Wealth Group Ltd
CIK 2010748 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- IVV29.76%
- QUAL8.00%
- IUSB7.56%
- COWZ6.89%
- VOO6.74%
- VGT5.78%
- DGRO5.30%
- VXF4.63%
- ICOW4.59%
- CALF3.38%
Share classes counted separately82.63%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $90.08M | 29.76% | 181.48K shares | Prior unavailable — | — | ↗▾ |
| 02 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $24.22M | 8.00% | 156.79K shares | Prior unavailable — | — | ↗▾ |
| 03 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $22.87M | 7.56% | 501.32K shares | Prior unavailable — | — | ↗▾ |
| 04 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $20.86M | 6.89% | 402.78K shares | Prior unavailable — | — | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $20.40M | 6.74% | 44.93K shares | Prior unavailable — | — | ↗▾ |
| 06 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $17.49M | 5.78% | 34.66K shares | Prior unavailable — | — | ↗▾ |
| 07 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $16.05M | 5.30% | 292.28K shares | Prior unavailable — | — | ↗▾ |
| 08 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $14.02M | 4.63% | 86.58K shares | Prior unavailable — | — | ↗▾ |
| 09 | ICOWPACER DEVELOPED MARKETS INTEDEVELOPED MRKT View history and evidence | $13.88M | 4.59% | 451.07K shares | Prior unavailable — | — | ↗▾ |
| 10 | CALFPCR US SM CP CSH CWS ETF-USDPACER US SMALL View history and evidence | $10.24M | 3.38% | 218.74K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2010748 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 302707144
}Research all 60 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.