Wealth High Governance Asset Management Ltda.

SAO PAULO, D5 · CIK 2111728 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityWEALTH HIGH GOVERNANCE ASSET MANAGEMENT LTDA (BR)

Others nearbySão Paulo

$939.5m reported value +46.6% vs Q1 2026

50positions

44.2%in top 10

30 new 10 added 10 reduced 31 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	GENERAC HLDGS INC COM GNRC	GNRC	217,195	$63.6m6.77%	6.77%	New
2	CORNING INC COM GLW	GLW	180,986	$46.2m4.92%	4.92%	New
3	PARKER-HANNIFIN CORP COM PH	PH	43,440	$42.5m4.52%	4.52%	Added +4.5k	+4,508 11.6%
4	TIMKEN CO COM TKR	TKR	289,555	$42.1m4.48%	4.48%	Added +159.7k	+159,738 123.0%
5	ADVANCED MICRO DEVICES INC COM AMD	AMD	72,398	$42.1m4.48%	4.48%	New
6	SHARKNINJA INC COM SHS SN	SN	253,389	$38.6m4.11%	4.11%	Added +58.8k	+58,833 30.2%
7	DATADOG INC CL A COM DDOG	DDOG	144,774	$37.7m4.01%	4.01%	Added +80.8k	+80,777 126.2%
8	COMFORT SYS USA INC COM FIX	FIX	18,096	$35.9m3.82%	3.82%	Reduced -7.9k	-7,881 -30.3%
9	HUT 8 CORP COM HUT	HUT	289,537	$33.4m3.56%	3.56%	New
10	CURTISS WRIGHT CORP COM CW	CW	43,434	$32.9m3.50%	3.50%	Added +11.0k	+11,009 34.0%
11	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	579,176	$32.4m3.44%	3.44%	New
12	MKS INC. COM MKSI	MKSI	72,400	$32.2m3.43%	3.43%	New
13	APPLIED MATLS INC COM AMAT	AMAT	43,440	$31.4m3.34%	3.34%	New
14	ULTRA CLEAN HLDGS INC COM UCTT	UCTT	217,157	$31.0m3.30%	3.30%	New
15	CATERPILLAR INC COM CAT	CAT	28,960	$30.8m3.28%	3.28%	New
16	FIRST TR EXCHANGE-TRADED FD GBL WND ENRG ETF FAN	FAN	1,132,771	$28.3m3.01%	3.01%	New
17	21SHARES HYPERLIQUID ETF SHS BEN INT THYP	THYP	632,614	$23.9m2.55%	2.55%	New
18	ROBLOX CORP CL A RBLX	RBLX	434,362	$23.6m2.51%	2.51%	New
19	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	289,518	$23.3m2.48%	2.48%	Added +62.4k	+62,350 27.4%
20	ROSS STORES INC COM ROST	ROST	108,595	$23.1m2.46%	2.46%	Reduced -53.7k	-53,714 -33.1%
21	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	144,778	$22.7m2.42%	2.42%	Reduced -82.6k	-82,598 -36.3%
22	NEXTRACKER INC CLASS A COM NXT	NXT	180,950	$21.6m2.29%	2.29%	Added +18.7k	+18,656 11.5%
23	HUNT J B TRANS SVCS INC COM JBHT	JBHT	72,399	$21.0m2.23%	2.23%	New
24	SOLV ENERGY INC COM SHS CL A MWH	MWH	579,148	$19.7m2.10%	2.10%	New
25	BITDEER TECHNOLOGIES GROUP CL A ORD SHS BTDR	BTDR	1,158,375	$18.4m1.96%	1.96%	New
26	CIENA CORP COM NEW CIEN	CIEN	36,187	$17.8m1.89%	1.89%	Reduced -15.8k	-15,781 -30.4%
27	HYPERLIQUID STRATEGIES INC COM PURR	PURR	2,171,952	$17.1m1.82%	1.82%	New
28	AMER SPORTS INC COM SHS AS	AS	434,387	$14.7m1.56%	1.56%	Added +45.3k	+45,260 11.6%
29	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	217,176	$13.4m1.43%	1.43%	Added +22.4k	+22,405 11.5%
30	ENLIGHT RENEWABLE ENERGY LTD SHS ENLT	ENLT	144,778	$12.9m1.37%	1.37%	Added +105.9k	+105,854 271.9%
31	BRINKER INTL INC COM EAT	EAT	57,919	$9.7m1.04%	1.04%	New
32	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	11,542	$8.6m0.92%	0.92%	Reduced -3.2k	-3,205 -21.7%
