Wealth Group Ltd
All 13F Filings
- Location
- Eden Prairie, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 446,784
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/12/2026 | 89 | 446,784 | 13F-HR | Wealth Group Ltd |
| Q3 2025 | 10/8/2025 | 87 | 432,127 | 13F-HR | Wealth Group Ltd |
| Q2 2025 | 7/16/2025 | 78 | 392,748 | 13F-HR | Wealth Group Ltd |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 196.7 K | 44.0% | 16.05 K | 0 | 16.05 K |
| ETFs | 250.1 K | 56.0% | 0 | 1.393 K | -1.393 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
446,784
Holdings
89
QoQ value change ($000)
14,657
(3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.