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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$108 Billion 24.2% of portfolio	157,873	Q4 2025 Reduced 8.19%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$67.1 Billion 15.01% of portfolio	544,019	Q4 2025 Added 43.99%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$40.5 Billion 9.06% of portfolio	203,892	Q4 2025 Added 3.53%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$29.4 Billion 6.58% of portfolio	47,891	Q4 2025 Added 20.03%
VGT Vanguard Information Technolog ETFs	$0	$24.9 Billion 5.57% of portfolio	33,015	Q4 2025 Reduced 7.18%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$22.7 Billion 5.07% of portfolio	372,733	Q4 2025 Added 39.84%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$22.4 Billion 5.01% of portfolio	35,727	Q4 2025 Reduced 11.84%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$18.9 Billion 4.23% of portfolio	314,125	Q4 2025 Reduced 15.14%
OEF Ishares S&P 100 ETF ETFs	$0	$18.3 Billion 4.09% of portfolio	53,329	Q4 2025 Added 40.59%

DGRO Ishares Core Dividend Growth E ETFs	$0	$7.91 Billion 1.77% of portfolio	114,014	Q4 2025 Reduced 31.39%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$6.17 Billion 1.38% of portfolio	24,403	Q4 2025 Added 174.22%
ICOW Pacer Fds Tr Devel Mrkts Intl ETFs	$0	$5.27 Billion 1.18% of portfolio	136,371	Q4 2025 Reduced 47.89%
VXF Vanguard Extended Market ETF ETFs	$0	$4.43 Billion 0.99% of portfolio	21,200	Q4 2025 Reduced 39.62%
RPG Invesco Exchange Traded Fd Tr ETFs	$0	$3.64 Billion 0.81% of portfolio	77,880	Q4 2025 Reduced 1.75%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$3.54 Billion 0.79% of portfolio	131,666	Q4 2025 Added 0.41%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$3.09 Billion 0.69% of portfolio	102,850	Q4 2025 Reduced 2.73%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$2.91 Billion 0.65% of portfolio	111,054	Q4 2025 Reduced 8.07%
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$2.92 Billion 0.65% of portfolio	24,146	Q4 2025 Added 0.78%

NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$2.85 Billion 0.64% of portfolio	27,349	Q4 2025 Reduced 1.48%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$2.71 Billion 0.61% of portfolio	41,034	Q4 2025 Reduced 0.58%
IXUS Ishares Tr ETFs	$0	$2.68 Billion 0.6% of portfolio	31,612	Q4 2025 Reduced 0.45%
VTI Vanguard Total Stock Market Et ETFs	$0	$2.61 Billion 0.58% of portfolio	7,773	Q4 2025 Added 3.92%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$2.48 Billion 0.56% of portfolio	16,691	Q4 2025 Reduced 3.24%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$2.14 Billion 0.48% of portfolio	75,030	Q4 2025 Reduced 3.12%
NVDA Nvidia Corp Technology	$465B	$2.13 Billion 0.48% of portfolio	11,446	Q4 2025 Added 59.62%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.12 Billion 0.48% of portfolio	3,113	Q4 2025 Added 0.61%
AAPL Apple Inc. Technology	$4.3T	$2.01 Billion 0.45% of portfolio	7,407	Q4 2025 Reduced 10.6%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.55 Billion 0.35% of portfolio	19,282	Q4 2025 Added 0.17%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$1.43 Billion 0.32% of portfolio	31,424	Q4 2025 Added 60.03%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.38 Billion 0.31% of portfolio	18,656	Q4 2025 Reduced 3.09%
CLFD Clearfield, Inc. Technology	$423M	$1.37 Billion 0.31% of portfolio	47,000	Q4 2023 New
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$1.37 Billion 0.31% of portfolio	30,851	Q4 2025 Reduced 67.15%
BKLC Bny Mellon ETF Tr Us Large Cap ETFs	$0	$1.32 Billion 0.29% of portfolio	10,067	Q4 2025 Added 1.77%
MSFT Microsoft Corp Technology	$3.78T	$1.25 Billion 0.28% of portfolio	2,585	Q4 2025 Added 9.63%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$1.14 Billion 0.26% of portfolio	2,272	Q4 2025 Reduced 10.37%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$939 Million 0.21% of portfolio	12,450	Q4 2025 Added 2.94%
PCAR Paccar Inc Industrials	$33.2B	$931 Million 0.21% of portfolio	8,500	Q4 2023 New
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$909 Million 0.2% of portfolio	19,534	Q4 2025 Reduced 23.29%
XLK Technology Sector Spdr ETFs	$0	$908 Million 0.2% of portfolio	6,309	Q4 2025 Added 93.65%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$837 Million 0.19% of portfolio	24,438	Q4 2025 New
AVGO Broadcom Inc. Technology	$139B	$819 Million 0.18% of portfolio	2,366	Q4 2025 Added 32.55%
VIG Vanguard Dividend Appreciation ETFs	$0	$785 Million 0.18% of portfolio	3,573	Q4 2025 Reduced 0.08%
Victory	-	$778 Million 0.17% of portfolio	-	Q4 2025 Added 2.87%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$776 Million 0.17% of portfolio	10,334	Q4 2025 Reduced 0.65%
GOOGL Alphabet Inc. Communication Services	$1.65T	$655 Million 0.15% of portfolio	2,092	Q4 2025 Added 28.19%
Ishares	-	$642 Million 0.14% of portfolio	-	Q4 2025 Added 102.13%
VUG Vanguard Growth ETF ETFs	$0	$639 Million 0.14% of portfolio	1,310	Q4 2025 Added 4.55%
UNH Unitedhealth Group Inc Healthcare	$300B	$629 Million 0.14% of portfolio	1,905	Q4 2025 Added 9.48%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$614 Million 0.14% of portfolio	5,106	Q4 2025 Reduced 5.48%
MMM 3 M CO Industrials	$91.4B	$611 Million 0.14% of portfolio	3,817	Q3 2025 Added 77.29%

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

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