Wealth Group Ltd
•CIK: 2010748•Filing: Q4 2025
**Wealth Group Ltd** manages $447M across a portfolio of 87 positions, exhibiting a clear focus on large-cap growth and market index exposure. The fund's top holdings are heavily weighted toward major ETFs, notably IVV at $108.1M and BBUS at $67.1M. Significant allocations are also visible in sector-specific plays such as QUAL ($40.5M) and NDQ ($29.4M). This concentration suggests a systematic, growth-oriented mandate utilizing established market benchmarks.
Total AUM
$446.8M
QoQ Performance
+3.4%
Positions
47
Top 10 Concentration
80.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
BBUS
QUAL
NDQ
VGT
DYNF
VOO
IVV24.2%
BBUS15.0%
QUAL9.1%
NDQ6.6%
VGT5.6%
DYNF5.1%
VOO5.0%
COWZ4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.5%
ETF29.7%
Technology1.7%
Financial0.3%
Consumer0.3%
Healthcare0.3%
Industrial0.2%
Materials0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑33 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023