# EDGAR Filing Document

**Accession Number:** 0002010748
**File Stem:** 0002010748-26-000001
**Filing Date:** 2026-1
**Character Count:** 12319
**Document Hash:** dd3fa9e64d1c3e947e8161e09424f92e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002010748-26-000001.hdr.sgml**: 20260112

**ACCESSION NUMBER**: 0002010748-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260112

**DATE AS OF CHANGE**: 20260112

**EFFECTIVENESS DATE**: 20260112

**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:** 26525208

**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:** 12-31-2025

**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  01-12-2026<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:** 89

**Form 13F Information Table Value Total:** $446783648

      (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 |  | 108133658 | 157873 | SH |  | SOLE |  | 0 | 0 | 0 |
| JP Morgan | Betabuilders US Equity | 46641Q399 |  | 67082946 | 544019 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | MSCI USA QLT FCT | 46432F339 |  | 40496974 | 203892 | SH |  | SOLE |  | 0 | 0 | 0 |
| Invesco | INVESCO QQQ TR | 46090E103 |  | 29419872 | 47891 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | INF TECH ETF | 92204A702 |  | 24886197 | 33015 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | US Equity Factor Rotation | 09290C103 |  | 22665913 | 372733 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | S 500 ETF SHS | 922908363 |  | 22405776 | 35727 | SH |  | SOLE |  | 0 | 0 | 0 |
| Pacer | US CASH COWS 100 | 69374H881 |  | 18900890 | 314125 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | TR S 100 ETF | 464287101 |  | 18290252 | 53329 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | CORE DIV GRWTH | 46434V621 |  | 7914880 | 114014 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | INVESCO NASDAQ 100 ETF | 46138G649 |  | 6171933 | 24403 | SH |  | SOLE |  | 0 | 0 | 0 |
| pacer | PACER DEVELOPED MARKETS INTL CASH COWS 100 ETF | 69374H873 |  | 5274817 | 136371 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | EXTEND MKT ETF | 922908652 |  | 4433424 | 21200 | SH |  | SOLE |  | 0 | 0 | 0 |
| Invesco | S PUR GWT | 46137V266 |  | 3635048 | 77880 | SH |  | SOLE |  | 0 | 0 | 0 |
| Schwab | US LRG CAP ETF | 808524201 |  | 3543144 | 131666 | SH |  | SOLE |  | 0 | 0 | 0 |
| Schwab | US MID-CAP ETF | 808524508 |  | 3094401 | 102850 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | ESG US STK ETF | 921910733 |  | 2920718 | 24146 | SH |  | SOLE |  | 0 | 0 | 0 |
| Schwab | US BRD MKT ETF | 808524102 |  | 2912946 | 111054 | SH |  | SOLE |  | 0 | 0 | 0 |
| Proshares | S 500 DV ARIST | 74348A467 |  | 2846623 | 27349 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | CORE S MCP ETF | 464287507 |  | 2708226 | 41034 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | CORE MSCI TOTAL | 46432F834 |  | 2675622 | 31612 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | TOTAL STK MKT | 922908769 |  | 2606054 | 7773 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | CORE S TTL STK | 464287150 |  | 2481858 | 16691 | SH |  | SOLE |  | 0 | 0 | 0 |
| Schwab | US SML CAP ETF | 808524607 |  | 2137277 | 75030 | SH |  | SOLE |  | 0 | 0 | 0 |
| NVIDIA CORPORATION | com | 67066G104 |  | 2134717 | 11446 | SH |  | SOLE |  | 0 | 0 | 0 |
