# EDGAR Filing Document

**Accession Number:** 0002010748
**File Stem:** 0002010748-25-000003
**Filing Date:** 2025-7
**Character Count:** 11147
**Document Hash:** b78cfc72e905a7ba663b70ac14877165
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002010748-25-000003.hdr.sgml**: 20250716

**ACCESSION NUMBER**: 0002010748-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250716

**DATE AS OF CHANGE**: 20250716

**EFFECTIVENESS DATE**: 20250716

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Wealth Group Ltd
- **CENTRAL INDEX KEY:** 0002010748

**ORGANIZATION NAME:**
- **EIN:** 020617292
- **STATE OF INCORPORATION:** MN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23635
- **FILM NUMBER:** 251126291

**BUSINESS ADDRESS:**
- **STREET 1:** 14850 SCENIC HEIGHTS RD #100
- **CITY:** EDEN PRAIRIE
- **STATE:** MN
- **ZIP:** 55344
- **BUSINESS PHONE:** 9529379431

**MAIL ADDRESS:**
- **STREET 1:** 14850 SCENIC HEIGHTS RD #100
- **CITY:** EDEN PRAIRIE
- **STATE:** MN
- **ZIP:** 55344

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Wealth Group Ltd<br>**Address:** 14850 SCENIC HEIGHTS RD #100<br>EDEN PRAIRIE, MN 55344

**Form 13F File Number:** 028-23635

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Adam Colby<br>**Title:** Chief Financial Officer<br>**Phone:** (952) 937-9423

**Signature, Place, and Date of Signing:**

ADAM COLBY  EDEN PRAIRIE, MN  07-16-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 78

**Form 13F Information Table Value Total:** $392747558

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES | CORE S ETF | 464287200 |  | 116984957 | 188412 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | MSCI USA QLT FCT | 46432F339 |  | 34307507 | 187657 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | INF TECH ETF | 92204A702 |  | 25225612 | 38032 | SH |  | SOLE |  | 0 | 0 | 0 |
| JP Morgan | Betabuilders US Equity | 46641Q399 |  | 24729164 | 220954 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | S 500 ETF SHS | 922908363 |  | 24558389 | 43234 | SH |  | SOLE |  | 0 | 0 | 0 |
| Pacer | US CASH COWS 100 | 69374H881 |  | 23319800 | 423227 | SH |  | SOLE |  | 0 | 0 | 0 |
| pacer | PACER DEVELOPED MARKETS INTL CASH COWS 100 ETF | 69374H873 |  | 15643729 | 459704 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | CORE DIV GRWTH | 46434V621 |  | 15354623 | 240141 | SH |  | SOLE |  | 0 | 0 | 0 |
| Invesco | UNIT SER 1 | 46090e103 |  | 13586585 | 24629 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | EXTEND MKT ETF | 922908652 |  | 10646602 | 55247 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | US Equity Factor Rotation | 09290C103 |  | 8226389 | 151054 | SH |  | SOLE |  | 0 | 0 | 0 |
| Pacer | PACER US SMALL | 69374H857 |  | 7208021 | 181038 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | TR S 100 ETF | 464287101 |  | 6456514 | 21214 | SH |  | SOLE |  | 0 | 0 | 0 |
| Invesco | S PUR GWT | 46137V266 |  | 3726766 | 81424 | SH |  | SOLE |  | 0 | 0 | 0 |
| Schwab | US BRD MKT ETF | 808524102 |  | 3283571 | 137791 | SH |  | SOLE |  | 0 | 0 | 0 |
| Schwab | US LRG CAP ETF | 808524201 |  | 3211166 | 131390 | SH |  | SOLE |  | 0 | 0 | 0 |
| Schwab | US MID-CAP ETF | 808524508 |  | 3005700 | 107176 | SH |  | SOLE |  | 0 | 0 | 0 |
| Proshares | S 500 DV ARIST | 74348A467 |  | 2908086 | 28881 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | ESG US STK ETF | 921910733 |  | 2854045 | 26031 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | CORE S MCP ETF | 464287507 |  | 2724649 | 43932 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | CORE MSCI TOTAL | 46432F834 |  | 2693550 | 34841 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | CORE S TTL STK | 464287150 |  | 2379022 | 17617 | SH |  | SOLE |  | 0 | 0 | 0 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | com | 084670702 |  | 2120872 | 4366 | SH |  | SOLE |  | 0 | 0 | 0 |
| CLEARFIELD INCORPORATED | com | 18482P103 |  | 2040270 | 47000 | SH |  | SOLE |  | 0 | 0 | 0 |
| Schwab | US SML CAP ETF | 808524607 |  | 1999069 | 79017 | SH |  | SOLE |  | 0 | 0 | 0 |
| state street | SPDR S 500 ETF | 78462F103 |  | 1954877 | 3164 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | ISHARES TR CORE TOTAL USD | 46434V613 |  | 1847681 | 39967 | SH |  | SOLE |  | 0 | 0 | 0 |
| APPLE INCORPORATED | com | 037833100 |  | 1735340 | 8458 | SH |  | SOLE |  | 0 | 0 | 0 |
| state street | SPDR PORTFOLIO S 500 ETF | 78464A854 |  | 1731548 | 23821 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | INVESCO NASDAQ 100 ETF | 46138G649 |  | 1664626 | 7330 | SH |  | SOLE |  | 0 | 0 | 0 |
| BNY MELLON US LARGE CAP CORE EQUITY ETF | com | 09661T107 |  | 1602832 | 13534 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | TOTAL STK MKT | 922908769 |  | 1565543 | 5151 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | TOTAL BND MRKT | 921937835 |  | 1411708 | 19173 | SH |  | SOLE |  | 0 | 0 | 0 |
| MICROSOFT CORPORATION | com | 594918104 |  | 1136833 | 2286 | SH |  | SOLE |  | 0 | 0 | 0 |
| NVIDIA CORPORATION | com | 67066G104 |  | 1104997 | 6994 | SH |  | SOLE |  | 0 | 0 | 0 |
| Bitwise | BITWISE BITCOIN ETF TRUST | 09174C104 |  | 1099031 | 18758 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | MSCI INTL QUALTY | 46434V456 |  | 889428 | 20579 | SH |  | SOLE |  | 0 | 0 | 0 |
| state street | SPDR TECHNOLOGY SELECT SECTOR FUND | 81369Y803 |  | 887881 | 3506 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | INVESCO S 500 QUALITY ETF | 46137V241 |  | 850132 | 11930 | SH |  | SOLE |  | 0 | 0 | 0 |
| PACCAR INCORPORATED | com | 693718108 |  | 807966 | 8500 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | VG TL INTL STK F | 921909768 |  | 765666 | 11084 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | DIV APP ETF | 921908844 |  | 741110 | 3621 | SH |  | SOLE |  | 0 | 0 | 0 |
| Victory | VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW | 92647X830 |  | 717417 | 20295 | SH |  | SOLE |  | 0 | 0 | 0 |
| Intuit | com | 461202103 |  | 632467 | 803 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | CORE S SCP ETF | 464287804 |  | 584548 | 5349 | SH |  | SOLE |  | 0 | 0 | 0 |
| UNITEDHEALTH GROUP INCORPORATED | com | 91324P102 |  | 562482 | 1803 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | GROWTH ETF | 922908736 |  | 552583 | 1260 | SH |  | SOLE |  | 0 | 0 | 0 |
| First Trust | FT CBOE VEST US | 33740F680 |  | 529574 | 12490 | SH |  | SOLE |  | 0 | 0 | 0 |
| fidelity | FIDELITY WISE ORIGIN BITCOIN FUND etf | 315948109 |  | 520517 | 5538 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ebay Inc | com | 278642103 |  | 519880 | 6982 | SH |  | SOLE |  | 0 | 0 | 0 |
| BROADCOM INCORPORATED | com | 11135F101 |  | 485144 | 1760 | SH |  | SOLE |  | 0 | 0 | 0 |
| WALMART INCORPORATED | com | 931142103 |  | 449299 | 4595 | SH |  | SOLE |  | 0 | 0 | 0 |
| GENERAL MLS INCORPORATED | com | 370334104 |  | 427959 | 8260 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | VALUE ETF | 922908744 |  | 397155 | 2247 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | MEGA GRWTH IND | 921910816 |  | 378496 | 1034 | SH |  | SOLE |  | 0 | 0 | 0 |
| 3M COMPANY | com | 88579Y101 |  | 327773 | 2153 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMAZON COM INCORPORATED | com | 023135106 |  | 319651 | 1457 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | VAN FTSE DEV MKT | 921943858 |  | 318230 | 5582 | SH |  | SOLE |  | 0 | 0 | 0 |
| Pacer | GLOBL CASH ETF | 69374H709 |  | 318224 | 8381 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | VANGUARD MEGA CAP ETF | 921910873 |  | 286323 | 1273 | SH |  | SOLE |  | 0 | 0 | 0 |
| ORACLE CORPORATION | com | 68389X105 |  | 284219 | 1300 | SH |  | SOLE |  | 0 | 0 | 0 |
| MARVELL TECHNOLOGY INCORPORATED | com | 573874104 |  | 272525 | 3521 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALPHABET INCORPORATED CAP STK CLASS A | com | 02079K305 |  | 269456 | 1529 | SH |  | SOLE |  | 0 | 0 | 0 |
| UNION PAC CORPORATION | com | 907818108 |  | 254238 | 1105 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | Rus MidCap ETF | 464287499 |  | 253193 | 2753 | SH |  | SOLE |  | 0 | 0 | 0 |
| TARGET CORPORATION | com | 87612e106 |  | 249387 | 2528 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | ISHARES BITCOIN TRUST ETF SHS BEN INT | 46438F101 |  | 245819 | 4016 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | Russell 2000 ETF | 464287655 |  | 229601 | 1064 | SH |  | SOLE |  | 0 | 0 | 0 |
| Johnson  Johnson | com | 478160104 |  | 226422 | 1482 | SH |  | SOLE |  | 0 | 0 | 0 |
| MICROSTRATEGY INCORPORATED CLASS A NEW | com | 594972408 |  | 220305 | 545 | SH |  | SOLE |  | 0 | 0 | 0 |
| ECOLAB INCORPORATED | com | 278865100 |  | 218996 | 813 | SH |  | SOLE |  | 0 | 0 | 0 |
| METAPLANET INCORPORATED SHS | com | J1357P101 |  | 217689 | 19005 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | INVESCO LARGE CAP VALUE ETF | 46137V738 |  | 205062 | 3300 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | ISHARES TR RUS 1000 GRW ETF | 464287614 |  | 201251 | 474 | SH |  | SOLE |  | 0 | 0 | 0 |
| YANCOAL AUSTRALIA LIMITED SHS | com | Q9869P115 |  | 55443 | 14601 | SH |  | SOLE |  | 0 | 0 | 0 |
| METALS X LIMITED SHS NEW | com | Q60408129 |  | 12553 | 35000 | SH |  | SOLE |  | 0 | 0 | 0 |
| ZION OIL  GAS INCORPORATED | com | 989696109 |  | 10808 | 57764 | SH |  | SOLE |  | 0 | 0 | 0 |
| NORTHERN GRAPHITE CORPORATION | com | 66516A105 |  | 1012 | 14500 | SH |  | SOLE |  | 0 | 0 | 0 |

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