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Wealth Group Ltd
hedge fundUpdated 12 days agoManaged by Wealth Group Ltd • Latest filing Q3 2026
Portfolio value
$540M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
25.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $432.1M |
| Q4 2025 | $446.8M |
| Q1 2026 | $439.1M |
| Q2 2026 | $522.5M |
| Q3 2026 | $540M |
Top holdings
97 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $118.7M | 153.6K | 21.99% | Trimmed(-1.9%) | |
| 2 | ? N/A JP Morgan | $89.2M | 641.3K | 16.51% | Added(+2.0%) |
| 3 | $47.9M | 213.4K | 8.87% | Trimmed(-1.2%) | |
| 4 | $36.5M | 48.7K | 6.76% | Trimmed(-0.5%) | |
| 5 | $33.9M | 264.5K | 6.28% | Trimmed(-0.6%) | |
| 6 | $30.7M | 439.1K | 5.69% | Added(+3.3%) | |
| 7 | $25M | 35.4K | 4.64% | Trimmed(-2.6%) | |
| 8 | $23.6M | 61.2K | 4.36% | Added(+1.3%) | |
| 9 | $20.7M | 306.2K | 3.83% | Trimmed(-0.9%) | |
| 10 | $11.9M | 38.6K | 2.21% | Added(+11.0%) | |
| 11 | $7.2M | 94.8K | 1.33% | Trimmed(-5.3%) | |
| 12 | $4.5M | 76.0K | 0.84% | Trimmed(-1.1%) | |
| 13 | $4.5M | 106.3K | 0.83% | Trimmed(-9.1%) | |
| 14 | $4M | 132.9K | 0.75% | Trimmed(-0.7%) | |
| 15 | $4M | 16.9K | 0.74% | Trimmed(-2.6%) | |
| 16 | $3.7M | 83.2K | 0.69% | Added(+633.1%) | |
| 17 | $3.5M | 102.2K | 0.65% | Added(+0.0%) | |
| 18 | $3.4M | 24.9K | 0.63% | Trimmed(-1.4%) | |
| 19 | $3.2M | 33.9K | 0.60% | Trimmed(-0.4%) | |
| 20 | $3M | 7.9K | 0.56% | Added(+0.5%) |