Wealth Group Ltd

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Eden Prairie, MN
CIK
0002010748
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 65 343,542 IVV, QUAL, COWZ, VOO 13F-HR 10/8/2024 000201074824000004
Q2 2024 61 331,050 IVV, QUAL, COWZ, VOO 13F-HR 7/9/2024 000201074824000002
Q1 2024 61 324,837 IVV, QUAL, IUSB, COWZ 13F-HR 5/13/2024 000201074824000001
Q4 2023 60 302,707 IVV, QUAL, IUSB, COWZ 13F-HR 2/7/2024 000201065624000002