Wealth Group Ltd reported 32 positions worth $21.31M for the quarter ended Sep 30, 2026, up 7.5% on the prior quarter. It opened 3 new positions, added to 9, trimmed 5 and exited 0. Its largest holding is Apple Inc. at 11.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBIT iShares Bitcoin Trust ETF | +11.8K | +108.6% | $564.79K | 5.09% |
| MMM 3M Co | +2,326 | +32.9% | $376.56K | 7.14% |
| MSFT Microsoft Corp | +1,119 | +44.9% | $304.70K | 4.62% |
| MPC Marathon Petroleum Corp | +635 | – | $268.18K | 1.26% |
| FITB Fifth Third Bancorp | +4,105 | – | $208.82K | 0.98% |
| XOM ExxonMobil Holdings Corp | +1,237 | – | $202.88K | 0.952% |
| MU Micron Technology Inc | +35 | +13.7% | $37.63K | 1.47% |
| AVGO Broadcom Inc. | +46 | +1.9% | $16.34K | 4.02% |
| TGT Target Corp | +94 | +4.5% | $14.66K | 1.6% |
| XEL Xcel Energy Inc | +167 | +6.1% | $11.92K | 0.976% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -4,096 | -34.9% | $958.32K | 8.39% |
| MRVL Marvell Technology, Inc. | -1,176 | -32.5% | $608.49K | 5.94% |
| FBTC Fidelity Wise Origin Bitcoin Fund | -2,613 | -23.6% | $191.61K | 2.92% |
| ECL Ecolab Inc. | -18 | -2.1% | $4.93K | 1.07% |
| BRK-B Berkshire Hathaway Inc | -2 | -0.1% | $1.01K | 4.72% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 7,298 | $2.44M | 11.43% | 0 | 0.0% | Unchanged | 0% |
| 2 | NVDA Nvidia Corp | Technology | 7,642 | $1.79M | 8.39% | -4,096 | -34.9% | Reduced | 0% |
| 3 | CLFD Clearfield, Inc. | Technology | 47.0K | $1.57M | 7.38% | 0 | 0.0% | Unchanged | 0.35% |
| 4 | MMM 3M Co | Industrials | 9,403 | $1.52M | 7.14% | +2,326 | +32.9% | Added | 0% |
| 5 | MRVL Marvell Technology, Inc. | Technology | 2,447 | $1.27M | 5.94% | -1,176 | -32.5% | Reduced | 0% |
| 6 | IBIT iShares Bitcoin Trust ETF | Others | 22.7K | $1.08M | 5.09% | +11.8K | +108.6% | Added | 0% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,001 | $1.01M | 4.72% | -2 | -0.1% | Reduced | 0% |
| 8 | MSFT Microsoft Corp | Technology | 3,613 | $983.81K | 4.62% | +1,119 | +44.9% | Added | 0% |
| 9 | PCAR Paccar Inc | Industrials | 8,500 | $932.23K | 4.37% | 0 | 0.0% | Unchanged | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 2,412 | $856.62K | 4.02% | +46 | +1.9% | Added | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 2,066 | $709.67K | 3.33% | 0 | 0.0% | Unchanged | 0% |
| 12 | EBAY Ebay Inc | Technology | 6,451 | $686.39K | 3.22% | 0 | 0.0% | Unchanged | 0% |
| 13 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 8,477 | $621.62K | 2.92% | -2,613 | -23.6% | Reduced | 0% |
| 14 | AMZN Amazon Com Inc | Consumer Discretionary | 2,264 | $569.44K | 2.67% | 0 | 0.0% | Unchanged | 0% |
| 15 | UNH Unitedhealth Group Inc | Healthcare | 1,387 | $515.83K | 2.42% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Wealth.
As of its Q3 2026 13F filing, Wealth Group Ltd’s five largest positions were Apple Inc. (AAPL) at 11.4%, Nvidia Corp (NVDA) at 8.4%, Clearfield, Inc. (CLFD) at 7.4%, 3M Co (MMM) at 7.1%, Marvell Technology, Inc. (MRVL) at 5.9% of the reported portfolio.
Wealth Group Ltd reported a 13F portfolio worth $21.31M across 32 positions for Q3 2026. That is up 7.5% from the previous quarter.
Its largest purchases by value were iShares Bitcoin Trust ETF ($564.79K), 3M Co ($376.56K), Microsoft Corp ($304.70K). It opened 3 new positions.
Its largest sales by value were Nvidia Corp ($958.32K), Marvell Technology, Inc. ($608.49K), Fidelity Wise Origin Bitcoin Fund ($191.61K). It exited 0 positions entirely.
From the Form 13F-HR reports Wealth Group Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.