Wellington Grp LLC: 13F holdings

CIK 21340132026Q2

Positions144
Reported value$377.9m
Filed2026-08-26

Top 10 holdings

SecuritySharesValueWeight
INVESCO EXCH TRADED FD TR II508,130$30.2m8.0%
IGSB ISHARES TR485,916$25.5m6.7%
VO VANGUARD INDEX FDS305,255$24.6m6.5%
DBEF DBX ETF TR333,089$18.2m4.8%
BKLN INVESCO EXCH TRADED FD TR II861,413$17.5m4.6%
LLY ELI LILLY & CO12,979$15.6m4.1%
ICSH ISHARES TR283,412$14.3m3.8%
TFLO ISHARES TR278,621$14.1m3.7%
JPST J P MORGAN EXCHANGE TRADED F269,355$13.6m3.6%
IWY ISHARES TR40,802$11.9m3.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2134013")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples