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Wealth Group LTD
The Wealth Group is a privately owned, independent financial advisory firm founded in 2002 and headquartered in Eden Prairie, Minnesota. The firm employs a team of Certified Financial Planners (CFPs) and financial advisors who serve individuals and families throughout the United States. The Wealth Group prioritizes long-term relationships, custom investment and financial planning, and ongoing client education and support.
Investment Strategy
The Wealth Group focuses on individualized, comprehensive financial planning and investment strategies tailored to each client's goals and risk tolerance. As an independent and fiduciary firm, they recommend solutions best suited to the client's objectives, emphasizing tax efficiency, income optimization, and long-term wealth accumulation. Their approach prioritizes transparency, education, and continual review of financial strategies to adapt to changes in client circumstances or market conditions.
Latest 13F Filing Activity
Wealth Group LTD filed their most recent 13F report on Sep 30, 2025 disclosing 80 equity positions with a total 13F market value of $432M. The fund increased holdings in JP Morgan, Invesco, Ishares among other positions. Wealth Group LTD reduced exposure to Pacer, Ishares, Vanguard among others.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES | 26.63% | $115.1M | 171,964 | $484.22 | $669.30 | -$1.9M |
B BBUS | JP Morgan | 10.55% | $45.6M | 377,826 | $114.12 | $120.66 | +$20.9M |
Q QUAL | ISHARES | 8.86% | $38.3M | 196,940 | $153.73 | $194.50 | +$4.0M |
V VGT | Vanguard | 6.15% | $26.6M | 35,567 | $493.16 | $746.63 | +$1.3M |
V VOO | Vanguard | 5.74% | $24.8M | 40,524 | $442.16 | $612.38 | +$258.0K |
Industry Allocation
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