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Wellington Grp LLC

Q2 2026 13F filing

Updated 16 days ago

144 disclosed positions worth $377.9M

Portfolio value
$377.9M
Total holdings
144
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-26

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

INVESCO EXCH TRADED FD TR II

Value
$30.2M
Shares
508.1K
% Port
8.00%
E

ISHARES TR

Value
$25.5M
Shares
485.9K
% Port
6.74%
V

VANGUARD INDEX FDS

Value
$24.6M
Shares
305.3K
% Port
6.51%
?
4.N/A

DBX ETF TR

Value
$18.2M
Shares
333.1K
% Port
4.81%
V
5.VVR

INVESCO EXCH TRADED FD TR II

Value
$17.5M
Shares
861.4K
% Port
4.64%
L
6.LLY

ELI LILLY & CO

Value
$15.6M
Shares
13.0K
% Port
4.12%
E

ISHARES TR

Value
$14.3M
Shares
283.4K
% Port
3.79%
?
8.N/A

ISHARES TR

Value
$14.1M
Shares
278.6K
% Port
3.73%
J

J P MORGAN EXCHANGE TRADED F

Value
$13.6M
Shares
269.4K
% Port
3.60%
E
10.ETHA

ISHARES TR

Value
$11.9M
Shares
40.8K
% Port
3.14%
T
11.THQ

VANGUARD INDEX FDS

Value
$10M
Shares
27.3K
% Port
2.64%
S

SPDR SERIES TRUST

Value
$9.1M
Shares
303.5K
% Port
2.41%
M
13.MU

MICRON TECHNOLOGY INC

Value
$6.6M
Shares
5.7K
% Port
1.75%
A
14.AAPL

APPLE INC

Value
$6.6M
Shares
22.8K
% Port
1.75%
N
15.NVDA

NVIDIA CORPORATION

Value
$5.9M
Shares
29.6K
% Port
1.56%
G

ALPHABET INC

Value
$5.6M
Shares
15.9K
% Port
1.49%
M
17.MSFT

MICROSOFT CORP

Value
$5.6M
Shares
15.0K
% Port
1.48%
T
18.TSLA

TESLA INC

Value
$5.1M
Shares
12.2K
% Port
1.36%
A
19.AMKR

AMKOR TECHNOLOGY INC

Value
$4.6M
Shares
53.1K
% Port
1.21%
A
20.AMZN

AMAZON COM INC

Value
$4.3M
Shares
18.0K
% Port
1.13%
A
21.AVGO

BROADCOM INC

Value
$4.1M
Shares
10.9K
% Port
1.09%
?
22.N/A

NEOS ETF TRUST

Value
$3.4M
Shares
63.5K
% Port
0.89%
M
23.MRK

MERCK & CO INC

Value
$3.4M
Shares
26.3K
% Port
0.89%
L
24.LRCX

LAM RESEARCH CORP

Value
$3.3M
Shares
7.6K
% Port
0.88%
M
25.META

META PLATFORMS INC

Value
$3.3M
Shares
5.8K
% Port
0.87%
O

ORACLE CORP

Value
$3.2M
Shares
22.0K
% Port
0.85%
C
27.CMI

CUMMINS INC

Value
$3.2M
Shares
4.5K
% Port
0.85%
R
28.ROST

ROSS STORES INC

Value
$2.7M
Shares
12.5K
% Port
0.70%
A
29.AMD

ADVANCED MICRO DEVICES INC

Value
$2.4M
Shares
4.2K
% Port
0.64%
V
30.V

VISA INC

Value
$2.2M
Shares
6.4K
% Port
0.58%
F
31.FCFS

FIRSTCASH HOLDINGS INC

Value
$2.2M
Shares
10.0K
% Port
0.57%
G

GOLDMAN SACHS GROUP INC

Value
$2M
Shares
1.9K
% Port
0.52%
C
33.CAT

CATERPILLAR INC

Value
$1.9M
Shares
1.8K
% Port
0.51%
C
34.C-PR

CITIGROUP INC

Value
$1.9M
Shares
13.6K
% Port
0.50%
L
35.LRN

STRIDE INC

Value
$1.9M
Shares
22.0K
% Port
0.50%
G

ALPHABET INC

Value
$1.9M
Shares
5.3K
% Port
0.50%
?
37.N/A

NEOS ETF TRUST

Value
$1.8M
Shares
36.0K
% Port
0.47%
V
38.VGES

VANGUARD INDEX FDS

Value
$1.8M
Shares
4.8K
% Port
0.47%
A
39.APG

API GROUP CORP

Value
$1.7M
Shares
40.6K
% Port
0.46%
A
40.AZO

AUTOZONE INC

Value
$1.7M
Shares
537
% Port
0.45%
A
41.ADBE

ADOBE INC

Value
$1.6M
Shares
8.0K
% Port
0.44%
J

JPMORGAN CHASE & CO

Value
$1.6M
Shares
4.8K
% Port
0.42%
C
43.CASY

CASEYS GEN STORES INC

Value
$1.6M
Shares
2.0K
% Port
0.42%
S

SCHWAB STRATEGIC TR

Value
$1.6M
Shares
49.2K
% Port
0.41%
T
45.TJX

TJX COS INC NEW

Value
$1.5M
Shares
10.2K
% Port
0.41%
E
46.ETHA

ISHARES TR

Value
$1.5M
Shares
12.2K
% Port
0.40%
V
47.VGES

VANGUARD ADMIRAL FDS INC

Value
$1.5M
Shares
12.8K
% Port
0.40%
W
48.WMT

WALMART INC

Value
$1.4M
Shares
12.5K
% Port
0.37%
?
49.N/A

NEOS ETF TRUST

Value
$1.4M
Shares
25.8K
% Port
0.36%
P
50.PWR

QUANTA SVCS INC

Value
$1.3M
Shares
1.8K
% Port
0.35%