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Wealth Group Ltd

All holdings · as of Dec 31, 2025

89 positions

CompanyClassValueShares% of portfolio
ISHARES$108.13M157,87324.2%
JP Morgan$67.08M544,01915.0%
iShares MSCI UAE ETF$40.50M203,8929.1%
Invesco$29.42M47,8916.6%
Vanguard$24.89M33,0155.6%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$22.67M372,7335.1%
Vanguard$22.41M35,7275.0%
Pacer$18.90M314,1254.2%
ISHARES$18.29M53,3294.1%
ISHARES$7.91M114,0141.8%
Ishares$6.17M24,4031.4%
pacer$5.27M136,3711.2%
Vanguard$4.43M21,2001.0%
Invesco$3.64M77,8800.8%
Schwab$3.54M131,6660.8%
Schwab$3.09M102,8500.7%
Vanguard$2.92M24,1460.7%
Schwab$2.91M111,0540.7%
Proshares$2.85M27,3490.6%
ISHARES$2.71M41,0340.6%
iShares MSCI UAE ETF$2.68M31,6120.6%
Vanguard$2.61M7,7730.6%
iShares MSCI UAE ETF$2.48M16,6910.6%
Schwab$2.14M75,0300.5%
NVIDIA Corp$2.13M11,4460.5%
state street$2.12M3,1130.5%
Apple Inc.$2.01M7,4070.5%
state street$1.55M19,2820.3%
ISHARES$1.43M31,4240.3%
Vanguard$1.38M18,6560.3%
Clearfield, Inc.$1.37M47,0000.3%
Pacer$1.37M30,8510.3%
BNY MELLON US LARGE CAP CORE EQUITY ETF$1.32M10,0670.3%
MICROSOFT CORP$1.25M2,5850.3%
Warren E. Buffett$1.14M2,2720.3%
Vanguard$939.4K12,4500.2%
PACCAR INC$930.8K8,5000.2%
ISHARES$909.1K19,5340.2%
state street$908.3K6,3090.2%
First Trust$837.2K24,4380.2%
Broadcom Inc.$818.9K2,3660.2%
Vanguard$785.3K3,5730.2%
Victory$778.1K19,7600.2%
Ishares$775.5K10,3340.2%
Alphabet Inc.$654.8K2,0920.1%
Ishares$641.7K12,9240.1%
Vanguard$639.1K1,3100.1%
UNITEDHEALTH GROUP INC$628.9K1,9050.1%
ISHARES$613.6K5,1060.1%
3M CO$611.1K3,8170.1%
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