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Adam Colby

Wealth Group Ltd

Assets Managed
$522.537M
Holdings
95
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
19.02%(2Q avg: 8.65%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Group Ltd's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Wealth Group Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 522.537M in assets, with a quarterly growth rate of 19.02% and a 2-quarter average growth rate of 8.65%. The portfolio is managed by Adam Colby, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.11%
22.44%
$117.215M
156,518 shares@ $748.9 avg price
BBUS
Jpmorgan Betabuilders Us Equ
Recent Activity
Increased 6.53%
16.21%
$84.674M
628,517 shares@ $134.72 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 3.01%
9.07%
$47.377M
215,910 shares@ $219.43 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.58%
6.91%
$36.07M
48,982 shares@ $736.41 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 698.84%
6.09%
$31.798M
266,045 shares@ $119.52 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 6.72%
5.54%
$28.907M
425,044 shares@ $68.02 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.69%
4.78%
$24.956M
36,336 shares@ $686.81 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Increased 6.42%
4.24%
$22.109M
60,430 shares@ $365.87 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -0.91%
3.68%
$19.213M
308,884 shares@ $62.2 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 19.31%
2.02%
$10.544M
34,801 shares@ $302.97 avg price

1-10 of 95