You're signed outSign in or to get full access.
Weaver Consulting Group
Weaver Consulting Group is an SEC-registered investment adviser based in Huntington Beach, California. The firm was founded by industry professionals and provides wealth and investment management services to individuals, families, and institutions. With a small team of professionals, Weaver emphasizes personalized advisory and comprehensive financial planning services. As of 2025, the firm employs approximately 7 people.
Investment Strategy
Weaver Consulting Group provides investment advisory services focused on the financial goals of individuals, families, and small institutions. The firm offers personalized portfolio management, emphasizing client education and transparency. Weaver typically invests in a diversified portfolio of equities, ETFs, and mutual funds, tailored to meet clients' risk tolerances and long-term objectives, with an ongoing focus on retirement and wealth management strategies.
Latest 13F Filing Activity
Weaver Consulting Group filed their most recent 13F report on Jun 30, 2025 disclosing 233 equity positions with a total 13F market value of $362M. The fund increased holdings in Invesco Exchange Traded FD T, Microsoft Corp., Tidal Trust I among other positions. Weaver Consulting Group reduced exposure to Ishares TR, Apple Inc., Neos Etf Trust among others.
Top Holdings
Equity Positions (233)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TFLO | ISHARES TR | 6.28% | $22.7M | 447,999 | $50.56 | $50.65 | -$1.2M |
Q QUAL | ISHARES TR | 5.16% | $18.7M | 102,097 | $101.36 | $182.82 | -$395.4K |
J JAAA | JANUS DETROIT STR TR | 3.38% | $12.2M | 241,026 | $50.63 | $50.75 | +$504.9K |
B BOXX | EA SERIES TRUST | 2.54% | $9.2M | 81,610 | $109.24 | $112.68 | +$336.3K |
V VTI | VANGUARD INDEX FDS | 2.43% | $8.8M | 28,871 | $177.09 | $303.93 | +$736.4K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more