Wealth Group Ltd
Net buyer this quarter
$523M
35
+$626K
9.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $36.1M | 6.90% | Not reported | +0.6% | Q4 2023 |
 NOBL | $2.89M | 0.55% | Not reported | -3.2% | Q4 2023 |
 NVDA | $2.35M | 0.45% | 0.00% | +5.1% | Q4 2023 |
 SPY | $2.34M | 0.45% | Not reported | Not reported | Q4 2023 |
 AAPL | $2.11M | 0.40% | 0.00% | -2.0% | Q4 2023 |
 CLFD | $1.87M | 0.36% | 0.35% | Not reported | Q4 2023 |
 MMM | $1.15M | 0.22% | 0.00% | +50.8% | Q4 2023 |
 MRVL | $1.08M | 0.21% | 0.00% | +2.9% | Q2 2024 |
 PCAR | $1.02M | 0.20% | 0.00% | Not reported | Q4 2023 |
 BRK.B | $1M | 0.19% | Not reported | -9.2% | Q4 2023 |
 MSFT | $930K | 0.18% | 0.00% | -2.9% | Q4 2023 |
 AVGO | $894K | 0.17% | 0.00% | Not reported | Q4 2023 |
 GOOGL | $738K | 0.14% | 0.00% | Not reported | Q4 2023 |
 EBAY | $721K | 0.14% | 0.00% | Not reported | Q3 2024 |
 UNH | $576K | 0.11% | 0.00% | -12.8% | Q4 2023 |
 FBTC | $566K | 0.11% | 0.01% | +12.7% | Q4 2024 |
 AMZN | $540K | 0.10% | 0.00% | Not reported | Q4 2023 |
 WMT | $515K | 0.10% | 0.00% | +6.3% | Q4 2023 |
 IBIT | $363K | 0.07% | 0.00% | +27.7% | Q2 2025 |
 ANET | $351K | 0.07% | 0.00% | Not reported | Q3 2025 |
 JNJ | $344K | 0.07% | 0.00% | Not reported | Q4 2023 |
 MU | $296K | 0.06% | 0.00% | New | Q2 2026 |
 ECG | $286K | 0.05% | 0.00% | Not reported | Q1 2026 |
 UNP | $273K | 0.05% | 0.00% | Not reported | Q4 2023 |
 TGT | $273K | 0.05% | 0.00% | +0.1% | Q4 2023 |
 AMGN | $271K | 0.05% | 0.00% | Not reported | Q4 2023 |
 GIS | $252K | 0.05% | 0.00% | +0.1% | Q4 2023 |
| GLD | $241K | 0.05% | 0.00% | Not reported | Q4 2025 |
 ECL | $238K | 0.05% | 0.00% | Not reported | Q2 2025 |
 XEL | $221K | 0.04% | 0.00% | Not reported | Q3 2025 |
 JPM | $220K | 0.04% | 0.00% | -5.6% | Q4 2025 |
 U | $191K | 0.04% | 0.00% | -3.0% | Q4 2025 |
| ETHA | $134K | 0.03% | 0.00% | New | Q2 2026 |
| ZNOG | $10.1K | 0.00% | 0.00% | -22.9% | Q2 2024 |
| HCMC | $0 | 0.00% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| QQQ | $28.1M | 6.40% | Not reported | +1.7% | Q4 2023 |
| NOBL | $2.81M | 0.64% | Not reported | -2.9% | Q4 2023 |
| SPY | $2.04M | 0.46% | Not reported | +0.8% | Q4 2023 |
| NVDA | $1.95M | 0.44% | 0.00% | -2.5% | Q4 2023 |
| AAPL | $1.89M | 0.43% | 0.00% | +0.5% | Q4 2023 |
| CLFD | $1.24M | 0.28% | 0.35% | Not reported | Q4 2023 |
| BRK.B | $1.06M | 0.24% | Not reported | -3.0% | Q4 2023 |
| PCAR | $982K | 0.22% | 0.00% | Not reported | Q4 2023 |
| MSFT | $951K | 0.22% | 0.00% | -0.6% | Q4 2023 |
| AVGO | $732K | 0.17% | 0.00% | Not reported | Q4 2023 |
