13F Filings History of Wealth Group Ltd

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$446,783,648
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 87 stock holdings with total value $446,783,648 as of Q4 2025. Top holdings included IVV, BBUS, QUAL, QQQ, and VGT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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