Wealth High Governance Asset Management Ltda.
CIK: 2111728
Holdings (50)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 12, 2026
- GNRC
GENERAC HLDGS INC
$63.6M
217,195 sh6.77%New - GLW
CORNING INC
$46.23M
180,986 sh4.92%New - PH
PARKER-HANNIFIN CORP
$42.49M
43,440 sh4.52%+11.6% - TKR
TIMKEN CO
$42.08M
289,555 sh4.48%+123.0% - AMD
ADVANCED MICRO DEVICES INC
$42.06M
72,398 sh4.48%New - SN
SHARKNINJA INC
$38.58M
253,389 sh4.11%+30.2% - DDOG
DATADOG INC
$37.69M
144,774 sh4.01%+126.2% - FIX
COMFORT SYS USA INC
$35.87M
18,096 sh3.82%-30.3% - HUT
HUT 8 CORP
$33.43M
289,537 sh3.56%New - CW
CURTISS WRIGHT CORP
$32.91M
43,434 sh3.50%+34.0% - FPS
FORGENT POWER SOLUTIONS INC
$32.35M
579,176 sh3.44%New - MKSI
MKS INC.
$32.2M
72,400 sh3.43%New - AMAT
APPLIED MATLS INC
$31.41M
43,440 sh3.34%New - UCTT
ULTRA CLEAN HLDGS INC
$30.96M
217,157 sh3.30%New - CAT
CATERPILLAR INC
$30.84M
28,960 sh3.28%New - FAN
FIRST TR EXCHANGE-TRADED FD
$28.3M
1.13M sh3.01%New - THYP
21SHARES HYPERLIQUID ETF
$23.95M
632,614 sh2.55%New - RBLX
ROBLOX CORP
$23.62M
434,362 sh2.51%New - SEI
SOLARIS ENERGY INFRAS INC
$23.29M
289,518 sh2.48%+27.4% - ROST
ROSS STORES INC
$23.11M
108,595 sh2.46%-33.1% - DOCN
DIGITALOCEAN HLDGS INC
$22.73M
144,778 sh2.42%-36.3% - NXT
NEXTPOWER INC
$21.56M
180,950 sh2.29%+11.5% - JBHT
HUNT J B TRANS SVCS INC
$20.95M
72,399 sh2.23%New - MWH
SOLV ENERGY INC
$19.72M
579,148 sh2.10%New - BTDR
BITDEER TECHNOLOGIES GROUP
$18.38M
1.16M sh1.96%New - CIEN
CIENA CORP
$17.75M
36,187 sh1.89%-30.4% - PURR
HYPERLIQUID STRATEGIES INC
$17.09M
2.17M sh1.82%New - AS
AMER SPORTS INC
$14.7M
434,387 sh1.56%+11.6% - BTI
BRITISH AMERN TOB PLC
$13.41M
217,176 sh1.43%+11.5% - ENLT
ENLIGHT RENEWABLE ENERGY LTD
$12.89M
144,778 sh1.37%+271.9% - EAT
BRINKER INTL INC
$9.73M
57,919 sh1.04%New - SPY
STATE STR SPDR S&P 500 ETF T
$8.62M
11,542 sh0.92%-21.7% - SKM
SK TELECOM CO LTD
$6.98M
217,120 sh0.74%-55.6% - USDU
WISDOMTREE TR
$5M
186,800 sh0.53%New - ALM
ALMONTY INDS INC
$4.79M
289,537 sh0.51%New - CRDO
CREDO TECHNOLOGY GROUP HOLDI
$3.94M
14,480 sh0.42%New - FLSP
FRANKLIN TEMPLETON ETF TR
$3.76M
135,674 sh0.40%-10.6% - DPC
DPC HOLDINGS PLC
$3.55M
72,399 sh0.38%New - CQQQ
INVESCO EXCH TRADED FD TR II
$2.49M
43,583 sh0.26%New - QAI
NEW YORK LIFE INVESTMENTS ET
$2.48M
67,699 sh0.26%-23.9% - DBMF
LITMAN GREGORY FDS TR
$2.46M
80,250 sh0.26%-20.7% - AMZN
AMAZON COM INC
$2.42M
10,146 sh0.26%New - QYLD
GLOBAL X FDS
$1.59M
86,131 sh0.17%New - SPHQ
INVESCO EXCHANGE TRADED FD T
$1.55M
17,255 sh0.17%New - IDHQ
