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Portfolio (Quarterly) Guide ↗

Wellington Grp LLC

· CIK 0002134013
13F Portfolio $325M AUM 394 positions Filed May 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 175 Added 135 Reduced 650 Exited
Page 6 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 704.0 $206K 0.06% +436.0 +162.7% $292.75 +34.8%
102 VGT VANGUARD WORLD FD 269.0 $188K 0.06% +2.0 +0.8% $698.92 -83.0%
103 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 556.0 $188K 0.06% +225.0 +68.0% $337.95 +29.2%
104 EFV ISHARES TR 2,478.0 $184K 0.06% +2K +399.6% $74.35 +4.6%
105 IUSB ISHARES TR 3,928.0 $181K 0.06% +4K +947.5% $46.19 -0.0%
106 BKNG BOOKING HOLDINGS INC Consumer Cyclical 39.0 $164K 0.05% +7.0 +21.9% $4210.31 -95.9%
107 BIV VANGUARD BD INDEX FDS 1,885.0 $145K 0.04% +2K +6632.1% $77.18 -0.6%
108 QUAL ISHARES TR 738.0 $142K 0.04% +439.0 +146.8% $191.81 +13.6%
109 WWD WOODWARD INC Industrials 389.0 $139K 0.04% +17.0 +4.6% $357.92 +20.4%
110 SCHW SCHWAB CHARLES CORP Financial Services 1,421.0 $134K 0.04% +1K +600.0% $93.98 -0.7%
111 OEF ISHARES TR 417.0 $133K 0.04% +396.0 +1885.7% $318.07 +15.7%
112 MPC MARATHON PETE CORP Energy 516.0 $126K 0.04% +45.0 +9.6% $244.18 +0.3%
113 AGG ISHARES TR 1,251.0 $124K 0.04% +817.0 +188.2% $99.27 -0.2%
114 HYG ISHARES TR 1,555.0 $124K 0.04% +20.0 +1.3% $79.56 +0.6%
115 MAS MASCO CORP Industrials 2,033.0 $123K 0.04% +693.0 +51.7% $60.37 +25.0%
116 VB VANGUARD INDEX FDS 467.0 $122K 0.04% +170.0 +57.2% $261.92 +14.0%
117 VWO VANGUARD INTL EQUITY INDEX F 2,238.0 $121K 0.04% +2K +986.4% $54.05 +12.4%
118 VOE VANGUARD INDEX FDS 630.0 $116K 0.04% +502.0 +392.2% $184.28 +8.1%
119 VBR VANGUARD INDEX FDS 509.0 $111K 0.03% +287.0 +129.3% $217.25 +11.1%
120 TIP ISHARES TR 982.0 $108K 0.03% +362.0 +58.4% $110.36 -0.6%
Page 6 of 9  ·  175 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
Technology 26.2%
Healthcare 16.3%
Consumer Cyclical 15.4%
Financial Services 12.7%
Industrials 11.2%
Communication Services 7.4%
Consumer Defensive 5.8%
Energy 2.7%
Real Estate 0.9%
Basic Materials 0.7%