Wealth Group Ltd holds a concentrated book of 95 stocks worth $522.5M as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter they opened Cap Group Core Equity and trimmed Pacer US Cash Cows 100 ETF. Their largest long position is Ishares Core S&P 500 ETF at 22% of the equity book. Cloning the disclosed picks since 2024 would be +35% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 8.4 points over this window.
Growth of $10,000 cloning Wealth Group Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~10 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wealth Group Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $104.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.9B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $94.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $22.4B |
| MORGAN STANLEY | 78 / 80 | $483.1B |
| JPMORGAN CHASE & CO | 78 / 80 | $422.4B |
| ROYAL BANK OF CANADA | 78 / 80 | $134.1B |
| HighTower Advisors, LLC | 78 / 80 | $30.6B |
Ranked by how many of Wealth Group Ltd's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares CORE S&P500 ETF | $117.2M | 156.5K | 22.4% | ▲+0.1% Added · +158 sh | |
| 2 | JP Morgan Betabuilders US Equity | $84.7M | 628.5K | 16.2% | ▲+6.5% Added · +39K sh | |
| 3 | Ishares MSCI USA QLT FCT | $47.4M | 215.9K | 9.1% | ▲+3.0% Added · +6K sh | |
| 4 | Invesco INVESCO QQQ TR | $36.1M | 49.0K | 6.9% | ▲+0.6% Added · +281 sh | |
| 5 | Vanguard INF TECH ETF | $31.8M | 266.0K | 6.1% | ▲+699% Added · +233K sh | |
| 6 | Ishares US Equity Factor Rotation | $28.9M | 425.0K | 5.5% | ▲+6.7% Added · +27K sh | |
| 7 | Vanguard S&P 500 ETF SHS | $25.0M | 36.3K | 4.8% | ▲+0.7% Added · +246 sh | |
| 8 | Ishares TR S&P 100 ETF | $22.1M | 60.4K | 4.2% | ▲+6.4% Added · +4K sh | |
| 9 | Pacer US CASH COWS 100 | $19.2M | 308.9K | 3.7% | ▼−0.9% Reduced · −3K sh | |
| 10 | Ishares INVESCO NASDAQ 100 ETF | $10.5M | 34.8K | 2.0% | ▲+19% Added · +6K sh | |
| 11 | Ishares CORE DIV GRWTH | $7.6M | 100.1K | 1.5% | ▼−3.6% Reduced · −4K sh | |
| 12 | Invesco S&P500 PUR GWT | $4.9M | 76.9K | 0.9% | ▼−0.6% Reduced · −489 sh | |
| 13 | pacer PACER DEVELOPED MARKETS INTL CASH COWS 100 ETF | $4.9M | 117.0K | 0.9% | ▼−6.3% Reduced · −8K sh | |
| 14 | Vanguard EXTEND MKT ETF | $4.3M | 17.4K | 0.8% | ▼−7.7% Reduced · −1K sh | |
| 15 | Schwab US LRG CAP ETF | $3.9M | 133.9K | 0.8% | ▼−0.9% Reduced · −1K sh | |
| 16 | Schwab US MID-CAP ETF | $3.8M | 102.2K | 0.7% | ▼−0.2% Reduced · −215 sh | |
| 17 | Vanguard ESG US STK ETF | $3.3M | 25.3K | 0.6% | ▲+0.6% Added · +139 sh | |
| 18 | Ishares CORE MSCI TOTAL | $3.2M | 34.0K | 0.6% | ▲~0% Added · +8 sh | |
| 19 | Ishares CORE S&P MCP ETF | $3.0M | 38.9K | 0.6% | ▼−0.4% Reduced · −172 sh | |
| 20 | Schwab US BRD MKT ETF | $3.0M | 102.4K | 0.6% | ▼−2.9% Reduced · −3K sh | |
| 21 | Vanguard TOTAL STK MKT | $2.9M | 7.9K | 0.6% | ▼−0.4% Reduced · −30 sh | |
| 22 | Ishares CORE S&P TTL STK | $2.9M | 17.7K | 0.6% | ▲+1.2% Added · +214 sh | |
