Wealth High Governance Asset Management Ltda. holds a diversified book of 50 reported positions worth $939.5M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter 21SHARES Hyperliqui Stak ETF first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Generac Holdings Inc and trimmed Comfort Systems USA Inc. Their largest long position is Generac Holdings Inc at 7% of the reported non-option book. Cloning the disclosed picks since 2026 would be -13% (-42.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Wealth High Governance Asset Management Ltda. is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned -11.1%, a 1.9-point gap that is the cost of the ~43-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Wealth High Governance Asset Management Ltda.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 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: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
+3 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wealth High Governance Asset Management Ltda.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Trust Asset Management LLC | 8 / 50 | $946.5M |
| Goodlander Investment Management, LLC | 6 / 50 | $146.0M |
| BBR Partners, LLC | 8 / 50 | $719.6M |
| Pilgrim Partners Asia Pte Ltd | 7 / 50 | $90.2M |
| Wallace Hart LLC | 6 / 50 | $57.6M |
| Benin Management CORP | 10 / 50 | $173.3M |
| Burns Matteson Capital Management, LLC | 10 / 50 | $104.9M |
| California First Leasing Corp | 6 / 50 | $136.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Wealth High Governance Asset Management Ltda.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Generac Hldgs Inc COM | $63.6M | 217.2K | 6.8% | ▲New New position | |
| 2 | Corning Inc COM | $46.2M | 181.0K | 4.9% | ▲New New position | |
| 3 | Parker-Hannifin Corp COM | $42.5M | 43.4K | 4.5% | ▲+12% Added · +5K sh | |
| 4 | Timken Co COM | $42.1M | 289.6K | 4.5% | ▲+123% Added · +160K sh | |
| 5 | Advanced Micro Devices Inc COM | $42.1M | 72.4K | 4.5% | ▲New New position | |
| 6 | Sharkninja Inc COM SHS | $38.6M | 253.4K | 4.1% | ▲+30% Added · +59K sh | |
| 7 | Datadog Inc CL A COM | $37.7M | 144.8K | 4.0% | ▲+126% Added · +81K sh | |
| 8 | Comfort Sys USA Inc COM | $35.9M | 18.1K | 3.8% | ▼−30% Reduced · −8K sh | |
| 9 | Hut 8 Corp COM | $33.4M | 289.5K | 3.6% | ▲New New position | |
| 10 | Curtiss Wright Corp COM | $32.9M | 43.4K | 3.5% | ▲+34% Added · +11K sh | |
| 11 | Forgent Power Solutions Inc COM SHS CL A | $32.4M | 579.2K | 3.4% | ▲New New position | |
| 12 | MKS Inc. COM | $32.2M | 72.4K | 3.4% | ▲New New position | |
| 13 | Applied Matls Inc COM | $31.4M | 43.4K | 3.3% | ▲New New position | |
| 14 | Ultra Clean Hldgs Inc COM | $31.0M | 217.2K | 3.3% | ▲New New position | |
| 15 | Caterpillar Inc COM | $30.8M | 29.0K | 3.3% | ▲New New position | |
| 16 | First TR Exchange-Traded FD GBL WND ENRG ETF | $28.3M | 1.13M | 3.0% | ▲New New position | |
| 17 | 21SHARES Hyperliquid ETF SHS BEN INT | $23.9M | 632.6K | 2.5% | →Listed Newly reportable | |
| 18 | Roblox Corp CL A | $23.6M | 434.4K | 2.5% | ▲New New position | |
| 19 | Solaris Energy Infras Inc COM CL A | $23.3M | 289.5K | 2.5% | ▲+27% Added · +62K sh | |