| MMM | $682K | 0.16% | 0.00% | +23.0% | Q4 2023 |
| GOOGL | $594K | 0.14% | 0.00% | -1.2% | Q4 2023 |
| EBAY | $587K | 0.13% | 0.00% | Not reported | Q3 2024 |
| FBTC | $581K | 0.13% | 0.00% | +55.3% | Q4 2024 |
| WMT | $532K | 0.12% | 0.00% | Not reported | Q4 2023 |
| AMZN | $472K | 0.11% | 0.00% | +0.2% | Q4 2023 |
| UNH | $431K | 0.10% | 0.00% | -16.5% | Q4 2023 |
| MRVL | $349K | 0.08% | 0.00% | Not reported | Q2 2024 |
| JNJ | $331K | 0.08% | 0.00% | Not reported | Q4 2023 |
| IBIT | $328K | 0.07% | 0.00% | -34.0% | Q2 2025 |
| GLD | $281K | 0.06% | 0.00% | Not reported | Q4 2025 |
| GIS | $269K | 0.06% | 0.00% | -11.5% | Q4 2023 |
| AMGN | $263K | 0.06% | 0.00% | Not reported | Q4 2023 |
| ANET | $254K | 0.06% | 0.00% | Not reported | Q3 2025 |
| TGT | $253K | 0.06% | 0.00% | Not reported | Q4 2023 |
| UNP | $244K | 0.06% | 0.00% | -2.4% | Q4 2023 |
 INTU | $237K | 0.05% | 0.00% | -31.6% | Q1 2025 |
| ECL | $227K | 0.05% | 0.00% | Not reported | Q2 2025 |
| XEL | $218K | 0.05% | 0.00% | Not reported | Q3 2025 |
| U | $216K | 0.05% | 0.00% | +3.1% | Q4 2025 |
| JPM | $210K | 0.05% | 0.00% | Not reported | Q4 2025 |
| ECG | $204K | 0.05% | 0.00% | New | Q1 2026 |
 MCD | $203K | 0.05% | 0.00% | New | Q1 2026 |
| MTPLF | $24.2K | 0.01% | Not reported | -31.3% | Q2 2025 |
| ZNOG | $10.1K | 0.00% | 0.00% | +11.9% | Q2 2024 |
| HCMC | $0 | 0.00% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| QQQ | $29.4M | 6.58% | Not reported | +20.0% | Q4 2023 |
| NOBL | $2.85M | 0.64% | Not reported | -1.5% | Q4 2023 |
| NVDA | $2.13M | 0.48% | 0.00% | +59.6% | Q4 2023 |
| SPY | $2.12M | 0.48% | Not reported | +0.6% | Q4 2023 |
| AAPL | $2.01M | 0.45% | 0.00% | -10.6% | Q4 2023 |
| CLFD | $1.37M | 0.31% | 0.34% | Not reported | Q4 2023 |
| MSFT | $1.25M | 0.28% | 0.00% | +9.6% | Q4 2023 |
| BRK.B | $1.14M | 0.26% | Not reported | -10.4% | Q4 2023 |
| PCAR | $931K | 0.21% | 0.00% | Not reported | Q4 2023 |
| AVGO | $819K | 0.18% | 0.00% | +32.6% | Q4 2023 |
| GOOGL | $655K | 0.15% | 0.00% | +28.2% | Q4 2023 |
| IBIT | $642K | 0.14% | 0.00% | +102.1% | Q2 2025 |
| UNH | $629K | 0.14% | 0.00% | +9.5% | Q4 2023 |
| MMM | $611K | 0.14% | 0.00% | Not reported | Q4 2023 |
| EBAY | $562K | 0.13% | 0.00% | -7.6% | Q3 2024 |
| INTU | $532K | 0.12% | 0.00% | Not reported | Q1 2025 |
| AMZN | $521K | 0.12% | 0.00% | +40.4% | Q4 2023 |
| FBTC | $483K | 0.11% | 0.00% | +15.9% | Q4 2024 |
| WMT | $477K | 0.11% | 0.00% | -8.1% | Q4 2023 |
| GIS | $380K | 0.08% | 0.00% | -1.3% | Q4 2023 |
| MRVL | $299K | 0.07% | 0.00% | Not reported | Q2 2024 |
