Quick Takeaways
- Wealth Group Ltd reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $439,056,294.
13F Filings History of Wealth Group Ltd
- Latest 13F report
- Q1 2026 - 10 Apr 2026
- Value $
- $439,056,294
- Signature - Title
- Adam Colby - Chief Financial Officer
- Location
- Eden Prairie, MN
- Summary
- This page shows a list of all the recent 13F filings made by Wealth Group Ltd. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Group Ltd reported 91 stock holdings with total value $439,056,294 as of Q1 2026. Top holdings included IVV, BBUS, QUAL, QQQ, and VGT.
Follow Filing Activity
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Holdings Value
What Changed
- Most recent filing was accepted on 10 Apr 2026, 09:43.
- Reported value moved from $446,783,648 to $439,056,294.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |