Wealth Group, Ltd. reported 88 positions worth $107.20M for the quarter ended Mar 31, 2026. Its largest holding is Apple Inc. at 11.7% 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.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 49.4K | $12.53M | 11.69% | – | – | – | 0% |
| 2 | WMT Walmart Inc. | Consumer Staples | 46.9K | $5.83M | 5.43% | – | – | – | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 19.3K | $5.55M | 5.18% | – | – | – | 0% |
| 4 | NVDA Nvidia Corp | Technology | 29.7K | $5.18M | 4.83% | – | – | – | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 21.5K | $4.47M | 4.17% | – | – | – | 0% |
| 6 | CAT Caterpillar Inc | Industrials | 5,634 | $3.99M | 3.72% | – | – | – | 0% |
| 7 | MSFT Microsoft Corp | Technology | 10.5K | $3.89M | 3.63% | – | – | – | 0% |
| 8 | CVX Chevron Corp | Energy | 17.9K | $3.71M | 3.46% | – | – | – | 0% |
| 9 | DUK Duke Energy CORP | Utilities | 25.6K | $3.35M | 3.12% | – | – | – | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 4,448 | $2.55M | 2.37% | – | – | – | 0% |
| 11 | MA Mastercard Inc | Financial Services | 4,926 | $2.46M | 2.3% | – | – | – | 0% |
| 12 | COST Costco Wholesale Corp | Consumer Staples | 2,196 | $2.19M | 2.04% | – | – | – | 0% |
| 13 | MCD Mcdonalds Corp | Consumer Discretionary | 6,349 | $1.97M | 1.84% | – | – | – | 0% |
| 14 | PH Parker-Hannifin Corp | Industrials | 2,148 | $1.92M | 1.79% | – | – | – | 0% |
| 15 | CMI Cummins Inc | Industrials | 3,409 | $1.83M | 1.71% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Wealth.
As of its Q1 2026 13F filing, Wealth Group, Ltd.’s five largest positions were Apple Inc. (AAPL) at 11.7%, Walmart Inc. (WMT) at 5.4%, Alphabet Inc. (GOOGL) at 5.2%, Nvidia Corp (NVDA) at 4.8%, Amazon Com Inc (AMZN) at 4.2% of the reported portfolio.
Wealth Group, Ltd. reported a 13F portfolio worth $107.20M across 88 positions for Q1 2026.
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.