| state street | SPDR S 500 ETF | 78462F103 |  | 2122817 | 3113 | SH |  | SOLE |  | 0 | 0 | 0 |
| APPLE INCORPORATED | com | 037833100 |  | 2013697 | 7407 | SH |  | SOLE |  | 0 | 0 | 0 |
| state street | SPDR PORTFOLIO S 500 ETF | 78464A854 |  | 1546789 | 19282 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | MSCI INTL QUALTY | 46434V456 |  | 1428225 | 31424 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | TOTAL BND MRKT | 921937835 |  | 1381850 | 18656 | SH |  | SOLE |  | 0 | 0 | 0 |
| CLEARFIELD INCORPORATED | com | 18482P103 |  | 1370050 | 47000 | SH |  | SOLE |  | 0 | 0 | 0 |
| Pacer | PACER US SMALL | 69374H857 |  | 1368864 | 30851 | SH |  | SOLE |  | 0 | 0 | 0 |
| BNY MELLON US LARGE CAP CORE EQUITY ETF | com | 09661T107 |  | 1316764 | 10067 | SH |  | SOLE |  | 0 | 0 | 0 |
| MICROSOFT CORPORATION | com | 594918104 |  | 1249918 | 2585 | SH |  | SOLE |  | 0 | 0 | 0 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | com | 084670702 |  | 1142021 | 2272 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | VG TL INTL STK F | 921909768 |  | 939408 | 12450 | SH |  | SOLE |  | 0 | 0 | 0 |
| PACCAR INCORPORATED | com | 693718108 |  | 930785 | 8500 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | ISHARES TR CORE TOTAL USD | 46434V613 |  | 909115 | 19534 | SH |  | SOLE |  | 0 | 0 | 0 |
| state street | SPDR TECHNOLOGY SELECT SECTOR FUND | 81369Y803 |  | 908335 | 6309 | SH |  | SOLE |  | 0 | 0 | 0 |
| First Trust | FT VEST LADDERED BUFFER ETF | 33740F755 |  | 837246 | 24438 | SH |  | SOLE |  | 0 | 0 | 0 |
| BROADCOM INCORPORATED | com | 11135F101 |  | 818873 | 2366 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | DIV APP ETF | 921908844 |  | 785274 | 3573 | SH |  | SOLE |  | 0 | 0 | 0 |
| Victory | VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW | 92647X830 |  | 778141 | 19760 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | INVESCO S 500 QUALITY ETF | 46137V241 |  | 775544 | 10334 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALPHABET INCORPORATED CAP STK CLASS A | com | 02079K305 |  | 654796 | 2092 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | ISHARES BITCOIN TRUST ETF SHS BEN INT | 46438F101 |  | 641677 | 12924 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | GROWTH ETF | 922908736 |  | 639128 | 1310 | SH |  | SOLE |  | 0 | 0 | 0 |
| UNITEDHEALTH GROUP INCORPORATED | com | 91324P102 |  | 628860 | 1905 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES | CORE S SCP ETF | 464287804 |  | 613639 | 5106 | SH |  | SOLE |  | 0 | 0 | 0 |
| 3M COMPANY | com | 88579Y101 |  | 611102 | 3817 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ebay Inc | com | 278642103 |  | 561882 | 6451 | SH |  | SOLE |  | 0 | 0 | 0 |
| First Trust | FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER | 33740F680 |  | 538424 | 11990 | SH |  | SOLE |  | 0 | 0 | 0 |
| Intuit | com | 461202103 |  | 531923 | 803 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMAZON COM INCORPORATED | com | 023135106 |  | 521422 | 2259 | SH |  | SOLE |  | 0 | 0 | 0 |
| fidelity | FIDELITY WISE ORIGIN BITCOIN FUND etf | 315948109 |  | 483070 | 6337 | SH |  | SOLE |  | 0 | 0 | 0 |
| WALMART INCORPORATED | com | 931142103 |  | 476723 | 4279 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | VALUE ETF | 922908744 |  | 466466 | 2442 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | MEGA GRWTH IND | 921910816 |  | 439444 | 1065 | SH |  | SOLE |  | 0 | 0 | 0 |
