Wealth Group Ltd
All 13F Filings
- Location
- Eden Prairie, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 522,537
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 95 | 522,537 | 13F-HR | Wealth Group Ltd |
| Q1 2026 | 4/10/2026 | 94 | 439,056 | 13F-HR | Wealth Group Ltd |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 124.6 K | 23.8% | 18.39 K | 0 | 18.39 K |
| ETFs | 398 K | 76.2% | 65.1 K | 0 | 65.1 K |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
522,537
Holdings
95
QoQ value change ($000)
83,481
(19.0%)
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.