Investor
Wealth Group Ltd
CIK 0002010748 · filed 2026-04-10 · SEC filing
13F book
$439.1M
Positions
94
9 new · 4 sold
Largest name
23.3%
Ishares Tr
Est. mark
−$17.7M
Price effect on 85 names still held. Flow $10M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 156.4K | $102.1M | 23.3% | −$4.96M | Cut−$6M |
| J P Morgan Exchange Traded F | — | 590K | $69.1M | 15.7% | −$3.33M | Added$2.05M |
| Ishares Tr | — | 209.6K | $40.2M | 9.2% | −$1.39M | Added−$290.4K |
| Invesco Qqq Tr | — | 48.7K | $28.1M | 6.4% | −$1.78M | Added−$1.31M |
| Vanguard World Fd | — | 33.3K | $23.2M | 5.3% | −$1.85M | Added−$1.65M |
| Blackrock Etf Trust | — | 398.3K | $23.2M | 5.3% | −$980.3K | Added$507K |
| Vanguard Index Fds | — | 36.1K | $21.6M | 4.9% | −$1.06M | Added−$840.4K |
| Pacer Fds Tr | — | 311.7K | $19.5M | 4.4% | $745.1K | Cut$600.6K |
| Ishares Tr | — | 56.8K | $18.1M | 4.1% | −$1.33M | Added−$227.8K |
| Ishares Tr | — | 103.9K | $7.29M | 1.7% | $78.9K | Cut−$624.9K |
| Invesco Exch Traded Fd Tr Ii | — | 29.2K | $6.93M | 1.6% | −$373.3K | Added$759.5K |
| Pacer Fds Tr | — | 124.9K | $5.3M | 1.2% | $469.5K | Cut$23.9K |
| Vanguard Index Fds | — | 18.8K | $3.88M | 0.9% | −$62.7K | Cut−$554.7K |
| Invesco Exchange Traded Fd T | — | 77.4K | $3.62M | 0.8% | $5.05K | Cut−$19K |
| Schwab Strategic Tr | — | 135.1K | $3.46M | 0.8% | −$167.2K | Added−$79.8K |
| Schwab Strategic Tr | — | 102.4K | $3.16M | 0.7% | $84K | Cut$69.9K |
| Ishares Tr | — | 34K | $2.95M | 0.7% | $63.2K | Added$271.3K |
| Vanguard World Fd | — | 25.1K | $2.82M | 0.6% | −$209.9K | Added−$100.6K |
| Proshares Tr | — | 26.6K | $2.81M | 0.6% | $50.4K | Cut−$32.7K |
| Schwab Strategic Tr | — | 105.5K | $2.65M | 0.6% | −$119.2K | Cut−$265.9K |
| Ishares Tr | — | 39.1K | $2.64M | 0.6% | $59.8K | Cut−$68.9K |
| Vanguard Index Fds | — | 7.93K | $2.54M | 0.6% | −$112.4K | Added−$62K |
| Ishares Tr | — | 17.5K | $2.49M | 0.6% | −$104.6K | Added$3.83K |
| Schwab Strategic Tr | — | 74.6K | $2.17M | 0.5% | $42.7K | Cut$31K |
| Spdr S&P 500 Etf Tr | — | 3.14K | $2.04M | 0.5% | −$98.3K | Added−$82.7K |
| Nvidia Corp | NVDA | 11.2K | $1.95M | 0.4% | −$135.1K | Cut−$187.3K |
| Apple Inc. | AAPL | 7.45K | $1.89M | 0.4% | −$133.8K | Added−$123.7K |
| Bny Mellon Etf Trust | — | 13.2K | $1.65M | 0.4% | −$60.3K | Added$335.1K |
| Spdr Series Trust | — | 20.4K | $1.56M | 0.4% | −$71K | Added$14.7K |
| Ishares Tr | — | 31.6K | $1.46M | 0.3% | $24.5K | Added$30.8K |
| Vanguard Bd Index Fds | — | 18.3K | $1.35M | 0.3% | −$7.88K | Cut−$31.5K |
| Clearfield, Inc. | CLFD | 47K | $1.24M | 0.3% | −$126K | Held |
| Berkshire Hathaway Inc Del | — | 2.21K | $1.06M | 0.2% | −$51.7K | Cut−$85.4K |
| Pacer Fds Tr | — | 23.2K | $1.04M | 0.2% | $11.6K | Cut−$328.9K |
| Paccar Inc | PCAR | 8.5K | $981.7K | 0.2% | $50.9K | Held |
| Invesco Exchange Traded Fd T | — | 12.8K | $963.2K | 0.2% | $1.45K | Added$187.7K |
| Microsoft Corp | MSFT | 2.57K | $950.8K | 0.2% | −$291.4K | Cut−$299.1K |
| Vanguard Star Fds | — | 12.3K | $947.6K | 0.2% | $19K | Cut$8.22K |
| First Tr Exchng Traded Fd Vi | — | 27.5K | $927.6K | 0.2% | −$12K | Added$90.3K |
| Select Sector Spdr Tr | — | 6.61K | $878.6K | 0.2% | −$69.8K | Added−$29.7K |
| Ishares Tr | — | 18.8K | $866.3K | 0.2% | −$6.58K | Cut−$42.8K |
| Victory Portfolios Ii | — | 20.8K | $822.3K | 0.2% | $1.97K | Added$44.1K |
| Vanguard Specialized Funds | — | 3.57K | $768.4K | 0.2% | −$16.9K | Held |
| Broadcom Inc. | AVGO | 2.37K | $732.3K | 0.2% | −$86.6K | Held |
