Institutions / Wealth Group Ltd

Wealth Group Ltd

CIK 2010748 · Institution · as of Dec 31, 2025

Portfolio value

$446.78M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 89 →

Company	Class	Value	Shares	% of portfolio
iShares	—	$108.13M	157,873	24.2%
JP Morgan	—	$67.08M	544,019	15.0%
iShares MSCI UAE ETF	—	$40.50M	203,892	9.1%
Invesco	—	$29.42M	47,891	6.6%
Vanguard	—	$24.89M	33,015	5.6%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$22.67M	372,733	5.1%
Vanguard	—	$22.41M	35,727	5.0%
Pacer	—	$18.90M	314,125	4.2%
iShares	—	$18.29M	53,329	4.1%
iShares	—	$7.91M	114,014	1.8%
Ishares	—	$6.17M	24,403	1.4%
pacer	—	$5.27M	136,371	1.2%
Vanguard	—	$4.43M	21,200	1.0%
Invesco	—	$3.64M	77,880	0.8%
Schwab	—	$3.54M	131,666	0.8%
Schwab	—	$3.09M	102,850	0.7%
Vanguard	—	$2.92M	24,146	0.7%
Schwab	—	$2.91M	111,054	0.7%
Proshares	—	$2.85M	27,349	0.6%
iShares	—	$2.71M	41,034	0.6%
iShares MSCI UAE ETF	—	$2.68M	31,612	0.6%
Vanguard	—	$2.61M	7,773	0.6%
iShares MSCI UAE ETF	—	$2.48M	16,691	0.6%
Schwab	—	$2.14M	75,030	0.5%
NVIDIA Corp	—	$2.13M	11,446	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.