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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 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MGK Vanguard 5,400.0 $475K 0.09% +4K +437.3% $87.91 +0.5%
62 VEA Vanguard 5,685.0 $405K 0.08% -231.0 -3.9% $71.25 +2.5%
63 IBIT Ishares Financial Services 10,899.0 $363K 0.07% +2K +27.7% $33.29 +34.1%
64 ANET ARISTA NETWORKS INCORPORATED COM SHS Technology 2,068.0 $351K 0.07% $169.88 +10.8%
65 XVV ISHARES 6,149.0 $349K 0.07% +579.0 +10.4% $56.79 +3.0%
66 JNJ Johnson & Johnson Healthcare 1,355.0 $344K 0.07% $254.03 +7.5%
67 VSGX Vanguard 4,150.0 $342K 0.07% -750.0 -15.3% $82.34 +0.7%
68 IWM Ishares 1,101.0 $331K 0.06% +37.0 +3.5% $300.45 -0.8%
69 GCOW Pacer 7,446.0 $322K 0.06% $43.30 +10.8%
70 IWR Ishares 2,816.0 $311K 0.06% $110.32 +2.4%
71 MU MICRON TECHNOLOGY INCORPORATED Technology 256.0 $296K 0.06% NEW $1154.52 -21.1%
72 ECG EVERUS CONSTR GROUP Industrials 1,725.0 $286K 0.06% $165.95 -27.4%
73 UNP UNION PAC CORPORATION Industrials 1,005.0 $273K 0.05% $272.00 +13.9%
74 TGT TARGET CORPORATION Consumer Defensive 2,089.0 $273K 0.05% $130.61 +30.1%
75 VEU Vanguard 3,241.0 $271K 0.05% $83.75 +1.7%
76 AMGN AMGEN INCORPORATED Healthcare 747.0 $271K 0.05% $362.12 +22.6%
77 GIS GENERAL MLS INCORPORATED Consumer Defensive 7,233.0 $252K 0.05% $34.80 +17.6%
78 IWF Ishares 1,996.0 $248K 0.05% +1K +300.0% $124.17 -2.5%
79 USXF ISHARES 3,564.0 $248K 0.05% NEW $69.45 -2.8%
80 GLD state street Financial Services 654.0 $241K 0.05% $368.38 +15.8%
Page 4 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%