INVESCO EXCH TRADED FD TR II
$1.53M
35,100 sh0.16%New - VFMO
VANGUARD WELLINGTON FD
$1.45M
5,802 sh0.15%New - IBIT
ISHARES BITCOIN TRUST ETF
$1.14M
34,300 sh0.12%New - SRVR
PACER FDS TR
$683K
21,500 sh0.07%New - IPAV
GLOBAL X FDS
$671K
20,900 sh0.07%New - AGBK
AGI INC
$512K
72,366 sh0.05%-86.1%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 GNRC GENERAC HLDGS INC | 217,195 | $63.6M | New | 6.77% | Q2 2026 |
 GLW CORNING INC | 180,986 | $46.23M | New | 4.92% | Q2 2026 |
 PH PARKER-HANNIFIN CORP | 43,440 | $42.49M | +11.6% | 4.52% | Q2 2026 |
 TKR TIMKEN CO | 289,555 | $42.08M | +123.0% | 4.48% | Q2 2026 |
 AMD ADVANCED MICRO DEVICES INC | 72,398 | $42.06M | New | 4.48% | Q2 2026 |
 SN SHARKNINJA INC | 253,389 | $38.58M | +30.2% | 4.11% | Q2 2026 |
 DDOG DATADOG INC | 144,774 | $37.69M | +126.2% | 4.01% | Q2 2026 |
 FIX COMFORT SYS USA INC | 18,096 | $35.87M | -30.3% | 3.82% | Q2 2026 |
 HUT HUT 8 CORP | 289,537 | $33.43M | New | 3.56% | Q2 2026 |
 CW CURTISS WRIGHT CORP | 43,434 | $32.91M | +34.0% | 3.50% | Q2 2026 |
 FPS FORGENT POWER SOLUTIONS INC | 579,176 | $32.35M | New | 3.44% | Q2 2026 |
 MKSI MKS INC. | 72,400 | $32.2M | New | 3.43% | Q2 2026 |
 AMAT APPLIED MATLS INC | 43,440 | $31.41M | New | 3.34% | Q2 2026 |
 UCTT ULTRA CLEAN HLDGS INC | 217,157 | $30.96M | New | 3.30% | Q2 2026 |
 CAT CATERPILLAR INC | 28,960 | $30.84M | New | 3.28% | Q2 2026 |
 FAN FIRST TR EXCHANGE-TRADED FD | 1.13M | $28.3M | New | 3.01% | Q2 2026 |
 THYP 21SHARES HYPERLIQUID ETF | 632,614 | $23.95M | New | 2.55% | Q2 2026 |
 RBLX ROBLOX CORP | 434,362 | $23.62M | New | 2.51% | Q2 2026 |
 SEI SOLARIS ENERGY INFRAS INC | 289,518 | $23.29M | +27.4% | 2.48% | Q2 2026 |
 ROST ROSS STORES INC | 108,595 | $23.11M | -33.1% | 2.46% | Q2 2026 |
 DOCN DIGITALOCEAN HLDGS INC | 144,778 | $22.73M | -36.3% | 2.42% | Q2 2026 |
 NXT NEXTPOWER INC | 180,950 | $21.56M | +11.5% | 2.29% | Q2 2026 |
 JBHT HUNT J B TRANS SVCS INC | 72,399 | $20.95M | New | 2.23% | Q2 2026 |
 MWH SOLV ENERGY INC | 579,148 | $19.72M | New | 2.10% | Q2 2026 |
 BTDR BITDEER TECHNOLOGIES GROUP | 1.16M | $18.38M | New | 1.96% | Q2 2026 |
 CIEN CIENA CORP | 36,187 | $17.75M | -30.4% | 1.89% | Q2 2026 |
 PURR HYPERLIQUID STRATEGIES INC | 2.17M | $17.09M | New | 1.82% | Q2 2026 |
 AS AMER SPORTS INC | 434,387 | $14.7M | +11.6% | 1.56% | Q2 2026 |
 BTI BRITISH AMERN TOB PLC | 217,176 | $13.41M | +11.5% | 1.43% | Q2 2026 |
 ENLT ENLIGHT RENEWABLE ENERGY LTD | 144,778 | $12.89M | +271.9% | 1.37% | Q2 2026 |
 EAT BRINKER INTL INC | 57,919 | $9.73M | New | 1.04% | Q2 2026 |
 SPY STATE STR SPDR S&P 500 ETF T | 11,542 | $8.62M | -21.7% | 0.92% | Q2 2026 |
 SKM SK TELECOM CO LTD | 217,120 | $6.98M | -55.6% | 0.74% | Q2 2026 |
 USDU WISDOMTREE TR | 186,800 | $5M | New | 0.53% | Q2 2026 |
 ALM ALMONTY INDS INC | 289,537 | $4.79M | New | 0.51% | Q2 2026 |
 CRDO CREDO TECHNOLOGY GROUP HOLDI | 14,480 | $3.94M | New | 0.42% | Q2 2026 |
 FLSP FRANKLIN TEMPLETON ETF TR | 135,674 | $3.76M | -10.6% | 0.40% | Q2 2026 |
 DPC DPC HOLDINGS PLC | 72,399 | $3.55M | New | 0.38% | Q2 2026 |
 CQQQ INVESCO EXCH TRADED FD TR II | 43,583 | $2.49M | New | 0.26% | Q2 2026 |
 QAI NEW YORK LIFE INVESTMENTS ET | 67,699 | $2.48M | -23.9% | 0.26% | Q2 2026 |
 DBMF LITMAN GREGORY FDS TR | 80,250 | $2.46M | -20.7% | 0.26% | Q2 2026 |
 AMZN AMAZON COM INC | 10,146 | $2.42M | New | 0.26% | Q2 2026 |
 QYLD GLOBAL X FDS | 86,131 | $1.59M | New | 0.17% | Q2 2026 |
 SPHQ INVESCO EXCHANGE TRADED FD T | 17,255 | $1.55M | New | 0.17% | Q2 2026 |
 IDHQ INVESCO EXCH TRADED FD TR II | 35,100 | $1.53M | New | 0.16% | Q2 2026 |
 VFMO VANGUARD WELLINGTON FD | 5,802 | $1.45M | New | 0.15% | Q2 2026 |
 IBIT ISHARES BITCOIN TRUST ETF | 34,300 | $1.14M | New | 0.12% | Q2 2026 |
 SRVR PACER FDS TR | 21,500 | $683K | New | 0.07% | Q2 2026 |
 IPAV GLOBAL X FDS | 20,900 | $671K | New | 0.07% | Q2 2026 |
 AGBK AGI INC | 72,366 | $512K | -86.1% | 0.05% | Q2 2026 |
1-50 of 50 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Wealth High Governance Asset Management Ltda.
Wealth High Governance Asset Management Ltda. is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2111728). Signal8 holds 11 13F filings from it.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 12, 2026. That report lists 50 securities, not counting options, up from 46 in Q1 2026.
Its five largest reported positions, in order, are GENERAC HLDGS INC (GNRC), CORNING INC (GLW), PARKER-HANNIFIN CORP (PH), TIMKEN CO (TKR) and ADVANCED MICRO DEVICES INC (AMD). The next five are SHARKNINJA INC (SN), DATADOG INC (DDOG), COMFORT SYS USA INC (FIX), HUT 8 CORP (HUT) and CURTISS WRIGHT CORP (CW).
Recent 13F filings by Wealth High Governance Asset Management Ltda.
- Q2 2026: 13F-HR filed Aug 12, 2026, listing 50 securities.
- Q1 2026: 13F-HR/A filed Jul 8, 2026, listing 51 securities.
- Q1 2026: 13F-HR filed Jun 18, 2026, listing 46 securities.
- Q4 2025: 13F-HR/A filed Jul 8, 2026, listing 53 securities.
- Q4 2025: 13F-HR filed Jun 18, 2026, listing 46 securities.