33	SK TELECOM CO LTD SPONSORED ADR SKM	SKM	217,120	$7.0m0.74%	0.74%	Reduced -271.7k	-271,675 -55.6%
34	WISDOMTREE TR BLMBG US BULL USDU	USDU	186,800	$5.0m0.53%	0.53%	New
35	ALMONTY INDS INC COM NEW ALM	ALM	289,537	$4.8m0.51%	0.51%	New
36	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	14,480	$3.9m0.42%	0.42%	New
37	FRANKLIN TEMPLETON ETF TR SYSTMTC STYL PRE FLSP	FLSP	135,674	$3.8m0.40%	0.40%	Reduced -16.1k	-16,065 -10.6%
38	DPC HOLDINGS PLC ORDINARY SHARES DPC	DPC	72,399	$3.6m0.38%	0.38%	New
39	INVESCO EXCH TRADED FD TR II CHINA TECHNLGY CQQQ	CQQQ	43,583	$2.5m0.26%	0.26%	New
40	INDEXIQ ETF TR HEDGE MLTI ETF QAI	QAI	67,699	$2.5m0.26%	0.26%	Reduced -21.3k	-21,285 -23.9%
41	LITMAN GREGORY FDS TR IMGP DBI MANAGED DBMF	DBMF	80,250	$2.5m0.26%	0.26%	Reduced -20.9k	-20,904 -20.7%
42	AMAZON COM INC COM AMZN	AMZN	10,146	$2.4m0.26%	0.26%	New
43	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	86,131	$1.6m0.17%	0.17%	New
44	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	17,255	$1.6m0.17%	0.17%	New
45	INVESCO EXCH TRADED FD TR II S&P INTL QULTY IDHQ	IDHQ	35,100	$1.5m0.16%	0.16%	New
46	VANGUARD WELLINGTON FD US MOMENTUM VFMO	VFMO	5,802	$1.4m0.15%	0.15%	New
47	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	34,300	$1.1m0.12%	0.12%	New
48	PACER FDS TR DATA AND INFRAST SRVR	SRVR	21,500	$683.1k0.07%	0.07%	New
49	GLOBAL X FDS INFRA DEV EX ETF IPAV	IPAV	20,900	$671.3k0.07%	0.07%	New
50	AGI INC COM SHS CL A AGBK	AGBK	72,366	$512.4k0.05%	0.05%	Reduced -447.0k	-446,993 -86.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PAN AMERN SILVER CORP PAAS	PAAS	583,801	$31.9m583.8k shares
NRG ENERGY INC NRG	NRG	162,302	$23.7m162.3k shares
FREEPORT-MCMORAN INC FCX	FCX	389,184	$22.9m389.2k shares
VISTRA CORP VST	VST	129,868	$19.5m129.9k shares
ECHOSTAR CORP ECHO	ECHO	162,416	$19.0m162.4k shares
CELESTICA INC CLS	CLS	64,958	$18.3m65.0k shares
LUMENTUM HLDGS INC LITE	LITE	25,984	$18.3m26.0k shares
CELSIUS HLDGS INC CELH	CELH	454,623	$16.1m454.6k shares
CLOUDFLARE INC NET	NET	77,893	$16.1m77.9k shares
CENTURY ALUM CO CENX	CENX	259,475	$15.2m259.5k shares
VISTA ENERGY S.A.B. DE C.V. VIST	VIST	194,778	$14.7m194.8k shares
ALBEMARLE CORP ALB	ALB	77,888	$14.0m77.9k shares
ALAMOS GOLD INC NEW AGI	AGI	259,539	$11.5m259.5k shares
BARRICK MNG CORP B	B	259,539	$10.6m259.5k shares
INVESCO EXCH TRADED FD TR II TAN	TAN	179,398	$10.0m179.4k shares
KINROSS GOLD CORP KGC	KGC	324,458	$9.9m324.5k shares
CORE NATURAL RESOURCES INC CNR	CNR	77,929	$8.2m77.9k shares
AURA MINERALS INC AUGO	AUGO	97,334	$7.9m97.3k shares
HOULIHAN LOKEY INC HLI	HLI	47,784	$6.9m47.8k shares
PEABODY ENERGY CORP BTU	BTU	194,899	$6.4m194.9k shares
PAMPA ENERGIA S A PAM	PAM	53,757	$4.8m53.8k shares
METHANEX CORP MEOH	MEOH	77,894	$4.6m77.9k shares
ECOPETROL S A EC	EC	298,454	$4.5m298.5k shares
BAKER HUGHES COMPANY BKR	BKR	64,852	$4.0m64.9k shares
SNOWFLAKE INC SNOW	SNOW	25,994	$3.9m26.0k shares