13F Filings History of Wealth Group Ltd
- Latest 13F filing
- Q2 2026 - 10 Jul 2026
- Latest reported 13F value
- $522,536,648
- Largest 13F holdings
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IVV BBUS QUAL QQQ VGT DYNF VOO OEF COWZ QQQM DGRO RPG
+8 more
ICOW VXF SCHX SCHM ESGV IXUS IJH SCHB - Form 13F summary
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- Wealth Group Ltd Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Wealth Group Ltd reported 92 equity holdings with a total reported market value of $522,536,648 for Q2 2026. Top reported holdings included IVV, BBUS, QUAL, QQQ, and VGT.
- Manager signature
- Adam Colby - Chief Financial Officer
- Manager location
- Eden Prairie, MN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$522,536,648
Quarter delta
+$83,480,354
Accepted
10 Jul 2026, 08:44
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 92 | $522,536,648 | +$45,802,047 | -$3,323,665 | +$42,478,382 | IVV, BBUS, QUAL, QQQ, VGT | 13F-HR | 10 Jul 2026, 08:44 |
| Q1 2026 | 91 | $439,056,294 | +$15,454,684 | -$5,295,756 | +$10,158,928 | IVV, BBUS, QUAL, QQQ, VGT | 13F-HR | 10 Apr 2026, 09:43 |
| Q4 2025 | 87 | $446,783,648 | +$47,787,452 | -$41,719,220 | +$6,068,232 | IVV, BBUS, QUAL, QQQ, VGT | 13F-HR | 12 Jan 2026, 10:07 |
| Q3 2025 | 86 | $432,126,915 | +$53,561,430 | -$43,630,570 | +$9,930,860 | IVV, BBUS, QUAL, VGT, VOO | 13F-HR | 08 Oct 2025, 11:46 |
| Q2 2025 | 78 | $392,747,558 | +$54,644,273 | -$35,279,069 | +$19,365,204 | IVV, QUAL, VGT, BBUS, VOO | 13F-HR | 16 Jul 2025, 09:30 |
| Q1 2025 | 66 | $341,312,607 | +$16,658,235 | -$5,651,520 | +$11,006,715 | IVV, QUAL, COWZ, VOO, VGT | 13F-HR | 10 Apr 2025, 17:05 |
| Q4 2024 | 65 | $345,901,742 | +$15,993,970 | -$6,924,988 | +$9,068,982 | IVV, QUAL, COWZ, VOO, VGT | 13F-HR | 08 Jan 2025, 17:29 |
| Q3 2024 | 65 | $343,542,349 | +$9,565,403 | -$14,916,420 | -$5,351,017 | IVV, QUAL, COWZ, VOO, VGT | 13F-HR | 08 Oct 2024, 11:23 |
| Q2 2024 | 61 | $331,050,867 | +$5,195,674 | -$6,306,983 | -$1,111,309 | IVV, QUAL, COWZ, VOO, VGT | 13F-HR | 09 Jul 2024, 16:31 |
| Q1 2024 | 61 | $318,671,626 | +$14,699,410 | -$3,143,494 | +$11,555,916 | IVV, QUAL, IUSB, COWZ, VOO | 13F-HR | 13 May 2024, 20:20 |
| Q4 2023 | 60 | $301,803,982 | $0 | $0 | $0 | IVV, QUAL, IUSB, COWZ, VOO | 13F-HR | 07 Feb 2024, 17:54 |