1y return+22.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $147 against $157 in the S&P 500.2
Wealth Group LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares | $117.2M | 22.4% | |
| BBUSJP Morgan | $84.7M | 16.2% | +6.5% |
| QUALIshares | $47.4M | 9.1% | +3.0% |
| QQQInvesco | $36.1M | 6.9% | |
| VGTVanguard | $31.8M | 6.1% | |
| DYNFIshares | $28.9M | 5.5% | +6.7% |
| VOOVanguard | $25.0M | 4.8% | |
| OEFIshares | $22.1M | 4.2% | +6.4% |
| COWZPacer | $19.2M | 3.7% | |
| QQQMIshares | $10.5M | 2.0% | +19.3% |
| DGROIshares | $7.6M | 1.5% | −3.6% |
| RPGInvesco | $4.9M | 0.9% | |
| ICOWpacer | $4.9M | 0.9% | −6.3% |
| VXFVanguard | $4.3M | 0.8% | −7.7% |
| SCHXSchwab | $3.9M | 0.8% | |
| SCHMSchwab | $3.8M | 0.7% | |
| ESGVVanguard | $3.3M | 0.6% | |
| IXUSIshares | $3.2M | 0.6% | |
| IJHIshares | $3.0M | 0.6% | |
| SCHBSchwab | $3.0M | 0.6% | −2.9% |
| VTIVanguard | $2.9M | 0.6% | |
| ITOTIshares | $2.9M | 0.6% | +1.2% |
| NOBLProshares | $2.9M | 0.6% | −3.2% |
| SCHASchwab | $2.7M | 0.5% | |
| NVDANvidia Corporation | $2.3M | 0.4% | +5.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $2.3M |
| RPGInvesco | December 31, 2023 | +97.9% | $4.9M |
| VGTVanguard | December 31, 2023 | +97.6% | $31.8M |
| QQQInvesco | December 31, 2023 | +79.8% | $36.1M |
| VOOVanguard | December 31, 2023 | +57.2% | $25.0M |
| SPYstate street | December 31, 2023 | +57.1% | $2.3M |
| IVVIshares | December 31, 2023 | +56.8% | $117.2M |
| SCHXSchwab | December 31, 2023 | +56.5% | $3.9M |
| ITOTIshares | December 31, 2023 | +56.1% | $2.9M |
| SCHBSchwab | December 31, 2023 | +56.1% | $3.0M |
Sold off last quarter
- INTUIntuit was $237K
- MGCVanguard was $219K
- MCDMcdonalds Corporation was $203K
- New Hope Corporation Limited ShsCUSIP Q66635105 was $61K
- Metaplanet Incorporated ShsCUSIP J1357P101 was $24K
- Metals X Limited Shs NewCUSIP Q60408129 was $23K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.1% | +14.8% |
| March 31, 2026 | −4.0% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +9.4% | +10.5% |
| March 31, 2025 | −4.5% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wealth Group Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2010748&type=13F-HR&dateb=&owner=include&count=40CIK 2010748
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2010748/000201074826000003/Filed July 10, 2026 · accession 0002010748-26-000003