5 registered advisors · 3 reported ETFs · $3.6K reported ETF value · $160.2M regulatory AUM
Wealth Group, Ltd. is an investment adviser that files Form ADV with the SEC in Raleigh, NC, with 5 registered advisors, reporting $160.2M in regulatory assets under management. Its 13F filings report 3 ETF positions worth $3.6K.
Last updated 2026-03-30 (latest Form ADV filing)
Scale
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
This firm's strongest reported position on each research ranking. Institution-level evidence, not an individual advisor or client holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | VGT — Vanguard Information Tech ETF | $1.1K | Top 96.6% | Peer conviction 93.4% · Active return +8.67% |
| Addressable Market | VGT — Vanguard Information Tech ETF | $1.1K | Top 97.4% | Addressable AUM $13.1T · Peer conviction 93.4% |
| Residual Alpha | XLE — State Street Energy Select Sector SPDR ETF | $312 | Top 96.1% | Residual alpha +0.40% · Residual Sharpe 0.02 |
| Diversification Benefits | EMXC — iShares MSCI Emerging Markets ex China ETF | $2.2K | Top 90.3% | Replicability (R²) 82.0% · Residual Sharpe 0.06 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Form ADV facts as filed, most recently 2026-03-30. Figures are the firm's own reported numbers.
Identity
Item 1 and registration status.
Size
Items 5.A through 5.D.
Assets
Item 5.F and custody.
Clients
Item 5.D, by reported assets.
Practice
Items 4 through 9.
Source: SEC Form ADV filed by CRD 154106. View the official SEC IAPD record
| Fund | Reported value | Share of reported ETF value | Fund research |
|---|---|---|---|
| EMXC — iShares MSCI Emerging Markets ex China ETF | $2.2K | 60.9% | Research alternatives to EMXC · EMXC institutional holders |
| VGT — Vanguard Information Tech ETF | $1.1K | 30.4% | Research alternatives to VGT · VGT institutional holders |
| XLE — State Street Energy Select Sector SPDR ETF | $312 | 8.7% | Research alternatives to XLE · XLE institutional holders |
| Address | City | State | Advisors |
|---|---|---|---|
| 100 E. Six Forks Road | Raleigh | NC | 2 |
| 210 Malloy Street | Goldsboro | NC | 1 |
| 102 West Spring Street | Oxford | NC | 1 |
| 109 Foy Drive | Rocy Mount | NC | 1 |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30