiated
CGUS
市值: $504.5K
Top Position Liquidated / Trimmed
INTU
前期市值: $237.4K
In Q2 2026, Wealth Group Ltd made 79 total portfolio adjustments, initiating 7 new buys, adding to 34 positions, trimming 32 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.