Wellington Grp LLC - Portfolio overview

Wellington Grp LLC has 397 reported holdings in this dataset, with the latest filing dated 2026-05-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. IGSB - ISHARES TR, 7.58%
  2. RWJ - INVESCO EXCH TRADED FD TR II, 7.29%
  3. BKLN - INVESCO EXCH TRADED FD TR II, 6.06%

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

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