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Wealth Group Ltd
Wealth Group Ltd is an institution, managing $424.5M across 80 long positions as of Q3 2025 with 96% ETF concentration, 79% concentrated in top 10 holdings, and 27% allocation to IVV.
- Portfolio Value
- $424.5M
- Positions
- 80
- Top Holding
- IVV at 27.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wealth Group Ltd's portfolio (79% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $115.1M | 27.12% | -$11.0M Sold | — 172.0K shares | |
ETF ETF | $45.6M | 10.74% | +$18.9M Bought | — 377.8K shares | |
ETF ETF | $38.3M | 9.02% | +$1.8M Bought | — 196.9K shares | |
ETF ETF | $26.6M | 6.26% | -$1.8M Sold | — 35.6K shares | |
ETF ETF | $24.8M | 5.85% | -$1.7M Sold | — 40.5K shares | |
ETF ETF | $24.0M | 5.64% | +$9.2M Bought | — 39.9K shares | |
ETF ETF | $21.3M | 5.01% | -$3.0M Sold | — 370.2K shares | |
ETF ETF | $15.8M | 3.72% | +$6.8M Bought | — 266.5K shares | |
ETF ETF | $12.6M | 2.97% | +$5.6M Bought | — 37.9K shares | |
ETF ETF | $11.3M | 2.67% | -$5.0M Sold | — 166.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wealth Group Ltd's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-48.13% | |
-43.08% | |
-41.94% |
Analytics
Portfolio insights and performance metrics for Wealth Group Ltd
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