Wealth Group Ltd

CIK

2010748

Location

EDEN PRAIRIE, MN

Portfolio Value

Micro $46,711,007

Diversification

Highly concentrated

Filing Date

Global Rank

#6,573 / 8,232 ▲ 157

Top Industry

Semiconductors 19.7%

3Y Alpha vs SPY

-3.1%

Period ended 2 months ago

Filed Apr 10, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.9%

SPY

+52.9%

Annualised alpha

-3.1%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

60.2%

+0.9 pts

Top 5

75.4%

+0.8 pts

Top 10

84.8%

+0.5 pts

HHI

3,712

Highly concentrated+104

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.1%	$31,339,478	5
Technology	16.3%	$7,604,720	8
Industrials	4.5%	$2,110,945	4
Financial Services	2.7%	$1,266,372	2
Consumer Cyclical	2.7%	$1,261,638	3
Consumer Defensive	2.3%	$1,053,847	3
Healthcare	2.2%	$1,024,555	3
Communication Services	1.3%	$594,098	1
Basic Materials	0.5%	$226,915	1
Utilities	0.5%	$218,221	1
Energy	0.0%	$10,218	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	+3,502	9,839	$580,796
ZNOG	Zion Oil & Gas Inc	+3,099	29,195	$10,218
MMM	3M Co	+877	4,694	$681,709
QQQ	Invesco Qqq Trust, Series 1	+810	48,701	$28,109,243
AAPL	Apple Inc.	+40	7,447	$1,889,974
SPY	Spdr S&P 500 ETF Trust	+24	3,137	$2,040,116
AMZN	Amazon Com Inc	+5	2,264	$471,523
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−4,389	8,535	$327,914
GIS	General Mills Inc	−935	7,227	$268,988
UNH	Unitedhealth Group Inc	−314	1,591	$430,508
NVDA	Nvidia Corp	−280	11,166	$1,947,350
INTU	Intuit Inc.	−254	549	$237,376
BRK-B	Berkshire Hathaway Inc	−67	2,205	$1,056,636
GOOGL	Alphabet Inc.	−26	2,066	$594,098
UNP	Union Pacific Corp	−25	1,005	$243,833
MSFT	Microsoft Corp	−16	2,569	$950,966
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ECG	Everus Construction Group, Inc.	1,725	$203,653
MCD	Mcdonalds Corp	653	$202,945
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,300	$253,383
TSLA	Tesla, Inc.	501	$225,309
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $46,711,007 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	48,701	+810	$28,109,243	−4.5%	60.18%
SPY	Spdr S&P 500 ETF Trust	Added	3,137	+24	$2,040,116	−3.9%	4.37%
NVDA	Nvidia Corp Technology	Reduced	11,166	-280	$1,947,350	−8.8%	4.17%
AAPL	Apple Inc. Technology	Added	7,447	+40	$1,889,974	−6.1%	4.05%
CLFD	Clearfield, Inc. Technology	Held	47,000	0	$1,244,090	−9.2%	2.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,205	-67	$1,056,636	−7.5%	2.26%
PCAR	Paccar Inc Industrials	Held	8,500	0	$981,750	+5.5%	2.10%
MSFT	Microsoft Corp Technology	Reduced	2,569	-16	$950,966	−23.9%	2.04%
AVGO	Broadcom Inc. Technology	Held	2,366	0	$732,300	−10.6%	1.57%
MMM	3M Co Industrials	Added	4,694	+877	$681,709	+11.6%	1.46%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,066	-26	$594,098	−9.3%	1.27%
EBAY	Ebay Inc Consumer Cyclical	Held	6,451	0	$587,170	+4.5%	1.26%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	9,839	+3,502	$580,796	+20.2%	1.24%
WMT	Walmart Inc. Consumer Defensive	Held	4,279	0	$531,794	+11.6%	1.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,264	+5	$471,523	−9.6%	1.01%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,591	-314	$430,508	−31.5%	0.92%
MRVL	Marvell Technology, Inc. Technology	Held	3,521	0	$348,755	+16.6%	0.75%
JNJ	Johnson & Johnson Healthcare	Held	1,355	0	$331,216	+18.1%	0.71%
IBIT	iShares Bitcoin Trust ETF	Reduced	8,535	-4,389	$327,914	−48.9%	0.70%
GLD	Spdr Gold Trust	Held	654	0	$281,409	+8.6%	0.60%
GIS	General Mills Inc Consumer Defensive	Reduced	7,227	-935	$268,988	−29.1%	0.58%
AMGN	Amgen Inc Healthcare	Held	747	0	$262,831	+7.5%	0.56%
ANET	Arista Networks, Inc. Technology	Held	2,068	0	$253,909	−6.3%	0.54%
TGT	Target Corp Consumer Defensive	Held	2,088	0	$253,065	+24.0%	0.54%
UNP	Union Pacific Corp Industrials	Reduced	1,005	-25	$243,833	+2.3%	0.52%
INTU	Intuit Inc. Technology	Reduced	549	-254	$237,376	−55.4%	0.51%
ECL	Ecolab Inc. Basic Materials	Held	853	0	$226,915	+1.3%	0.49%
XEL	Xcel Energy Inc Utilities	Held	2,747	0	$218,221	+7.6%	0.47%
JPM	Jpmorgan Chase & Co Financial Services	Held	713	0	$209,736	−8.7%	0.45%
ECG	Everus Construction Group, Inc. Industrials	NEW	1,725	NEW	$203,653	NEW	0.44%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	653	NEW	$202,945	NEW	0.43%
ZNOG	Zion Oil & Gas Inc Energy	Added	29,195	+3,099	$10,218	+78.0%	0.02%