Wealth Group Ltd — 13F holdings

Wealth Group Ltd reported 97 holdings worth $540M in its 13F filing for Q3 2026, filed October 7, 2026.

Largest positions

  1. IVV ISHARES TR — $119M (22.0%)
  2. BBUS J P MORGAN EXCHANGE TRADED F — $89.2M (16.5%)
  3. QUAL ISHARES TR — $47.9M (8.9%)
  4. QQQ Invesco Qqq Tr — $36.5M (6.8%)
  5. VGT VANGUARD WORLD FD — $33.9M (6.3%)
  6. DYNF BLACKROCK ETF TRUST — $30.7M (5.7%)
  7. VOO VANGUARD INDEX FDS — $25.0M (4.6%)
  8. OEF ISHARES TR — $23.6M (4.4%)
  9. COWZ PACER FDS TR — $20.7M (3.8%)
  10. QQQM INVESCO EXCH TRADED FD TR II — $11.9M (2.2%)