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Wealth Group, Ltd.

Q2 2026 13F Holdings

  • Location
    raleigh, NC
  • Num holdings

    106

  • Value ($000)

    $401

  • Date Filed
    07/21/2026
  • Form type
    13F-HR
  • CIK
    0002013988
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

Apple Computer

COM
037833100
$59.2K
15 %

204,571

G
GOOGL

Alphabet Cl A

CAP STK CL A
02079K305
$27.34K
7 %

76,506

A
AMZN

Amazon.com

COM
023135106
$24.16K
6 %

101,352

N
NVDA

Nvidia Corp.

COM
67066G104
$20.94K
5 %

104,675

C
CAT

Caterpillar

COM
149123101
$20.28K
5 %

19,039

W
WMT

Wal-Mart Stores Inc.

COM
931142103
$17.83K
4 %

157,447

M
MSFT

Microsoft

COM
594918104
$15.89K
4 %

42,602

M
MA

Mastercard Inc Cl A

CL A
57636Q104
$9.26K
2 %

18,038

C
CMI

Cummins Inc.

COM
231021106
$8.76K
2 %

12,287

M
META

Meta Platforms A

CL A
30303M102
$7.44K
2 %

13,211

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