Q2 2026 13F · SEC CIK 2111728

Wealth High Governance Asset Management Ltda.

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $939.5M
Reported positions: 50
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2 qtrs

Wealth High Governance Asset Management Ltda. is a wealth manager that reported 50 positions worth $939.5M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Generac Hldgs Inc (GNRC, 6.8%), Corning Inc (GLW, 4.9%), Parker-Hannifin Corp (PH, 4.5%).

Wealth High Governance Asset Management Ltda. holdings all 50 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealth High Governance Asset Management Ltda. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GNRCGenerac Hldgs Inc	6.8%	—	217,195	—	$63.6M
GLWCorning Inc	4.9%	—	180,986	—	$46.2M
PHParker-Hannifin Corp	4.5%	5.4%	43,440	+11.6%	$42.5M
TKRTimken Co Com	4.5%	2.0%	289,555	+123.0%	$42.1M
AMDAdvanced Micro Devices Inc	4.5%	—	72,398	—	$42.1M
SNSharkninja Inc	4.1%	3.2%	253,389	+30.2%	$38.6M
DDOGDatadog Inc	4.0%	1.2%	144,774	+126.2%	$37.7M
FIXComfort Sys USA Inc	3.8%	5.6%	18,096	-30.3%	$35.9M
HUTHut 8 Corp	3.6%	—	289,537	—	$33.4M
CWCurtiss Wright Corp	3.5%	3.4%	43,434	+34.0%	$32.9M
FPSForgent Power Solutions Inc	3.4%	—	579,176	—	$32.4M
MKSIMks Inc.	3.4%	—	72,400	—	$32.2M
AMATApplied Matls Inc	3.3%	—	43,440	—	$31.4M
UCTTUltra Clean Holdings Inc	3.3%	—	217,157	—	$31.0M
CATCaterpillar Inc	3.3%	—	28,960	—	$30.8M
FANFirst Tr Exchange-Traded Fd	3.0%	—	1,132,771	—	$28.3M
THYP21shares Hyperliquid ETF	2.5%	—	632,614	—	$23.9M
RBLXRoblox Corp	2.5%	—	434,362	—	$23.6M
SOISolaris Energy Infrastructure Inc	2.5%	2.0%	289,518	+27.4%	$23.3M
ROSTRoss Stores Inc	2.5%	5.5%	108,595	-33.1%	$23.1M
DOCNDigitalocean Hldgs Inc	2.4%	3.0%	144,778	-36.3%	$22.7M
NXTNextpower Inc	2.3%	3.1%	180,950	+11.5%	$21.6M
JBHTHunt J B Trans Svcs Inc	2.2%	—	72,399	—	$21.0M
MWHSolv Energy Inc	2.1%	—	579,148	—	$19.7M
BTDRBitdeer Technologies Group	2.0%	—	1,158,375	—	$18.4M
CIENCiena Corp	1.9%	3.1%	36,187	-30.4%	$17.8M
PURRHyperliquid Strategies Inc	1.8%	—	2,171,952	—	$17.1M
ASAmer Sports Inc	1.6%	2.0%	434,387	+11.6%	$14.7M
BTIBritish Amern Tob PLC	1.4%	1.8%	217,176	+11.5%	$13.4M
ENLTEnlight Renewable Energy Ltd	1.4%	0.4%	144,778	+272.0%	$12.9M
EATBrinker International	1.0%	—	57,919	—	$9.7M
SPYState Str Spdr S&p 500 ETF T	0.9%	1.5%	11,542	-21.7%	$8.6M
SKMSK Telecom Co., Ltd. Sponsored	0.7%	2.2%	217,120	-55.6%	$7.0M
USDUWisdomtree Tr	0.5%	—	186,800	—	$5.0M
ALMAlmonty Inds Inc	0.5%	—	289,537	—	$4.8M
CRDOCredo Technology Group Holdi	0.4%	—	14,480	—	$3.9M
FLSPFranklin Templeton ETF Tr	0.4%	0.6%	135,674	-10.6%	$3.8M
DPCDpc Holdings PLC	0.4%	—	72,399	—	$3.6M
CQQQInvesco Exch Traded Fd Tr II	0.3%	—	43,583	—	$2.5M
QAINylim ETF Tr	0.3%	0.5%	67,699	-23.9%	$2.5M
DBMFIm Global Partner Funds	0.3%	0.5%	80,250	-20.7%	$2.5M
AMZNAmazon Com Inc	0.3%	—	10,146	—	$2.4M
QYLDGlobal X Fds	0.2%	—	86,131	—	$1.6M
SPHQInvesco Exchange Traded Fd T	0.2%	—	17,255	—	$1.6M
IDHQInvesco Exch Traded Fd Tr II	0.2%	—	35,100	—	$1.5M
VFMOVanguard Wellington Fd	0.2%	—	5,802	—	$1.4M
IBITIshares Bitcoin Trust ETF	0.1%	—	34,300	—	$1.1M
SRVRPacer Fds Tr	0.1%	—	21,500	—	$683K
IPAVGlobal X Fds	0.1%	—	20,900	—	$671K
AGBKAgi Inc	0.1%	0.6%	72,366	-86.1%	$512K

What Wealth High Governance Asset Management Ltda. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

ENLT Enlight Renewable Energy Ltd+272.0% shares
DDOG Datadog Inc+126.2% shares
TKR Timken Co Com+123.0% shares
CW Curtiss Wright Corp+34.0% shares
SN Sharkninja Inc+30.2% shares
SOI Solaris Energy Infrastructure Inc+27.4% shares
AS Amer Sports Inc+11.6% shares
PH Parker-Hannifin Corp+11.6% shares

Reduced

AGBK Agi Inc-86.1% shares
SKM SK Telecom Co., Ltd. Sponsored-55.6% shares
DOCN Digitalocean Hldgs Inc-36.3% shares
ROST Ross Stores Inc-33.1% shares
CIEN Ciena Corp-30.4% shares
FIX Comfort Sys USA Inc-30.3% shares
QAI Nylim ETF Tr-23.9% shares
SPY State Str Spdr S&p 500 ETF T-21.7% shares

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$939.5M	50
Q1 2026	$641.0M	51

Questions about Wealth High Governance Asset Management Ltda.'s portfolio

What stocks does Wealth High Governance Asset Management Ltda. own?

Wealth High Governance Asset Management Ltda.'s latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 50 positions worth $939.5M. The largest are Generac Hldgs Inc (GNRC) at 6.8%, Corning Inc (GLW) at 4.9%, Parker-Hannifin Corp (PH) at 4.5%, Timken Co Com (TKR) at 4.5% and Advanced Micro Devices Inc (AMD) at 4.5%.

What did Wealth High Governance Asset Management Ltda. buy last quarter?

In Q2 2026, Wealth High Governance Asset Management Ltda. added Enlight Renewable Energy Ltd (ENLT) (+272.0% shares), Datadog Inc (DDOG) (+126.2% shares) and Timken Co Com (TKR) (+123.0% shares), compared with its Q1 2026 filing.

What did Wealth High Governance Asset Management Ltda. sell last quarter?

In Q2 2026, Wealth High Governance Asset Management Ltda. sold all of Pan Amern Silver Corp (PAAS), sold all of Nrg Energy Inc (NRG), sold all of Freeport Mcmoran Inc (FCX), sold all of Vistra Corp (VST), sold all of EchoStar Corp (ECHO), Agi Inc (AGBK) (-86.1% shares), SK Telecom Co., Ltd. Sponsored (SKM) (-55.6% shares) and Digitalocean Hldgs Inc (DOCN) (-36.3% shares), compared with its Q1 2026 filing.

When is Wealth High Governance Asset Management Ltda.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealth High Governance Asset Management Ltda.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.