StockDriftsStockDriftsTop 50 Wealth Group Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES | 22.43% | 156.5K | $117.2M | +0.10%(+158) | $461.41(+68.47%) | 2026-06-30 | |
| BBUS | JP Morgan | 16.2% | 628.5K | $84.7M | +6.53%(+38.51K) | $114.79(+21.58%) | 2026-06-30 | |
| QUAL | ISHARES | 9.07% | 215.9K | $47.4M | +3.00%(+6.29K) | $151.41(+49.44%) | 2026-06-30 | |
| QQQ | Invesco | 6.9% | 49.0K | $36.1M | +0.58%(+281) | $542.99(+32.75%) | 2026-06-30 | |
| VGT | Vanguard | 6.09% | 266.0K | $31.8M | -0.15%(-387) | $58.07(+107.45%) | 2026-06-30 | |
| DYNF | Ishares | 5.53% | 425.0K | $28.9M | +6.72%(+26.75K) | $56.11(+24.79%) | 2026-06-30 | |
| VOO | Vanguard | 4.78% | 36.3K | $25.0M | +0.68%(+246) | $425.51(+67.10%) | 2026-06-30 | |
| OEF | ISHARES | 4.23% | 60.4K | $22.1M | +6.41%(+3.64K) | $313.64(+22.08%) | 2026-06-30 | |
| COWZ | Pacer | 3.68% | 308.9K | $19.2M | -0.91%(-2.84K) | $51.56(+35.95%) | 2026-06-30 | |
| QQQM | Ishares | 2.02% | 34.8K | $10.5M | +19.30%(+5.63K) | $243.03(+22.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +48.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +48.68% |
Wealth Group Ltd reports $522.54M in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are IVV (22.4%), BBUS (16.2%) and QUAL (9.1%). The top 20 holdings account for 88.94% of reported assets. Its disclosed equity book has returned +48.90% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Group Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010748). View Wealth Group Ltd’s 13F filings on SEC