| 23 | Proshares S&P 500 DV ARIST | $2.9M | 51.4K | 0.6% | ▲+94% Added · +25K sh | |
| 24 | Schwab US SML CAP ETF | $2.7M | 74.6K | 0.5% | ▲~0% Added · +21 sh | |
| 25 | Nvidia Corporation com | $2.3M | 11.7K | 0.4% | ▲+5.1% Added · +572 sh | |
| 26 | state street SPDR S&P 500 ETF | $2.3M | 3.1K | 0.4% | —Held | |
| 27 | Apple Incorporated com | $2.1M | 7.3K | 0.4% | ▼−2.0% Reduced · −149 sh | |
| 28 | Bny Mellon US Large Cap Core Equity ETF com | $2.0M | 14.1K | 0.4% | ▲+6.2% Added · +823 sh | |
| 29 | Clearfield Incorporated com | $1.9M | 47.0K | 0.4% | —Held | |
| 30 | state street SPDR PORTFOLIO S&P 500 ETF | $1.8M | 20.4K | 0.3% | ▼−0.2% Reduced · −40 sh | |
| 31 | Ishares MSCI INTL QUALTY | $1.6M | 31.6K | 0.3% | —Held | |
| 32 | Vanguard TOTAL BND MRKT | $1.3M | 17.6K | 0.2% | ▼−4.2% Reduced · −769 sh | |
| 33 | Ishares INVESCO S&P 500 QUALITY ETF | $1.2M | 12.8K | 0.2% | —Held | |
| 34 | 3M Company com | $1.1M | 7.1K | 0.2% | ▲+51% Added · +2K sh | |
| 35 | First Trust FT VEST LADDERED BUFFER ETF | $1.1M | 29.9K | 0.2% | ▲+8.7% Added · +2K sh | |
| 36 | Marvell Technology Incorporated com | $1.1M | 3.6K | 0.2% | ▲+2.9% Added · +102 sh | |
| 37 | Vanguard VG TL INTL STK F | $1.0M | 12.3K | 0.2% | ▼−0.3% Reduced · −43 sh | |
| 38 | Victory VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW | $1.0M | 22.4K | 0.2% | ▲+7.7% Added · +2K sh | |
| 39 | Paccar Incorporated com | $1.0M | 8.5K | 0.2% | —Held | |
| 40 | state street SPDR TECHNOLOGY SELECT SECTOR FUND | $1.0M | 5.3K | 0.2% | ▼−20% Reduced · −1K sh | |
| 41 | Berkshire Hathaway Incorporated Del Class B New com | $1.0M | 2.0K | 0.2% | ▼−9.2% Reduced · −202 sh | |
| 42 | Pacer PACER US SMALL | $954K | 18.9K | 0.2% | ▼−19% Reduced · −4K sh | |
| 43 | Microsoft Corporation com | $930K | 2.5K | 0.2% | ▼−2.9% Reduced · −75 sh | |
| 44 | Broadcom Incorporated com | $894K | 2.4K | 0.2% | —Held | |
| 45 | PGIM PGIM LADDERED S&P 500 BUFFER 20 ETF | $860K | 28.1K | 0.2% | ▲+252% Added · +20K sh | |
| 46 | Vanguard DIV APP ETF | $842K | 3.6K | 0.2% | ▼−0.4% Reduced · −15 sh | |
| 47 | Ishares ISHARES TR CORE TOTAL USD | $785K | 17.0K | 0.2% | ▼−9.3% Reduced · −2K sh | |
| 48 | Alphabet Incorporated Cap STK Class A com | $738K | 2.1K | 0.1% | —Held | |
| 49 | Ishares CORE S&P SCP ETF | $725K | 4.9K | 0.1% | ▼−4.4% Reduced · −224 sh | |
| 50 | Ebay Inc com | $721K | 6.5K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2010748/holdings"
Use Arkolith to show Wealth Group Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 95 | $522.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 94 | $439.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 89 | $446.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 87 | $432.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 78 | $392.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 66 | $341.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 8, 2025 | 65 | $345.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 65 | $343.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.