Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Group Ltd (CIK 2010748) reported $522.5M across 94 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($117.2M, 22.43%), BBUS ($84.7M, 16.20%), QUAL ($47.4M, 9.07%), QQQ ($36.1M, 6.90%), VGT ($31.8M, 6.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES | $117.2M | 22.43% | 156,518 | Added |
| 2 | BBUS | JP Morgan | $84.7M | 16.20% | 628,517 | Added |
| 3 | QUAL | ISHARES | $47.4M | 9.07% | 215,910 | Added |
| 4 | QQQ | Invesco | $36.1M | 6.90% | 48,982 | Added |
| 5 | VGT | Vanguard | $31.8M | 6.09% | 266,045 | Added |
| 6 | DYNF | Ishares | $28.9M | 5.53% | 425,044 | Added |
| 7 | VOO | Vanguard | $25.0M | 4.78% | 36,336 | Added |
| 8 | OEF | ISHARES | $22.1M | 4.23% | 60,430 | Added |
| 9 | COWZ | Pacer | $19.2M | 3.68% | 308,884 | Trimmed |
| 10 | QQQM | Ishares | $10.5M | 2.02% | 34,801 | Added |
| 11 | DGRO | ISHARES | $7.6M | 1.45% | 100,102 | Trimmed |
| 12 | RPG | Invesco | $4.9M | 0.94% | 76,876 | Trimmed |
| 13 | ICOW | pacer | $4.9M | 0.93% | 116,961 | Trimmed |
| 14 | VXF | Vanguard | $4.3M | 0.82% | 17,388 | Trimmed |
| 15 | SCHX | Schwab | $3.9M | 0.75% | 133,854 | Trimmed |
| 16 | SCHM | Schwab | $3.8M | 0.72% | 102,166 | Trimmed |
| 17 | ESGV | Vanguard | $3.3M | 0.64% | 25,258 | Added |
| 18 | IXUS | ISHARES | $3.2M | 0.62% | 34,022 | Added |
| 19 | IJH | ISHARES | $3.0M | 0.57% | 38,912 | Trimmed |
| 20 | SCHB | Schwab | $3.0M | 0.57% | 102,449 | Trimmed |
| 21 | VTI | Vanguard | $2.9M | 0.56% | 7,900 | Trimmed |
| 22 | ITOT | ISHARES | $2.9M | 0.56% | 17,666 | Added |
| 23 | NOBL | Proshares | $2.9M | 0.55% | 51,386 | Added |
| 24 | SCHA | Schwab | $2.7M | 0.52% | 74,640 | Added |
| 25 | SPY | state street | $2.3M | 0.45% | 3,137 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30