W1M Wealth Management Ltd

CIK

2163893

Location

London, X0

Portfolio Value

Large $11,500,898,737

Diversification

Diversified

Reports for

W1M Asset Management Ltd W1M Europe, A.V., S.A

Filing Date

Sep 30, 2026

Top Industry

Semiconductors 13.9%

Period ended 45 days ago

Filed Nov 13, 2026 · 1d

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Not measured yet. Quarters are measured from the first covered 13F quarter, once each filing window closes.

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

197 common stock positions · as of Sep 30, 2026

Top Position

5.8%

of common stock value

Top 5

27.5%

of common stock value

Top 10

48.9%

of common stock value

HHI

375

Diversified

Sector Breakdown

Common stock positions · as of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.0%	$2,874,562,563	24
Financial Services	24.9%	$2,866,561,235	23
Industrials	15.3%	$1,761,050,780	18
Communication Services	9.6%	$1,107,851,083	9
Consumer Cyclical	9.1%	$1,050,741,017	15
Healthcare	7.5%	$863,194,558	12
Unclassified	3.3%	$376,851,135	71
Basic Materials	3.1%	$360,483,011	5
Energy	1.5%	$173,522,596	11
Utilities	0.5%	$52,172,003	2
Consumer Defensive	0.1%	$13,646,689	6
Real Estate	0.0%	$262,067	1

Portfolio Positions

Compact Export CSV View 13F filing

197 tracked positions · $11,500,898,737 total · filing declares 197 positions · $11,521,662,710 · as of Sep 30, 2026

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

Showing 1–50 of 197 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMD	Advanced Micro Devices Inc Technology	First	1,097,713	—	$671,536,904	—	5.84%
MSFT	Microsoft Corp Technology	First	1,285,484	—	$659,324,743	—	5.73%
AMZN	Amazon Com Inc Consumer Cyclical	First	2,454,527	—	$611,545,402	—	5.32%
TMO	Thermo Fisher Scientific Inc. Healthcare	First	810,427	—	$547,078,746	—	4.76%
GOOGL	Alphabet Inc. Communication Services	First	1,582,978	—	$544,671,070	—	4.74%
V	Visa Inc. Financial Services	First	1,506,061	—	$541,172,899	—	4.71%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	First	1,119,665	—	$510,779,976	—	4.44%
IBKR	Interactive Brokers Group, Inc. Financial Services	First	5,737,893	—	$490,130,820	—	4.26%
CME	Cme Group Inc. Financial Services	First	1,772,937	—	$464,474,035	—	4.04%
GE	General Electric Co Industrials	First	1,480,682	—	$462,402,181	—	4.02%
FERG	Ferguson Enterprises Inc. Industrials	First	2,073,770	—	$461,662,677	—	4.01%
GEV	GE Vernova Inc. Industrials	First	454,925	—	$432,401,663	—	3.76%
NFLX	Netflix Inc Communication Services	First	6,147,331	—	$427,731,290	—	3.72%
ICE	Intercontinental Exchange, Inc. Financial Services	First	2,695,477	—	$409,793,368	—	3.56%
SNPS	Synopsys Inc Technology	First	897,474	—	$390,347,341	—	3.39%
COF	Capital One Financial Corp Financial Services	First	1,934,344	—	$373,463,796	—	3.25%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	First	2,034,602	—	$347,367,599	—	3.02%
YUMC	Yum China Holdings, Inc. Consumer Cyclical	First	8,137,209	—	$334,439,289	—	2.91%
TXN	Texas Instruments Inc Technology	First	1,092,699	—	$306,054,062	—	2.66%
UNH	Unitedhealth Group Inc Healthcare	First	827,778	—	$303,860,748	—	2.64%
URI	United Rentals, Inc. Industrials	First	301,917	—	$302,152,495	—	2.63%
GRAB	Grab Holdings Ltd Technology	First	76,004,094	—	$236,372,732	—	2.06%
SHG	Shinhan Financial Group Co Ltd Financial Services	First	2,057,501	—	$159,806,102	—	1.39%
VMC	Vulcan Materials CO Basic Materials	First	637,534	—	$155,959,942	—	1.36%
GLD	Spdr Gold Trust	First	364,087	—	$138,658,893	—	1.21%
GOOG	Alphabet Inc. Communication Services	First	365,834	—	$124,654,277	—	1.08%
EXP	Eagle Materials Inc Basic Materials	First	700,422	—	$119,786,170	—	1.04%
SLB	Slb Limited Energy	First	1,467,993	—	$71,520,618	—	0.62%
MELI	Mercadolibre Inc Consumer Cyclical	First	39,325	—	$67,974,442	—	0.59%
LNG	Cheniere Energy, Inc. Energy	First	218,538	—	$58,793,278	—	0.51%
CP	Canadian Pacific Kansas City Ltd Industrials	First	689,533	—	$58,679,258	—	0.51%
NEM	NEWMONT Corp Basic Materials	First	501,252	—	$57,814,405	—	0.50%
GDX	VanEck Gold Miners ETF	First	627,375	—	$55,083,525	—	0.48%
WEC	Wec Energy Group, Inc. Utilities	First	515,645	—	$51,966,703	—	0.45%
QCOM	Qualcomm Inc Technology	First	264,359	—	$48,652,630	—	0.42%
LMBS	First Trust Low Duration Opportunities ETF	First	574,320	—	$27,831,547	—	0.24%
AAPL	Apple Inc. Technology	First	79,847	—	$26,590,647	—	0.23%
PWR	Quanta Services, Inc. Industrials	First	39,309	—	$25,256,425	—	0.22%
WPM	Wheaton Precious Metals Corp. Basic Materials	First	186,680	—	$24,962,849	—	0.22%
SGOL	abrdn Gold ETF Trust	First	630,900	—	$24,958,404	—	0.22%
BRK-B	Berkshire Hathaway Inc Financial Services	First	49,200	—	$24,499,140	—	0.21%
DGRO	iShares Core Dividend Growth ETF	First	261,127	—	$19,686,364	—	0.17%
CCJ	Cameco Corp Energy	First	224,498	—	$19,457,241	—	0.17%
AXP	American Express Co Financial Services	First	59,217	—	$18,007,889	—	0.16%
AIG	American International Group, Inc. Financial Services	First	205,110	—	$15,264,286	—	0.13%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	First	86,483	—	$13,651,341	—	0.12%
HTHT	H World Group Ltd Consumer Cyclical	First	314,396	—	$13,456,148	—	0.12%
KO	Coca Cola Co Consumer Defensive	First	116,381	—	$10,018,076	—	0.09%
PCAR	Paccar Inc Industrials	First	88,397	—	$9,706,874	—	0.08%
NVDA	Nvidia Corp Technology	First	38,896	—	$8,883,068	—	0.08%

Showing the top 50 of 197 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.