Wealth Group Ltd: 13F holdings
CIK 20107482026Q2
| Positions | 95 |
|---|
| Reported value | $522.5m |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 95 (+1 vs prior quarter) |
|---|
| Reported value | $522.5m (+19.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES | 156,518 | $117.2m | 22.4% |
| BBUS JP Morgan | 628,517 | $84.7m | 16.2% |
| QUAL ISHARES | 215,910 | $47.4m | 9.1% |
| QQQ Invesco | 48,982 | $36.1m | 6.9% |
| VGT Vanguard | 266,045 | $31.8m | 6.1% |
| DYNF Ishares | 425,044 | $28.9m | 5.5% |
| VOO Vanguard | 36,336 | $25.0m | 4.8% |
| VTI ISHARES | 60,430 | $22.1m | 4.2% |
| COWZ Pacer | 308,884 | $19.2m | 3.7% |
| QQQM Ishares | 34,801 | $10.5m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010748")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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