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Adam Colby

Wealth Group Ltd

Assets Managed
$439.056M
Holdings
94
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-1.72%(2Q avg: 0.84%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Group Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 94 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 439.056M in assets, with a quarterly growth rate of -1.72% and a 2-quarter average growth rate of 0.84%. The portfolio is managed by Adam Colby, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.95%
23.27%
$102.136M
156,360 shares@ $653.21 avg price
BBUS
Jpmorgan Betabuilders Us Equ
Recent Activity
Increased 8.46%
15.75%
$69.137M
590,008 shares@ $117.19 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 2.81%
9.16%
$40.207M
209,617 shares@ $191.81 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.7%
6.41%
$28.109M
48,701 shares@ $577.19 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 0.88%
5.3%
$23.236M
33,304 shares@ $697.7 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 6.86%
5.28%
$23.173M
398,296 shares@ $58.19 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.02%
4.92%
$21.565M
36,090 shares@ $597.55 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -0.76%
4.45%
$19.501M
311,724 shares@ $62.57 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Increased 6.49%
4.12%
$18.062M
56,788 shares@ $318.07 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -8.89%
1.67%
$7.29M
103,876 shares@ $70.18 avg price

1-10 of 94