Wealth Group, Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Wealth Group, Ltd. reported 84 stock positions worth $102.6 million. Its top holding was Apple (AAPL) at 13.0% of the portfolio, followed by Alphabet Class A (GOOGL, 5.8%) and Nvidia (NVDA, 5.4%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0002013988
- Portfolio Value
- $102.6M (Q4 2025)
- SEC Filing
- 0002013988-26-000001 ↗ filed Jan 22, 2026
Holdings Value
Holdings 84 stocks · $102.6M
| AAPL Apple Inc. | 13.01% | 49,089 | $13.3M | — |
| GOOGL Alphabet Inc. Class A | 5.76% | 18,887 | $5.9M | — |
| NVDA Nvidia Corp. | 5.35% | 29,451 | $5.5M | — |
| WMT Walmart Inc. | 4.97% | 45,778 | $5.1M | — |
| MSFT Microsoft Corp. | 4.79% | 10,155 | $4.9M | — |
| AMZN Amazon.com Inc. | 4.64% | 20,608 | $4.8M | — |
| CAT Caterpillar Inc. | 3.15% | 5,633 | $3.2M | — |
| MA Mastercard Inc. Class A | 2.74% | 4,925 | $2.8M | — |
| DUK Duke Energy Corp. | 2.71% | 23,736 | $2.8M | — |
| META Meta Platforms Inc. Class A | 2.61% | 4,061 | $2.7M | — |
| CVX Chevron Corp. | 2.59% | 17,409 | $2.7M | — |
| MCD McDonald's Corp. | 1.89% | 6,358 | $1.9M | — |
| PH Parker Hannifin Corp. | 1.85% | 2,160 | $1.9M | — |
| CMI Cummins Inc. | 1.70% | 3,409 | $1.7M | — |
| AVGO Broadcom Inc. | 1.55% | 4,590 | $1.6M | — |
| COST Costco Wholesale Corp. | 1.55% | 1,840 | $1.6M | — |
| HD Home Depot Inc. | 1.45% | 4,319 | $1.5M | — |
| AMGN Amgen Inc. | 1.36% | 4,267 | $1.4M | — |
| JPM JPMorgan Chase & Co. | 1.32% | 4,215 | $1.4M | — |
| LLY Eli Lilly & Co. | 1.29% | 1,229 | $1.3M | — |
| PG The Procter & Gamble Co. | 1.23% | 8,806 | $1.3M | — |
| KO The Coca-Cola Co. | 1.20% | 17,663 | $1.2M | — |
| ADP Automatic Data Processing | 1.18% | 2,713 | $1.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 2,371 | $1.2M | — |
| LMT Lockheed Martin Corp. | 1.10% | 2,339 | $1.1M | — |
| PM Philip Morris International | 1.07% | 6,831 | $1.1M | — |
| QCOM Qualcomm Inc. | 1.06% | 6,366 | $1.1M | — |
| LRCX Lam Research Corp. | 1.06% | 6,350 | $1.1M | — |
| PEP Pepsico Inc. | 1.05% | 7,533 | $1.1M | — |
| LOW Lowe's Cos Inc. | 1.02% | 4,355 | $1.1M | — |
| JNJ Johnson & Johnson | 0.95% | 4,721 | $977K | — |
| V Visa Inc. Class A | 0.94% | 2,752 | $965K | — |
| TFC Truist Financial Corp. | 0.92% | 19,218 | $946K | — |
| GEV GE Vernova Inc. | 0.84% | 1,320 | $863K | — |
| ABBV Abbvie Inc. | 0.83% | 3,734 | $853K | — |
| HSY The Hershey Co. | 0.78% | 4,425 | $805K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.77% | 2,675 | $792K | — |
| MMM 3M Co. | 0.71% | 4,569 | $731K | — |
| ETN Eaton Corp. PLC | 0.68% | 2,203 | $702K | — |
| RY Royal Bank of Canada | 0.66% | 3,943 | $672K | — |
| ADBE Adobe Inc. | 0.59% | 1,736 | $608K | — |
| DE Deere & Co. | 0.55% | 1,210 | $563K | — |
| RTX RTX Corp. | 0.53% | 2,937 | $539K | — |
| AMAT Applied Materials Inc. | 0.52% | 2,077 | $534K | — |
| NUE Nucor Corp. | 0.51% | 3,230 | $527K | — |
| NFLX Netflix Inc. | 0.51% | 5,590 | $524K | — |
| ITW Illinois Tool Works | 0.50% | 2,066 | $509K | — |
| AXP American Express Co. | 0.46% | 1,287 | $476K | — |
| TM Toyota Motor Corp. -Spon ADR | 0.46% | 2,205 | $472K | — |
| GOOG Alphabet Inc. Class C | 0.44% | 1,432 | $449K | — |
| UBER Uber Technologies Inc. | 0.41% | 5,202 | $425K | — |
| ORCL Oracle Corp. | 0.41% | 2,177 | $424K | — |
| BLDR Builders Firstsource Inc. | 0.41% | 4,050 | $417K | — |
| UNP Union Pacific Corp. | 0.39% | 1,707 | $395K | — |
| SHW The Sherwin-Williams Co. | 0.38% | 1,191 | $386K | — |
| SCHW Schwab (charles) Corp. | 0.38% | 3,852 | $385K | — |
| CSCO Cisco Systems Inc. | 0.37% | 4,965 | $382K | — |
| PANW Palo Alto Networks Inc. | 0.36% | 2,030 | $374K | — |
| XOM Exxon Mobil Corp. | 0.35% | 2,961 | $356K | — |
| FDX FedEx Corp. | 0.34% | 1,190 | $344K | — |
| TSLA Tesla Inc. | 0.33% | 761 | $342K | — |
| NSC Norfolk Southern Corp. | 0.31% | 1,100 | $318K | — |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.30% | 3,000 | $307K | — |
| NVS Novartis AG-Sponsored ADR | 0.30% | 2,200 | $303K | — |
| MAR Marriott International Class A | 0.29% | 975 | $302K | — |
| VEEV Veeva Systems Inc. Class A | 0.29% | 1,328 | $296K | — |
| EMR Emerson Electric Co. | 0.28% | 2,145 | $285K | — |
| MRK Merck & Co. Inc. | 0.27% | 2,667 | $281K | — |
| CMG Chipotle Mexican Grill Inc. | 0.27% | 7,510 | $278K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 888 | $270K | — |
| ITIC Investors Title Co. | 0.26% | 1,054 | $263K | — |
| AMD Advanced Micro Devices | 0.24% | 1,169 | $250K | — |
| SYK Stryker Corp. | 0.24% | 695 | $244K | — |
| MDLZ Mondelez International Inc. Class A | 0.23% | 4,482 | $241K | — |
| TGT Target Corp. | 0.22% | 2,341 | $229K | — |
| SBUX Starbucks Corp. | 0.22% | 2,703 | $228K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 479 | $225K | — |
| ENB Enbridge Inc. | 0.22% | 4,682 | $224K | — |
| BA The Boeing Co. | 0.22% | 1,025 | $223K | — |
| NKE Nike Inc. Class B | 0.21% | 3,422 | $218K | — |
| INTU Intuit Inc. | 0.21% | 323 | $214K | — |
| AFL Aflac Inc. | 0.20% | 1,821 | $201K | — |
| CHRS Coherus Oncology Inc. | 0.02% | 14,195 | $20K | — |
| PDSB PDS Biotechnology Corp. | 0.01% | 13,399 | $10K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 106 | $400.7M | AAPL, GOOGL, AMZN, NVDA, CAT |
| Q1 2026 | 88 | $107.2M | AAPL, WMT, GOOGL, NVDA, AMZN |
| Q4 2025 | 84 | $102.6M | AAPL, GOOGL, NVDA, WMT, MSFT |
| Q2 2025 | 89 | $100.8M | AAPL, MSFT, NVDA, AMZN, WMT |
| Q1 2025 | 157 | $154.3M | AAPL, MSFT, AMZN, TJX, WMT |
| Q4 2024 | 160 | $154.6M | AAPL, MSFT, NVDA, TJX, AMZN |
| Q3 2024Amended | 152 | $149.0M | AAPL, MSFT, TJX, NVDA, WMT |
| Q2 2024 | 147 | $139.4M | AAPL, MSFT, NVDA, GOOGL, TJX |
| Q1 2024 | 148 | $132.5M | AAPL, MSFT, TJX, GOOGL, AMZN |