CIK 2010748
Wealth Group Ltd
Institutional 13F holdings & portfolio
Holdings
89
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 89
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES | 158K | $1M+ | SH |
| BBUS | JP Morgan | 544K | $1M+ | SH |
| QUAL | ISHARES | 204K | $1M+ | SH |
| QQQ | Invesco | 48K | $1M+ | SH |
| VGT | Vanguard | 33K | $1M+ | SH |
| DYNF | Ishares | 373K | $1M+ | SH |
| VOO | Vanguard | 36K | $1M+ | SH |
| COWZ | Pacer | 314K | $1M+ | SH |
| OEF | ISHARES | 53K | $1M+ | SH |
| DGRO | ISHARES | 114K | $1M+ | SH |
| QQQM | Ishares | 24K | $1M+ | SH |
| ICOW | pacer | 136K | $1M+ | SH |
| VXF | Vanguard | 21K | $1M+ | SH |
| RPG | Invesco | 78K | $1M+ | SH |
| SCHX | Schwab | 132K | $1M+ | SH |
| SCHM | Schwab | 103K | $1M+ | SH |
| ESGV | Vanguard | 24K | $1M+ | SH |
| SCHB | Schwab | 111K | $1M+ | SH |
| NOBL | Proshares | 27K | $1M+ | SH |
| IJH | ISHARES | 41K | $1M+ | SH |
| IXUS | ISHARES | 32K | $1M+ | SH |
| VTI | Vanguard | 8K | $1M+ | SH |
| ITOT | ISHARES | 17K | $1M+ | SH |
| SCHA | Schwab | 75K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 11K | $1M+ | SH |
| SPY | state street | 3K | $1M+ | SH |
| AAPL | APPLE INCORPORATED | 7K | $1M+ | SH |
| SPYM | state street | 19K | $1M+ | SH |
| IQLT | ISHARES | 31K | $1M+ | SH |
| BND | Vanguard | 19K | $1M+ | SH |
| CLFD | CLEARFIELD INCORPORATED | 47K | $1M+ | SH |
| CALF | Pacer | 31K | $1M+ | SH |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | 10K | $1M+ | SH |
| MSFT | MICROSOFT CORPORATION | 3K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 2K | $1M+ | SH |
| VXUS | Vanguard | 12K | $500K+ | SH |
| PCAR | PACCAR INCORPORATED | 9K | $500K+ | SH |
| IUSB | ISHARES | 20K | $500K+ | SH |
| XLK | state street | 6K | $500K+ | SH |
| BUFR | First Trust | 24K | $500K+ | SH |
| AVGO | BROADCOM INCORPORATED | 2K | $500K+ | SH |
| VIG | Vanguard | 4K | $500K+ | SH |
| VFLO | Victory | 20K | $500K+ | SH |
| SPHQ | Ishares | 10K | $500K+ | SH |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 2K | $500K+ | SH |
| IBIT | Ishares | 13K | $500K+ | SH |
| VUG | Vanguard | 1K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INCORPORATED | 2K | $500K+ | SH |
| IJR | ISHARES | 5K | $500K+ | SH |
| MMM | 3M COMPANY | 4K | $500K+ | SH |