Wealth Group LTD Portfolio Holdings

Wealth Group LTD

$447 Billion
Q4 2025

Wealth Group LTD has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $447 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $108B, J P Morgan Exchg Traded Fd with a value of $67.1B, Ishares Msci Usa Quality Facto with a value of $40.5B, Invesco Qqq Trust, Series 1 with a value of $29.4B, and Vanguard Information Technolog with a value of $24.9B.

Examining the 13F form we can see an increase of $14.7B in the current position value, from $432B to 447B.

Wealth Group LTD is based out at Eden Prairie, MN

Below you can find more details about Wealth Group LTD portfolio as well as his latest detailed transactions.

Portfolio value $447 Billion

ETFs: $427 Billion

Technology: $8.67 Billion

Industrials: $1.78 Billion

Financial Services: $1.37 Billion

Consumer Cyclical: $1.31 Billion

Healthcare: $1.15 Billion

Consumer Defensive: $1.06 Billion

Communication Services: $655 Million

Other: $635 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ZNOG Zion Oil & Gas Inc Energy	$90.3M	$5.64 Million 0.0% of portfolio	26,096	Q4 2025 Reduced 64.26%

Summary

Portfolio
No. of Stocks 89
Current Value $447 Billion
Prior Value $432 Billion
Filing
Period Q4 2025
Filing Date January 12, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 7 stocks
Additional Purchases 33 stocks
Sold out of 0 stocks
Reduced holdings in 32 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Group LTD with notifications on news.

Account