| 20 | Ross Stores Inc COM | $23.1M | 108.6K | 2.5% | ▼−33% Reduced · −54K sh | |
| 21 | Digitalocean Hldgs Inc COM | $22.7M | 144.8K | 2.4% | ▼−36% Reduced · −83K sh | |
| 22 | Nextpower Inc CLASS A COM | $21.6M | 180.9K | 2.3% | ▲+11% Added · +19K sh | |
| 23 | Hunt J B Trans Svcs Inc COM | $21.0M | 72.4K | 2.2% | ▲New New position | |
| 24 | Solv Energy Inc COM SHS CL A | $19.7M | 579.1K | 2.1% | ▲New New position | |
| 25 | Bitdeer Technologies Group CL A ORD SHS | $18.4M | 1.16M | 2.0% | ▲New New position | |
| 26 | Ciena Corp COM NEW | $17.8M | 36.2K | 1.9% | ▼−30% Reduced · −16K sh | |
| 27 | Hyperliquid Strategies Inc COM | $17.1M | 2.17M | 1.8% | ▲New New position | |
| 28 | Amer Sports Inc COM SHS | $14.7M | 434.4K | 1.6% | ▲+12% Added · +45K sh | |
| 29 | British Amern Tob PLC SPONSORED ADR | $13.4M | 217.2K | 1.4% | ▲+12% Added · +22K sh | |
| 30 | Enlight Renewable Energy Ltd SHS | $12.9M | 144.8K | 1.4% | ▲+272% Added · +106K sh | |
| 31 | Brinker Intl Inc COM | $9.7M | 57.9K | 1.0% | ▲New New position | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $8.6M | 11.5K | 0.9% | ▼−22% Reduced · −3K sh | |
| 33 | SK Telecom Co Ltd SPONSORED ADR | $7.0M | 217.1K | 0.7% | ▼−56% Reduced · −272K sh | |
| 34 | Wisdomtree TR BLMBG US BULL | $5.0M | 186.8K | 0.5% | ▲New New position | |
| 35 | Almonty Inds Inc COM NEW | $4.8M | 289.5K | 0.5% | ▲New New position | |
| 36 | Credo Technology Group Holdi ORDINARY SHARES | $3.9M | 14.5K | 0.4% | ▲New New position | |
| 37 | Franklin Templeton ETF TR SYSTMTC STYL PRE | $3.8M | 135.7K | 0.4% | ▼−11% Reduced · −16K sh | |
| 38 | DPC Holdings PLC ORDINARY SHARES | $3.6M | 72.4K | 0.4% | →Listed Newly reportable | |
| 39 | Invesco Exch Traded FD TR II CHINA TECHNLGY | $2.5M | 43.6K | 0.3% | ▲New New position | |
| 40 | New York Life Investments Et HEDGE MULTI STRA | $2.5M | 67.7K | 0.3% | ▼−24% Reduced · −21K sh | |
| 41 | Litman Gregory FDS TR IMGP DBI MAN ETF | $2.5M | 80.3K | 0.3% | ▼−21% Reduced · −21K sh | |
| 42 | Amazon Com Inc COM | $2.4M | 10.1K | 0.3% | ▲New New position | |
| 43 | Global X FDS NASDAQ 100 COVER | $1.6M | 86.1K | 0.2% | ▲New New position | |
| 44 | Invesco Exchange Traded FD T S&P500 QUALITY | $1.6M | 17.3K | 0.2% | ▲New New position | |
| 45 | Invesco Exch Traded FD TR II S&P INTL QULTY | $1.5M | 35.1K | 0.2% | ▲New New position | |
| 46 | Vanguard Wellington FD US MOMENTUM | $1.4M | 5.8K | 0.2% | ▲New New position | |
| 47 | Ishares Bitcoin Trust ETF SHS BEN INT | $1.1M | 34.3K | 0.1% | ▲New New position | |
| 48 | Pacer FDS TR DATA AND INFRAST | $683K | 21.5K | 0.1% | ▲New New position | |
| 49 | Global X FDS INFRA DEV EX ETF | $671K | 20.9K | 0.1% | ▲New New position | |
| 50 | Agi Inc COM SHS CL A | $512K | 72.4K | 0.1% | ▼−86% Reduced · −447K sh |
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Use Arkolith to show Wealth High Governance Asset Management Ltda.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 43d | 50 | $939.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Jul 9, 2026 | 100d | 51 | $641.0M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Jul 9, 2026 | 190d | 53 | $559.3M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.