Wealth Group Ltd
CIK 2010748
13F filing for Q2 2026・No. 3,798
- Holdings
- US$522.54M
- Quarter change
- +US$83.48M
- Entries
- 95
- Net bought (estimate)
- +US$12.04M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 6
- Cut 34
- Added 31
- Corporate actions 0
- Unchanged 23
Largest holdings
95 stocks worth US$522.54M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARESCORE S&P500 ETF | Added | 156,518 | US$117.21M | 22.43% |
| JP MorganBetabuilders US Equity | Added | 628,517 | US$84.67M | 16.20% |
| ISHARESMSCI USA QLT FCT | Added | 215,910 | US$47.38M | 9.07% |
| QQQInvesco QQQINVESCO QQQ TR | Added | 48,982 | US$36.07M | 6.90% |
| VanguardINF TECH ETF | CutSplit 8:1 | 266,045 | US$31.8M | 6.09% |
| IsharesUS Equity Factor Rotation | Added | 425,044 | US$28.91M | 5.53% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 36,336 | US$24.96M | 4.78% |
| ISHARESTR S&P 100 ETF | Added | 60,430 | US$22.11M | 4.23% |
| PacerUS CASH COWS 100 | Cut | 308,884 | US$19.21M | 3.68% |
| IsharesINVESCO NASDAQ 100 ETF | Added | 34,801 | US$10.54M | 2.02% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.