Wealth Group Ltd
Q4 2025 13F Holdings
- Locationeden prairie, MN
- Num holdings
89
- Value ($000)
$446,784
- Date Filed01/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES | CORE S&P500 ETF | 464287200 | $108.13M | 24 % | 157,873 | ||
JP Morgan | BETABUILDERS US EQUITY | 46641Q399 | $67.08M | 15 % | 544,019 | ||
ISHARES | MSCI USA QLT FCT | 46432F339 | $40.5M | 9 % | 203,892 | ||
Invesco | INVESCO QQQ TR | 46090E103 | $29.42M | 7 % | 47,891 | ||
Vanguard | INF TECH ETF | 92204A702 | $24.89M | 6 % | 33,015 | ||
Ishares | US EQUITY FACTOR ROTATION | 09290C103 | $22.67M | 5 % | 372,733 | ||
Vanguard | S&P 500 ETF SHS | 922908363 | $22.41M | 5 % | 35,727 | ||
Pacer | US CASH COWS 100 | 69374H881 | $18.9M | 4 % | 314,125 | ||
ISHARES | TR S&P 100 ETF | 464287101 | $18.29M | 4 % | 53,329 | ||
ISHARES | CORE DIV GRWTH | 46434V621 | $7.91M | 2 % | 114,014 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100