DOSSIER · 13F-HR · Q1 2026

Wellington Grp LLC

$325M in tracked AUM across 394 positions as of Q1 2026.

WG
CIK 0002134013 · last filed Mar 31, 2026
Total AUM
$325M
as of Q1 2026
Holdings
394
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Wellington Grp LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IGSB
ISHARES TR
$25M470K7.6%
02
RWJ
INVESCO EXCH TRADED FD TR II
$25M485K7.5%
03
VO
VANGUARD INDEX FDS
$20M69K6.1%
04
BKLN
INVESCO EXCH TRADED FD TR II
$17M817K5.1%
05
DBEF
DBX ETF TR
$15M311K4.7%
06
ICSH
ISHARES TR
$14M277K4.3%
07
TFLO
ISHARES TR
$14M268K4.2%
08
JPST
J P MORGAN EXCHANGE TRADED F
$13M252K3.9%
09
LLY
ELI LILLY & CO
$11M12K3.4%
10
IWY
ISHARES TR
$9M38K2.9%

Filing history

2026Q1Mar 31
$325M 8.1%
394 positionsView →
2025Q4Dec 31
$300M
397 positionsView →