Wealth Group Ltd - Portfolio overview

Wealth Group Ltd has 94 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES, 23.12%
2. BBUS - JP Morgan, 15.65%
3. QUAL - ISHARES, 9.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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