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Latest Wealth Group Ltd Stock Portfolio

Wealth Group Ltd Performance:
2025 Q4: 1.78%YTD: 12.6%2024: 6.01%
Performance for 2025 Q4 is 1.78%, and YTD is 12.6%, and 2024 is 6.01%.

About Wealth Group Ltd and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Wealth Group Ltd reported an equity portfolio of $446.8 Millions as of 31 Dec, 2025.

The top stock holdings of Wealth Group Ltd are IJR, BBAX, IBCE. The fund has invested 24.2% of it's portfolio in ISHARES and 15% of portfolio in JP MORGAN.

The fund managers got completely rid off ISHARES and HOME DEPOT INCORPORATED (HD) stocks. They significantly reduced their stock positions in PACER (AFTY), ZION OIL & GAS INCORPORATED (ZNOG) and VANGUARD (VB). Wealth Group Ltd opened new stock positions in FIRST TRUST (AFLG), DEMOCRACY INVESTMENTS (DEMZ) and STATE STREET (GLD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES (BAB), ISHARES and STATE STREET (XLB).

Wealth Group Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Wealth Group Ltd made a return of 1.78% in the last quarter. In trailing 12 months, it's portfolio return was 12.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first trust837,246
democracy investments359,694
state street259,187
amgen incorporated244,501
jpmorgan chase & company.229,743
sprott assett management 202,806
healthier choices mgmt corporation0.00
New stocks bought by Wealth Group Ltd

Additions

Ticker% Inc.
ishares174
ishares102
state street93.65
ishares60.03
nvidia corporation59.62
jp morgan43.99
ishares40.59
amazon com incorporated40.4
Additions to existing portfolio by Wealth Group Ltd

Reductions

Ticker% Reduced
pacer-67.15
zion oil & gas incorporated-64.26
pacer-47.89
vanguard-39.62
ishares-31.39
metals x limited shs new-25.26
ishares-23.29
target corporation-17.41
Wealth Group Ltd reduced stake in above stock

Sold off

Ticker$ Sold
ishares-6,460,630
ishares-1,060,440
yancoal australia limited shs-58,723
shopify incorporated class a sub vtg shs-205,676
home depot incorporated-223,342
Wealth Group Ltd got rid off the above stocks

Sector Distribution

Wealth Group Ltd has about 96.5% of it's holdings in Others sector.

Sector%
Others96.5
Technology2

Market Cap. Distribution

Wealth Group Ltd has about 3.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.5
MEGA-CAP2.1
LARGE-CAP1.1

Stocks belong to which Index?

About 3.1% of the stocks held by Wealth Group Ltd either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others96.6
S&P 5003.1
Top 5 Winners (%)%
metals x limited shs new
37.8 %
northern graphite corporation
35.3 %
GOOG
alphabet incorporated cap stk class a
24.8 %
ZNOG
zion oil & gas incorporated
13.4 %
JNJ
johnson & johnson
11.6 %
Top 5 Winners ($)$
IJR
ishares
2.6 M
BBAX
jp morgan
1.2 M
AFTY
pacer
0.9 M
IBCE
ishares
0.8 M
QQQ
invesco
0.6 M
Top 5 Losers (%)%
XLB
state street
-42.1 %
metaplanet incorporated shs
-33.4 %
ORCL
oracle corporation
-29.0 %
fidelity
-22.4 %
ishares
-18.8 %
Top 5 Losers ($)$
XLB
state street
-0.7 M
CLFD
clearfield incorporated
-0.2 M
ishares
-0.1 M
fidelity
-0.1 M
ORCL
oracle corporation
-0.1 M

Wealth Group Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wealth Group Ltd

Wealth Group Ltd has 89 stocks in it's portfolio. About 80.6% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Wealth Group Ltd last quarter.

Last Reported on: 12 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions