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CIK 0002010748 • 6 13F filings • Apr 10, 2025 – Jul 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M COMPANY | com | $302K | 0.1% | 2,053 SH | |
| ALPHABET INCORPORATED CAP STK CLASS A | com | $246K | 0.1% | 1,593 SH | |
| AMAZON COM INCORPORATED | com | $286K | 0.1% | 1,504 SH | |
| AMGEN Inc | com | $236K | 0.1% | 758 SH | |
| APPLE INCORPORATED | com | $1.9M | 0.6% | 8,495 SH | |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | com | $1.4M | 0.4% | 2,539 SH | |
| BROADCOM INCORPORATED | com | $295K | 0.1% | 1,760 SH | |
| CLEARFIELD INCORPORATED | com | $1.4M | 0.4% | 47,000 SH | |
| Clorox | com | $209K | 0.1% | 1,417 SH | |
| Ebay Inc | com | $565K | 0.2% | 8,343 SH | |
| fidelity | FIDELITY WISE ORIGIN BITCOIN FUND etf | $580K | 0.2% | 8,053 SH | |
| First Trust | FT CBOE VEST US | $367K | 0.1% | 9,240 SH | |
| GENERAL MLS INCORPORATED | com | $493K | 0.1% | 8,251 SH | |
| Home Depot | com | $206K | 0.1% | 563 SH | |
| Intuit | com | $493K | 0.1% | 803 SH | |
| Invesco | S&P500 PUR GWT | $3.2M | 0.9% | 82,442 SH | |
| Invesco | UNIT SER 1 | $3.0M | 0.9% | 6,419 SH | |
| ISHARES | CORE DIV GRWTH | $18.9M | 5.6% | 306,671 SH | |
| ISHARES | CORE MSCI TOTAL | $2.6M | 0.7% | 36,570 SH | |
| ISHARES | CORE S&P MCP ETF | $2.7M | 0.8% | 46,765 SH | |
| ISHARES | CORE S&P SCP ETF | $621K | 0.2% | 5,940 SH | |
| ISHARES | CORE S&P TTL STK | $2.0M | 0.6% | 16,505 SH | |
| ISHARES | CORE S&P500 ETF | $110.7M | 32.4% | 197,096 SH | |
| ISHARES | ISHARES TR CORE TOTAL USD | $2.0M | 0.6% | 43,048 SH | |
| ISHARES | MSCI INTL QUALTY | $847K | 0.2% | 21,336 SH | |
| ISHARES | MSCI USA QLT FCT | $30.6M | 9.0% | 179,091 SH | |
| Ishares | Rus MidCap ETF | $234K | 0.1% | 2,753 SH | |
| Ishares | Russell 2000 ETF | $212K | 0.1% | 1,064 SH | |
| ISHARES | TR S&P 100 ETF | $1.2M | 0.3% | 4,375 SH | |
| Ishares | US Equity Factor Rotation | $1.5M | 0.5% | 31,559 SH | |
| Johnson & Johnson | com | $218K | 0.1% | 1,314 SH | |
| JP Morgan | Betabuilders US Equity | $5.0M | 1.5% | 49,088 SH | |
| MARVELL TECHNOLOGY INCORPORATED | com | $217K | 0.1% | 3,521 SH | |
| METALS X LIMITED SHS NEW | com | $28K | 0.0% | 65,000 SH | |
| MICROSOFT CORPORATION | com | $865K | 0.3% | 2,304 SH | |
| NORTHERN GRAPHITE CORPORATION | com | $1K | 0.0% | 14,500 SH | |
| NVIDIA CORPORATION | com | $715K | 0.2% | 6,598 SH | |
| PACCAR INCORPORATED | com | $828K | 0.2% | 8,500 SH | |
| Pacer | GLOBL CASH ETF | $317K | 0.1% | 8,565 SH | |
| pacer | PACER DEVELOPED MARKETS INTL CASH COWS 100 ETF | $20.7M | 6.1% | 660,491 SH | |
| Pacer | PACER US SMALL | $11.5M | 3.4% | 307,807 SH | |
| Pacer | US CASH COWS 100 | $26.2M | 7.7% | 478,059 SH | |
| Proshares | S&P 500 DV ARIST | $3.0M | 0.9% | 28,915 SH | |
| Schwab | US BRD MKT ETF | $3.2M | 0.9% | 147,992 SH | |
| Schwab | US LRG CAP ETF | $2.6M | 0.8% | 116,133 SH | |
| Schwab | US MID-CAP ETF | $2.8M | 0.8% | 108,507 SH | |
| Schwab | US SML CAP ETF | $1.9M | 0.5% | 79,973 SH | |
| SPDR S&P 500 ETF | TR UNIT | $1.7M | 0.5% | 3,128 SH | |
| TARGET CORPORATION | com | $264K | 0.1% | 2,528 SH | |
| UNION PAC CORPORATION | com | $261K | 0.1% | 1,105 SH | |
| UNITEDHEALTH GROUP INCORPORATED | com | $879K | 0.3% | 1,678 SH | |
| Vanguard | DIV APP ETF | $745K | 0.2% | 3,842 SH | |
| Vanguard | ESG US STK ETF | $2.8M | 0.8% | 28,179 SH | |
| Vanguard | EXTEND MKT ETF | $13.7M | 4.0% | 79,765 SH | |
| Vanguard | GROWTH ETF | $475K | 0.1% | 1,280 SH | |
| Vanguard | INF TECH ETF | $21.5M | 6.3% | 39,551 SH | |
| Vanguard | MEGA GRWTH IND | $314K | 0.1% | 1,017 SH | |
| Vanguard | S&P 500 ETF SHS | $24.5M | 7.2% | 47,690 SH | |
| Vanguard | TOTAL BND MRKT | $1.4M | 0.4% | 19,360 SH | |
| Vanguard | TOTAL STK MKT | $1.4M | 0.4% | 5,136 SH | |
| Vanguard | VALUE ETF | $392K | 0.1% | 2,267 SH | |
| Vanguard | VAN FTSE DEV MKT | $284K | 0.1% | 5,582 SH | |
| Vanguard | VG TL INTL STK F | $880K | 0.3% | 14,168 SH | |
| WALMART INCORPORATED | com | $403K | 0.1% | 4,595 SH | |
| YANCOAL AUSTRALIA LIMITED SHS | com | $44K | 0.0% | 13,771 SH | |
| ZION OIL & GAS INCORPORATED | com | $6K | 0.0% | 35,230 SH |
| 13F-HR |
| 0002010748-25-000006 |
| $432.1M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0002010748-26-000003 | $522.5M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0002010748-25-000003 | $392.7M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0002010748-26-000002 | $439.1M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0002010748-25-000002 | $341.3M | View |