account_balance
Investment manager · 13F filer · SEC CIK 2134013
Wellington Grp LLC
Reported value$417Mas of Sep 30, 2026
Positions133 9 new, 270 sold out
Top 10 weight48.3%RWJ alone is 7%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
RWJInvesco Exch Traded Fd Tr II
7.2%Added +10%
IGSBiShares Tr
7.2%Added +24%
VOVanguard Index FDS
6.6%Added +409%
BKLNInvesco Exch Traded Fd Tr II
4.9%Added +22%
ICSHiShares Tr
4.1%Added +23%
TFLOiShares Tr
4.1%Added +25%
DBEFDBX ETF Tr
3.7%Trimmed −9%
LLYELI Lilly & Co
3.7%Added +9%
JPSTJ P Morgan Exchange Traded F
3.6%Added +18%
IWYiShares Tr
3.2%Added +22%
XQQINeos ETF Trust
2.5%New
SPSBSPDR Series Trust
2.3%Added +11%
RWJInvesco Exch Traded Fd Tr II
7.2%Added +10%
IGSBiShares Tr
7.2%Added +24%
VOVanguard Index FDS
6.6%+409%
BKLNInvesco Exch Traded Fd Tr II
4.9%+22%
ICSHiShares Tr
4.1%+23%
TFLOiShares Tr
4.1%
DBEFDBX ETF Tr
3.7%
LLYELI Lilly & Co
3.7%
JPSTJ P Morgan Exchange Traded F
3.6%
IWY3.2%
XQQI
SPSB
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
RWJ Invesco Exch Traded Fd Tr II 7.2% Added +10%
IGSB iShares Tr 7.2% Added +24%
VO Vanguard Index FDS 6.6% Added +409%
BKLN Invesco Exch Traded Fd Tr II 4.9% Added +22%
ICSH iShares Tr 4.1% Added +23%
TFLO iShares Tr 4.1% Added +25%
DBEF DBX ETF Tr 3.7% Trimmed −9%
LLY ELI Lilly & Co 3.7% Added +9%JPST J P Morgan Exchange Traded F 3.6% Added +18%
IWY iShares Tr 3.2% Added +22%
XQQI Neos ETF Trust 2.5% New
SPSB SPDR Series Trust 2.3% Added +11%
What changed
Biggest moves since Jun 30, 2026
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