account_balance

Investment manager · 13F filer · SEC CIK 2010748

Wealth Group Ltd

Reported value$540Mas of Sep 30, 2026
Positions97 3 new, 1 sold out
Top 10 weight81.1%IVV alone is 22%
FiledOct 77 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares 22.0% Held
BBUS JP Morgan 16.5% Added +2%
QUAL iShares 8.9% Held
QQQ Invesco 6.8% Held
VGT Vanguard 6.3% Held
DYNF Ishares 5.7% Added +3%
VOO Vanguard 4.6% Trimmed −3%
OEF iShares 4.4% Held
COWZ Pacer 3.8% Held
QQQM Ishares 2.2% Added +11%
DGRO iShares 1.3% Trimmed −5%
RPG Invesco 0.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 7, 2026, compared with the Jul 10, 2026 filing
add_circleNew
arrow_upwardAdded
  • CGUS +633%
  • IBIT +109%
  • MMM +33%
  • SPHQ +18%
arrow_downwardTrimmed
  • NVDA −35%
  • MRVL −32%
  • ICOW −9%
  • DGRO −5%
remove_circleSold out
  • VFLO $1.03M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist