Investor
Wealth Group Ltd
CIK 0002010748 · filed 2026-01-12 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 157.9K | $108.1M | 24.2% | — | Held |
| J P Morgan Exchange Traded F | — | 544K | $67.1M | 15.0% | — | Held |
| Ishares Tr | — | 203.9K | $40.5M | 9.1% | — | Held |
| Invesco Qqq Tr | — | 47.9K | $29.4M | 6.6% | — | Held |
| Vanguard World Fd | — | 33K | $24.9M | 5.6% | — | Held |
| Blackrock Etf Trust | — | 372.7K | $22.7M | 5.1% | — | Held |
| Vanguard Index Fds | — | 35.7K | $22.4M | 5.0% | — | Held |
| Pacer Fds Tr | — | 314.1K | $18.9M | 4.2% | — | Held |
| Ishares Tr | — | 53.3K | $18.3M | 4.1% | — | Held |
| Ishares Tr | — | 114K | $7.91M | 1.8% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 24.4K | $6.17M | 1.4% | — | Held |
| Pacer Fds Tr | — | 136.4K | $5.27M | 1.2% | — | Held |
| Vanguard Index Fds | — | 21.2K | $4.43M | 1.0% | — | Held |
| Invesco Exchange Traded Fd T | — | 77.9K | $3.64M | 0.8% | — | Held |
| Schwab Strategic Tr | — | 131.7K | $3.54M | 0.8% | — | Held |
| Schwab Strategic Tr | — | 102.8K | $3.09M | 0.7% | — | Held |
| Vanguard World Fd | — | 24.1K | $2.92M | 0.7% | — | Held |
| Schwab Strategic Tr | — | 111.1K | $2.91M | 0.7% | — | Held |
| Proshares Tr | — | 27.3K | $2.85M | 0.6% | — | Held |
| Ishares Tr | — | 41K | $2.71M | 0.6% | — | Held |
| Ishares Tr | — | 31.6K | $2.68M | 0.6% | — | Held |
| Vanguard Index Fds | — | 7.77K | $2.61M | 0.6% | — | Held |
| Ishares Tr | — | 16.7K | $2.48M | 0.6% | — | Held |
| Schwab Strategic Tr | — | 75K | $2.14M | 0.5% | — | Held |
| Nvidia Corp | NVDA | 11.4K | $2.13M | 0.5% | — | Held |
| Spdr S&P 500 Etf Tr | — | 3.11K | $2.12M | 0.5% | — | Held |
| Apple Inc. | AAPL | 7.41K | $2.01M | 0.5% | — | Held |
| Spdr Series Trust | — | 19.3K | $1.55M | 0.3% | — | Held |
| Ishares Tr | — | 31.4K | $1.43M | 0.3% | — | Held |
| Vanguard Bd Index Fds | — | 18.7K | $1.38M | 0.3% | — | Held |
| Clearfield, Inc. | CLFD | 47K | $1.37M | 0.3% | — | Held |
| Pacer Fds Tr | — | 30.9K | $1.37M | 0.3% | — | Held |
| Bny Mellon Etf Trust | — | 10.1K | $1.32M | 0.3% | — | Held |
| Microsoft Corp | MSFT | 2.58K | $1.25M | 0.3% | — | Held |
| Berkshire Hathaway Inc Del | — | 2.27K | $1.14M | 0.3% | — | Held |
| Vanguard Star Fds | — | 12.4K | $939.4K | 0.2% | — | Held |
| Paccar Inc | PCAR | 8.5K | $930.8K | 0.2% | — | Held |
| Ishares Tr | — | 19.5K | $909.1K | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 6.31K | $908.3K | 0.2% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 24.4K | $837.2K | 0.2% | — | Held |
| Broadcom Inc. | AVGO | 2.37K | $818.9K | 0.2% | — | Held |
| Vanguard Specialized Funds | — | 3.57K | $785.3K | 0.2% | — | Held |
| Victory Portfolios Ii | — | 19.8K | $778.1K | 0.2% | — | Held |
| Invesco Exchange Traded Fd T | — | 10.3K | $775.5K | 0.2% | — | Held |
| Alphabet Inc | — | 2.09K | $654.8K | 0.1% | — | Held |
| Ishares Bitcoin Trust Etf | IBIT | 12.9K | $641.7K | 0.1% | — | Held |
| Vanguard Growth Etf | — | 1.31K | $639.1K | 0.1% | — | Held |
| Unitedhealth Group Inc | UNH | 1.91K | $628.9K | 0.1% | — | Held |
| Ishares Tr | — | 5.11K | $613.6K | 0.1% | — | Held |
| 3M CO | MMM | 3.82K | $611.1K | 0.1% | — | Held |
| Ebay Inc | EBAY | 6.45K | $561.9K | 0.1% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 12K | $538.4K | 0.1% | — | Held |
| Intuit Inc. | INTU | 803 | $531.9K | 0.1% | — | Held |
| Amazon Com Inc | AMZN | 2.26K | $521.4K | 0.1% | — | Held |
| Fidelity Wise Origin Bitcoin | — | 6.34K | $483.1K | 0.1% | — | Held |
| Walmart Inc. | WMT | 4.28K | $476.7K | 0.1% | — | Held |
| Vanguard Index Fds | — | 2.44K | $466.5K | 0.1% | — | Held |
| Vanguard World Fd | — | 1.06K | $439.4K | 0.1% | — | Held |
| General Mls Inc | GIS | 8.16K | $379.5K | 0.1% | — | Held |
| Vanguard Tax-Managed Fds | — | 5.77K | $360.3K | 0.1% | — | Held |
| Advisors Inner Circle Fd Iii | — | 11.6K | $359.7K | 0.1% | — | Held |
| Pacer Fds Tr | — | 7.42K | $305.6K | 0.1% | — | Held |
| Marvell Technology, Inc. | MRVL | 3.52K | $299.2K | 0.1% | — | Held |
| Blackrock Etf Trust Ii | — | 5.61K | $296K | 0.1% | — | Held |
| Johnson & Johnson | JNJ | 1.35K | $280.5K | 0.1% | — | Held |
| Ishares Tr | — | 2.82K | $271.1K | 0.1% | — | Held |
| Arista Networks, Inc. | ANET | 2.07K | $271K | 0.1% | — | Held |
| Ishares Tr | — | 1.06K | $261.9K | 0.1% | — | Held |
| Spdr Gold Tr | — | 654 | $259.2K | 0.1% | — | Held |
| Oracle Corp | — | 1.3K | $253.4K | 0.1% | — | Held |
| Amgen Inc | AMGN | 747 | $244.5K | 0.1% | — | Held |
| Union Pac Corp | — | 1.03K | $238.3K | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 3.24K | $238.2K | 0.1% | — | Held |
| Ishares Tr | — | 499 | $236.2K | 0.1% | — | Held |
| Vanguard World Fd | — | 927 | $232.8K | 0.1% | — | Held |
| Jpmorgan Chase & Co. | — | 713 | $229.7K | 0.1% | — | Held |
| Tesla, Inc. | TSLA | 501 | $225.3K | 0.1% | — | Held |
| Ecolab Inc. | ECL | 853 | $223.9K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 3.3K | $219.5K | 0.0% | — | Held |
| Ishares Tr | — | 3.57K | $205.5K | 0.0% | — | Held |
| Target Corp | TGT | 2.09K | $204.1K | 0.0% | — | Held |
| Xcel Energy Inc | — | 2.75K | $202.9K | 0.0% | — | Held |
| Sprott Physical Uraniu F | — | 10.4K | $202.8K | 0.0% | — | Held |
| Metaplanet Incorporated Shs | — | 19K | $49.2K | 0.0% | — | Held |
| Metals X Limited Shs New | — | 26.2K | $19.5K | 0.0% | — | Held |
| Zion Oil & Gas Inc | — | 26.1K | $5.64K | 0.0% | — | Held |
| Northern Graphite Corporation | — | 14.5K | $1.9K | 0.0% | — | Held |
| Puration Incorporated | — | 40.2K | $0 | 0.0% | — | Held |
| Healthier Choices Mgmt Corp | — | 170K | $0 | 0.0% | — | Held |
Positions as of Q4 2025. 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.