Portfolio (Quarterly) Guide ↗

Wealth Group Ltd

· CIK 0002010748

13F Portfolio $439M AUM 94 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 26 Added 28 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	democracy investments	—	11,600	$360K	0.08%	SOLD
2	ORCL	ORACLE CORPORATION	Technology	1,300	$253K	0.06%	SOLD
3	TSLA	TESLA INCORPORATED	Consumer Cyclical	501	$225K	0.05%	SOLD
4	USXF	ishares	—	3,569	$206K	0.05%	SOLD

Sector Allocation

Financial Services 69.1%

Technology 16.7%

Industrials 4.6%

Consumer Cyclical 2.8%

Consumer Defensive 2.3%

Healthcare 2.2%

Communication Services 1.3%

Basic Materials 0.5%

Utilities 0.5%