Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Wealth Group Ltd 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: Wealth Group Ltd 13F Holdings (2026-03-31)
Creator: ko.io

Wealth Group Ltd (CIK 2010748) reported $439.1M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($102.1M, 23.26%), BBUS ($69.1M, 15.75%), QUAL ($40.2M, 9.16%), QQQ ($28.1M, 6.40%), VGT ($23.2M, 5.29%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	IVV	ISHARES	$102.1M	23.26%	156,360	Trimmed
2	BBUS	JP Morgan	$69.1M	15.75%	590,008	Added
3	QUAL	ISHARES	$40.2M	9.16%	209,617	Added
4	QQQ	Invesco	$28.1M	6.40%	48,701	Added
5	VGT	Vanguard	$23.2M	5.29%	33,304	Added
6	DYNF	Ishares	$23.2M	5.28%	398,296	Added
7	VOO	Vanguard	$21.6M	4.91%	36,090	Added
8	COWZ	Pacer	$19.5M	4.44%	311,724	Trimmed
9	OEF	ISHARES	$18.1M	4.11%	56,788	Added
10	DGRO	ISHARES	$7.3M	1.66%	103,876	Trimmed
11	QQQM	Ishares	$6.9M	1.58%	29,170	Added
12	ICOW	pacer	$5.3M	1.21%	124,851	Trimmed
13	VXF	Vanguard	$3.9M	0.88%	18,847	Trimmed
14	RPG	Invesco	$3.6M	0.82%	77,365	Trimmed
15	SCHX	Schwab	$3.5M	0.79%	135,076	Added
16	SCHM	Schwab	$3.2M	0.72%	102,381	Trimmed
17	IXUS	ISHARES	$2.9M	0.67%	34,014	Added
18	NOBL	Proshares	$2.8M	0.64%	26,551	Trimmed
19	ESGV	Vanguard	$2.8M	0.64%	25,119	Added
20	SCHB	Schwab	$2.6M	0.60%	105,459	Trimmed
21	IJH	ISHARES	$2.6M	0.60%	39,084	Trimmed
22	VTI	Vanguard	$2.5M	0.58%	7,930	Added
23	ITOT	ISHARES	$2.5M	0.57%	17,452	Added
24	SCHA	Schwab	$2.2M	0.49%	74,619	Trimmed
25	SPY	state street	$2.0M	0.46%	3,137	Added

Source: SEC Form 13F filings · as of 2026-03-31