| JNJ | $280K | 0.06% | 0.00% | +0.3% | Q4 2023 |
| ANET | $271K | 0.06% | 0.00% | Not reported | Q3 2025 |
| GLD | $259K | 0.06% | 0.00% | New | Q4 2025 |
 ORCL | $253K | 0.06% | 0.00% | -11.3% | Q3 2024 |
| AMGN | $245K | 0.05% | 0.00% | Not reported | Q4 2023 |
| UNP | $238K | 0.05% | 0.00% | Not reported | Q4 2023 |
| JPM | $230K | 0.05% | 0.00% | New | Q4 2025 |
 TSLA | $225K | 0.05% | 0.00% | +6.8% | Q4 2024 |
| ECL | $224K | 0.05% | 0.00% | Not reported | Q2 2025 |
| TGT | $204K | 0.05% | 0.00% | -17.4% | Q4 2023 |
| XEL | $203K | 0.05% | 0.00% | Not reported | Q3 2025 |
| U | $203K | 0.05% | 0.00% | New | Q4 2025 |
| MTPLF | $49.2K | 0.01% | Not reported | Not reported | Q2 2025 |
| ZNOG | $5.64K | 0.00% | 0.00% | -64.3% | Q2 2024 |
| HCMC | $0 | 0.00% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| QQQ | $24M | 5.54% | Not reported | +62.0% | Q4 2023 |
| NOBL | $2.86M | 0.66% | Not reported | -3.9% | Q4 2023 |
| AAPL | $2.11M | 0.49% | 0.00% | -2.1% | Q4 2023 |
| SPY | $2.06M | 0.48% | Not reported | -2.2% | Q4 2023 |
| CLFD | $1.62M | 0.37% | 0.34% | Not reported | Q4 2023 |
| NVDA | $1.34M | 0.31% | 0.00% | +2.5% | Q4 2023 |
| BRK.B | $1.27M | 0.29% | Not reported | -41.9% | Q4 2023 |
| MSFT | $1.22M | 0.28% | 0.00% | +3.2% | Q4 2023 |
| PCAR | $836K | 0.19% | 0.00% | Not reported | Q4 2023 |
| EBAY | $635K | 0.15% | 0.00% | Not reported | Q3 2024 |
| UNH | $601K | 0.14% | 0.00% | -3.5% | Q4 2023 |
| MMM | $592K | 0.14% | 0.00% | +77.3% | Q4 2023 |
| AVGO | $589K | 0.14% | 0.00% | +1.4% | Q4 2023 |
| INTU | $548K | 0.13% | 0.00% | Not reported | Q1 2025 |
| FBTC | $546K | 0.13% | 0.00% | -1.3% | Q4 2024 |
| WMT | $480K | 0.11% | 0.00% | +1.3% | Q4 2023 |
| GIS | $417K | 0.10% | 0.00% | +0.1% | Q4 2023 |
| IBIT | $416K | 0.10% | 0.00% | +59.2% | Q2 2025 |
| ORCL | $412K | 0.10% | 0.00% | +12.8% | Q3 2024 |
| GOOGL | $397K | 0.09% | 0.00% | +6.7% | Q4 2023 |
| AMZN | $353K | 0.08% | 0.00% | +10.4% | Q4 2023 |
| ANET | $301K | 0.07% | 0.00% | New | Q3 2025 |
| MRVL | $296K | 0.07% | 0.00% | Not reported | Q2 2024 |
| JNJ | $251K | 0.06% | 0.00% | -8.8% | Q4 2023 |
| UNP | $243K | 0.06% | 0.00% | -6.8% | Q4 2023 |
| ECL | $234K | 0.05% | 0.00% | +4.9% | Q2 2025 |
| TGT | $227K | 0.05% | 0.00% | Not reported | Q4 2023 |
 HD | $223K | 0.05% | 0.00% | Not reported | Q3 2024 |
| XEL | $222K | 0.05% | 0.00% | New | Q3 2025 |
| TSLA | $209K | 0.05% | 0.00% | Not reported | Q4 2024 |
 SHOP | $206K | 0.05% | 0.00% | New | Q3 2025 |
| MTPLF | $73.9K | 0.02% | Not reported | Not reported | Q2 2025 |
| ZNOG | $13.2K | 0.00% | 0.01% | +26.4% | Q2 2024 |