Wealth Group Ltd

CIK

2010748

Location

EDEN PRAIRIE, MN

Portfolio Value

Micro $1,266,372

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 3 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

2 positions · $1,266,372 total · Financial Services only · 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	History
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,205	-67	$1,056,636	−7.5%	83.44%
JPM	Jpmorgan Chase & Co Financial Services	Held	713	0	$209,736	−8.7%	16.56%