| GENERAL MLS INCORPORATED | com | 370334104 |  | 379515 | 8162 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | VAN FTSE DEV MKT | 921943858 |  | 360264 | 5767 | SH |  | SOLE |  | 0 | 0 | 0 |
| democracy investments | DEMOCRACY INTERNATIONAL FUND | 00774Q148 |  | 359694 | 11600 | SH |  | SOLE |  | 0 | 0 | 0 |
| Pacer | GLOBL CASH ETF | 69374H709 |  | 305639 | 7415 | SH |  | SOLE |  | 0 | 0 | 0 |
| MARVELL TECHNOLOGY INCORPORATED | com | 573874104 |  | 299215 | 3521 | SH |  | SOLE |  | 0 | 0 | 0 |
| ishares | iShares Flexible Income Active ETF | 092528603 |  | 295987 | 5609 | SH |  | SOLE |  | 0 | 0 | 0 |
| Johnson  Johnson | com | 478160104 |  | 280480 | 1355 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | Rus MidCap ETF | 464287499 |  | 271096 | 2816 | SH |  | SOLE |  | 0 | 0 | 0 |
| ARISTA NETWORKS INCORPORATED COM SHS | com | 040413205 |  | 270970 | 2068 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | Russell 2000 ETF | 464287655 |  | 261914 | 1064 | SH |  | SOLE |  | 0 | 0 | 0 |
| state street | SPDR GOLD SHARES | 78463V107 |  | 259187 | 654 | SH |  | SOLE |  | 0 | 0 | 0 |
| ORACLE CORPORATION | com | 68389X105 |  | 253383 | 1300 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMGEN INCORPORATED | com | 031162100 |  | 244501 | 747 | SH |  | SOLE |  | 0 | 0 | 0 |
| UNION PAC CORPORATION | com | 907818108 |  | 238260 | 1030 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | VANGUARD FTSE ALL-WORLD EX-US ETF | 922042775 |  | 238187 | 3238 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | ISHARES TR RUS 1000 GRW ETF | 464287614 |  | 236177 | 499 | SH |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | VANGUARD MEGA CAP ETF | 921910873 |  | 232784 | 927 | SH |  | SOLE |  | 0 | 0 | 0 |
| JPMORGAN CHASE  COMPANY. | com | 46625H100 |  | 229743 | 713 | SH |  | SOLE |  | 0 | 0 | 0 |
| TESLA INCORPORATED | com | 88160R101 |  | 225310 | 501 | SH |  | SOLE |  | 0 | 0 | 0 |
| ECOLAB INCORPORATED | com | 278865100 |  | 223873 | 853 | SH |  | SOLE |  | 0 | 0 | 0 |
| Ishares | INVESCO LARGE CAP VALUE ETF | 46137V738 |  | 219516 | 3300 | SH |  | SOLE |  | 0 | 0 | 0 |
| ishares | ISHARES TR ESG MSCI USA ETF | 46436E767 |  | 205503 | 3569 | SH |  | SOLE |  | 0 | 0 | 0 |
| TARGET CORPORATION | com | 87612E106 |  | 204102 | 2088 | SH |  | SOLE |  | 0 | 0 | 0 |
| XCEL ENERGY INCORPORATED | com | 98389B100 |  | 202893 | 2747 | SH |  | SOLE |  | 0 | 0 | 0 |
| Sprott Assett Management | SPROTT ASSET MANAGEMENT LP PHYSICAL URANIUM | 85210A104 |  | 202806 | 10375 | SH |  | SOLE |  | 0 | 0 | 0 |
| METAPLANET INCORPORATED SHS | com | J1357P101 |  | 49217 | 19005 | SH |  | SOLE |  | 0 | 0 | 0 |
| METALS X LIMITED SHS NEW | com | Q60408129 |  | 19453 | 26160 | SH |  | SOLE |  | 0 | 0 | 0 |
| ZION OIL  GAS INCORPORATED | com | 989696109 |  | 5639 | 26096 | SH |  | SOLE |  | 0 | 0 | 0 |
| NORTHERN GRAPHITE CORPORATION | com | 66516A105 |  | 1902 | 14500 | SH |  | SOLE |  | 0 | 0 | 0 |
| PURATION INCORPORATED | com | 74609P104 |  | 0 | 40180 | SH |  | SOLE |  | 0 | 0 | 0 |
| HEALTHIER CHOICES MGMT CORPORATION | com | 42226N109 |  | 0 | 170000 | SH |  | SOLE |  | 0 | 0 | 0 |

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