Wealth Group Ltd
Q3 2025 13F Holdings
- Locationeden prairie, MN
- Num holdings
87
- Value ($000)
$432,127
- Date Filed10/08/2025
- Form type13F-HR
- CIK0002010748
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES | CORE S&P500 ETF | 464287200 | $115.10 M | 27 % | 171,964 | ||
BBUS JP Morgan | BETABUILDERS US EQUITY | 46641Q399 | $45.59 M | 11 % | 377,826 | ||
QUAL ISHARES | MSCI USA QLT FCT | 46432F339 | $38.30 M | 9 % | 196,940 | ||
Vanguard | INF TECH ETF | 92204A702 | $26.55 M | 6 % | 35,567 | ||
VOO Vanguard | S&P 500 ETF SHS | 922908363 | $24.82 M | 6 % | 40,524 | ||
NDQ Invesco | INVESCO QQQ TR | 46090E103 | $23.95 M | 6 % | 39,898 | ||
COWZ Pacer | US CASH COWS 100 | 69374H881 | $21.27 M | 5 % | 370,167 | ||
DYNF Ishares | US EQUITY FACTOR ROTATION | 09290C103 | $15.78 M | 4 % | 266,545 | ||
OEF ISHARES | TR S&P 100 ETF | 464287101 | $12.63 M | 3 % | 37,931 | ||
DGRO ISHARES | CORE DIV GRWTH | 46434V621 | $11.31 M | 3 % | 166,186 |
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