Wealth Group Ltd
Wealth Group Ltd reported 95 positions worth $522.5M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: IVV (22.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $117.2M | 22.43% | 156,518 | — | — | |
| ▸ 2 | BBUS | SH | $84.7M | 16.20% | 628,517 | — | — | |
| ▸ 3 | QUAL | SH | $47.4M | 9.07% | 215,910 | — | — | |
| ▸ 4 | QQQ | SH | $36.1M | 6.90% | 48,982 | — | — | |
| ▸ 5 | VGT | SH | $31.8M | 6.09% | 266,045 | — | — | |
| ▸ 6 | DYNF | SH | $28.9M | 5.53% | 425,044 | — | — | |
| ▸ 7 | VOO | SH | $25.0M | 4.78% | 36,336 | — | — | |
| ▸ 8 | OEF | SH | $22.1M | 4.23% | 60,430 | — | — | |
| ▸ 9 | COWZ | SH | $19.2M | 3.68% | 308,884 | — | — | |
| ▸ 10 | QQQM | SH | $10.5M | 2.02% | 34,801 | — | — |
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Frequently Asked Questions
What stocks does Wealth Group Ltd hold as of Q2 2026?
Wealth Group Ltd reported 95 positions worth $522.5M in its Q2 2026 13F filing. Largest positions: IVV (22.4%), BBUS (16.2%), QUAL (9.1%), QQQ (6.9%) and VGT (6.1%).
What did Wealth Group Ltd buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Group Ltd sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.