Wealth Group Ltd
CIK: 0002010748SEC EDGAR →
Portfolio Value
$446.8B
Holdings
89
As of
Q4 2025
New Positions
13
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES | 157,873 | $108.1B | 24.20% |
| 2 | JP Morgan | 544,019 | $67.1B | 15.01% |
| 3 | ISHARES | 203,892 | $40.5B | 9.06% |
| 4 | Invesco | 47,891 | $29.4B | 6.58% |
| 5 | Vanguard | 33,015 | $24.9B | 5.57% |
| 6 | Ishares | 372,733 | $22.7B | 5.07% |
| 7 | Vanguard | 35,727 | $22.4B | 5.01% |
| 8 | Pacer | 314,125 | $18.9B | 4.23% |
| 9 | ISHARES | 53,329 | $18.3B | 4.09% |
| 10 | ISHARES | 114,014 | $7.9B | 1.77% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $400.0B | 89.5% |
| Unknown | 10 | $32.2B | 7.2% |
| Technology | 11 | $9.0B | 2.0% |
| Industrials | 3 | $1.8B | 0.4% |
| Healthcare | 3 | $1.2B | 0.3% |
| Consumer Defensive | 3 | $855.0M | 0.2% |
| Consumer Cyclical | 2 | $746.0M | 0.2% |
| Communication Services | 1 | $654.0M | 0.1% |
| Basic Materials | 1 | $223.0M | 0.0% |
| Utilities | 1 | $202.0M | 0.0% |