| Capital Grp Fixed Incm Etf T | — | 25.9K | $703.5K | 0.2% | — | New |
| 3M CO | MMM | 4.69K | $681.7K | 0.2% | −$56.8K | Added$70.6K |
| Ishares Tr | — | 5.11K | $635.6K | 0.1% | $21.1K | Added$22K |
| Alphabet Inc | — | 2.07K | $594.1K | 0.1% | −$52.6K | Cut−$60.7K |
| Ebay Inc | EBAY | 6.45K | $587.2K | 0.1% | $25.3K | Held |
| Fidelity Wise Origin Bitcoin | — | 9.84K | $580.8K | 0.1% | −$109K | Added$97.7K |
| Vanguard Growth Etf | — | 1.27K | $554.7K | 0.1% | −$64.9K | Cut−$84.4K |
| Walmart Inc. | WMT | 4.28K | $531.8K | 0.1% | $55.1K | Held |
| Nushares Etf Tr | — | 11.5K | $531.5K | 0.1% | — | New |
| First Tr Exchng Traded Fd Vi | — | 11.8K | $516.7K | 0.1% | −$11.1K | Cut−$21.7K |
| Vanguard Index Fds | — | 2.44K | $478.3K | 0.1% | $12.6K | Cut$11.8K |
| Amazon Com Inc | AMZN | 2.26K | $471.5K | 0.1% | −$50.9K | Added−$49.9K |
| Unitedhealth Group Inc | UNH | 1.59K | $430.5K | 0.1% | −$94.7K | Cut−$198.4K |
| Vanguard Tax-Managed Fds | — | 5.92K | $379.1K | 0.1% | $9.29K | Added$18.8K |
| Vanguard World Fd | — | 1K | $369.4K | 0.1% | −$45.3K | Cut−$70.1K |
| Vanguard World Fd | — | 4.9K | $351.5K | 0.1% | — | New |
| Marvell Technology, Inc. | MRVL | 3.52K | $348.8K | 0.1% | $49.5K | Held |
| Pacer Fds Tr | — | 7.43K | $343.6K | 0.1% | $37.2K | Added$38K |
| Johnson & Johnson | JNJ | 1.35K | $331.3K | 0.1% | $50.8K | Held |
| Ishares Bitcoin Trust Etf | IBIT | 8.54K | $327.9K | 0.1% | −$95.8K | Cut−$313.8K |
| Spdr Gold Tr | — | 654 | $281.4K | 0.1% | $22.2K | Held |
| Ishares Tr | — | 5.57K | $274.2K | 0.1% | — | New |
| Ishares Tr | — | 2.82K | $273.8K | 0.1% | $2.7K | Held |
| General Mls Inc | GIS | 7.23K | $269K | 0.1% | −$67.1K | Cut−$110.5K |
| Ishares Tr | — | 1.06K | $263.9K | 0.1% | $1.96K | Held |
| Amgen Inc | AMGN | 747 | $262.8K | 0.1% | $18.3K | Held |
| Arista Networks, Inc. | ANET | 2.07K | $253.9K | 0.1% | −$17.1K | Held |
| Target Corp | TGT | 2.09K | $253.1K | 0.1% | $49K | Held |
| Blackrock Etf Trust Ii | — | 4.71K | $244.8K | 0.1% | −$3.96K | Cut−$51.1K |
| Union Pac Corp | — | 1K | $243.8K | 0.1% | $11.4K | Cut$5.57K |
| Vanguard Intl Equity Index F | — | 3.24K | $243.2K | 0.1% | $4.99K | Held |
| Intuit Inc. | INTU | 549 | $237.4K | 0.1% | −$126.3K | Cut−$294.5K |
| Pgim Rock Etf Tr | — | 7.98K | $231.4K | 0.1% | — | New |
| Invesco Exchange Traded Fd T | — | 3.3K | $230K | 0.1% | $10.5K | Held |
| Ecolab Inc. | ECL | 853 | $226.9K | 0.1% | $2.99K | Held |
| Vanguard World Fd | — | 929 | $219.5K | 0.1% | −$13.8K | Added−$13.3K |
| Xcel Energy Inc | — | 2.75K | $218.2K | 0.1% | $15.3K | Held |
| Sprott Physical Uraniu F | — | 10.7K | $216.1K | 0.0% | $6.76K | Added$13.3K |
| Ishares Tr | — | 499 | $212.8K | 0.0% | −$23.4K | Held |
| Jpmorgan Chase & Co. | — | 713 | $209.7K | 0.0% | −$20K | Held |
| Everus Constr Group | — | 1.73K | $203.7K | 0.0% | — | New |
| Mcdonalds Corp | MCD | 653 | $202.9K | 0.0% | — | New |
| New Hope Corporation Limited Shs | — | 15K | $60.8K | 0.0% | — | New |
| Metaplanet Incorporated Shs | — | 13.1K | $24.2K | 0.0% | −$9.63K | Cut−$25K |
| Metals X Limited Shs New | — | 26.2K | $22.9K | 0.0% | $3.47K | Held |
| Zion Oil & Gas Inc | — | 29.2K | $10.1K | 0.0% | $3.42K | Added$4.49K |
| Northern Graphite Corporation | — | 14.5K | $1.88K | 0.0% | −$26 | Held |
| Puration Incorporated | — | 40.2K | $0 | 0.0% | $0 | Held |
| advisorshares | — | 11.6K | $0 | 0.0% | — | New |
| Healthier Choices Mgmt Corp | — | 170K | $0 | 0.0% | $0 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.