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Portfolio (Quarterly) Guide ↗

Wealth Group Ltd

· CIK 0002010748
13F Portfolio $523M AUM 95 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 27 Added 26 Reduced 6 Exited
Page 2 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI Vanguard 7,900.0 $2.9M 0.56% $370.02 +1.9%
22 ITOT ISHARES 17,666.0 $2.9M 0.56% +214.0 +1.2% $164.27 +1.9%
23 NOBL Proshares 51,386.0 $2.9M 0.55% +25K +93.5% $56.16 +5.2%
24 SCHA Schwab 74,640.0 $2.7M 0.52% $36.13 -4.6%
25 NVDA NVIDIA CORPORATION Technology 11,738.0 $2.3M 0.45% +572.0 +5.1% $200.09 +4.2%
26 SPY state street Financial Services 3,137.0 $2.3M 0.45% $746.77 +2.2%
27 AAPL APPLE INCORPORATED Technology 7,298.0 $2.1M 0.40% -149.0 -2.0% $289.37 +7.2%
28 BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF 14,058.0 $2.0M 0.39% +823.0 +6.2% $47.80 +2.1%
29 CLFD CLEARFIELD INCORPORATED Technology 47,000.0 $1.9M 0.36% $39.79 -31.6%
30 SPYM state street 20,361.0 $1.8M 0.34% $87.88 +2.3%
31 ISHARES 31,560.0 $1.6M 0.30% $49.55
32 BND Vanguard 17,568.0 $1.3M 0.25% -769.0 -4.2% $73.41 -1.4%
33 SPHQ Ishares 12,811.0 $1.2M 0.22% $90.10 -4.7%
34 MMM 3M COMPANY Industrials 7,077.0 $1.1M 0.22% +2K +50.8% $161.91 +10.6%
35 BUFR First Trust 29,870.0 $1.1M 0.21% +2K +8.8% $36.53 +2.0%
36 MRVL MARVELL TECHNOLOGY INCORPORATED Technology 3,623.0 $1.1M 0.21% +102.0 +2.9% $297.89 -23.0%
37 VXUS Vanguard 12,264.0 $1.0M 0.20% $85.49 +2.0%
38 VFLO Victory 22,423.0 $1.0M 0.20% +2K +7.7% $45.75 +21.2%
39 PCAR PACCAR INCORPORATED Industrials 8,500.0 $1.0M 0.20% $120.11 +8.2%
40 XLK state street 5,274.0 $1.0M 0.19% -1K -20.2% $190.54 -5.5%
Page 2 of 5  ·  95 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 69.8%
Technology 17.3%
Industrials 4.8%
Consumer Cyclical 2.2%
Healthcare 2.1%
Consumer Defensive 1.8%
Communication Services 1.3%
Basic Materials 0.4%
Utilities 0.4%