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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
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJH ISHARES 39,084.0 $2.6M 0.60% -2K -4.8% $67.53 +5.8%
22 VTI Vanguard 7,930.0 $2.5M 0.58% +157.0 +2.0% $320.81 +12.2%
23 ITOT ISHARES 17,452.0 $2.5M 0.57% +761.0 +4.6% $142.43 +12.3%
24 SCHA Schwab 74,619.0 $2.2M 0.49% -411.0 -0.6% $29.06 +10.3%
25 SPY state street Financial Services 3,137.0 $2.0M 0.47% +24.0 +0.8% $650.34 +12.8%
26 NVDA NVIDIA CORPORATION Technology 11,166.0 $1.9M 0.44% -280.0 -2.5% $174.40 +26.5%
27 AAPL APPLE INCORPORATED Technology 7,447.0 $1.9M 0.43% +40.0 +0.5% $253.79 +17.8%
28 BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF 13,235.0 $1.7M 0.38% +3K +31.5% $124.81 +12.5%
29 SPYM state street 20,401.0 $1.6M 0.36% +1K +5.8% $76.54 +13.4%
30 ISHARES 31,560.0 $1.5M 0.33% $46.23
31 BND Vanguard 18,337.0 $1.4M 0.31% -319.0 -1.7% $73.64 -1.6%
32 CLFD CLEARFIELD INCORPORATED Technology 47,000.0 $1.2M 0.28% $26.47 +57.4%
33 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 2,205.0 $1.1M 0.24% -67.0 -3.0% $479.20
34 CALF Pacer 23,177.0 $1.0M 0.24% -8K -24.9% $44.87 +5.0%
35 PCAR PACCAR INCORPORATED Industrials 8,500.0 $982K 0.22% $115.49 -5.3%
36 SPHQ Ishares 12,811.0 $963K 0.22% +2K +24.0% $75.19 +9.2%
37 MSFT MICROSOFT CORPORATION Technology 2,569.0 $951K 0.22% -16.0 -0.6% $370.10 +12.8%
38 VXUS Vanguard 12,307.0 $948K 0.22% -143.0 -1.1% $77.00 +7.5%
39 BUFR First Trust 27,467.0 $928K 0.21% +3K +12.4% $33.77 +6.7%
40 XLK state street 6,611.0 $879K 0.20% +302.0 +4.8% $132.91 +30.3%
Page 2 of 5  ·  94 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%