Wealth Group, Ltd.
- SEC CIK
- 0002013988
- Latest filing
- Jul 21, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 22, 2026. Long positions only.
- Positions
- 84
- No filing for Q3 2025
- Portfolio value
- $102.6M
- No filing for Q3 2025
Wealth Group, Ltd. did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PDSBPDS Biotechnology Corp | COM | 13,399 | $10.0K | <0.1% | – | – | History |
| CHRSCoherus Oncology, Inc. | COM | 14,195 | $20.0K | <0.1% | – | – | History |
| AFLAflac Inc | Stock | 1,821 | $201.0K | 0.2% | – | – | History |
| INTUIntuit Inc. | Stock | 323 | $214.0K | 0.2% | – | – | History |
| NKENIKE, Inc. | Stock | 3,422 | $218.0K | 0.2% | – | – | History |
| BABoeing Co | Stock | 1,025 | $223.0K | 0.2% | – | – | History |
| ENBEnbridge Inc | Stock | 4,682 | $224.0K | 0.2% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 479 | $225.0K | 0.2% | – | – | History |
| SBUXStarbucks Corp | Stock | 2,703 | $228.0K | 0.2% | – | – | History |
| TGTTarget Corp | Stock | 2,341 | $229.0K | 0.2% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 4,482 | $241.0K | 0.2% | – | – | History |
| SYKStryker Corp | Stock | 695 | $244.0K | 0.2% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,169 | $250.0K | 0.2% | – | – | History |
| ITICInvestors Title Co | COM | 1,054 | $263.0K | 0.3% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 888 | $270.0K | 0.3% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 7,510 | $278.0K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 2,667 | $281.0K | 0.3% | – | – | History |
| EMREmerson Electric Co | Stock | 2,145 | $285.0K | 0.3% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 1,328 | $296.0K | 0.3% | – | – | History |
| MARMarriott International Inc | Stock | 975 | $302.0K | 0.3% | – | – | History |
| NVSNovartis AG | ADR | 2,200 | $303.0K | 0.3% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 3,000 | $307.0K | 0.3% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 1,100 | $318.0K | 0.3% | – | – | History |
| TSLATesla, Inc. | Stock | 761 | $342.0K | 0.3% | – | – | History |
| FDXFedEx Corp | Stock | 1,190 | $344.0K | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 2,961 | $356.0K | 0.3% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 2,030 | $374.0K | 0.4% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 4,965 | $382.0K | 0.4% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 3,852 | $385.0K | 0.4% | – | – | History |
| SHWSherwin Williams Co | COM | 1,191 | $386.0K | 0.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,707 | $395.0K | 0.4% | – | – | History |
| BLDRBuilders FirstSource, Inc. | Stock | 4,050 | $417.0K | 0.4% | – | – | History |
| ORCLOracle Corp | Stock | 2,177 | $424.0K | 0.4% | – | – | History |
| UBERUber Technologies, Inc | Stock | 5,202 | $425.0K | 0.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,432 | $449.0K | 0.4% | – | – | History |
| TMToyota Motor Corp | ADS | 2,205 | $472.0K | 0.5% | – | – | History |
| AXPAmerican Express Co | Stock | 1,287 | $476.0K | 0.5% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 2,066 | $509.0K | 0.5% | – | – | History |
| NFLXNetflix Inc | Stock | 5,590 | $524.0K | 0.5% | – | – | History |
| NUENucor Corp | COM | 3,230 | $527.0K | 0.5% | – | – | History |
| AMATApplied Materials Inc | Stock | 2,077 | $534.0K | 0.5% | – | – | History |
| RTXRTX Corp | Stock | 2,937 | $539.0K | 0.5% | – | – | History |
| DEDeere & Co | Stock | 1,210 | $563.0K | 0.5% | – | – | History |
| ADBEAdobe Inc. | Stock | 1,736 | $608.0K | 0.6% | – | – | History |
| RYRoyal Bank of Canada | Stock | 3,943 | $672.0K | 0.7% | – | – | History |
| ETNEaton Corp plc | Stock | 2,203 | $702.0K | 0.7% | – | – | History |
| MMM3M Co | Stock | 4,569 | $731.0K | 0.7% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 2,675 | $792.0K | 0.8% | – | – | History |
| HSYHershey Co | COM | 4,425 | $805.0K | 0.8% | – | – | History |
| ABBVAbbVie Inc. | Stock | 3,734 | $853.0K | 0.8% | – | – | History |
| GEVGE Vernova Inc. | Stock | 1,320 | $863.0K | 0.8% | – | – | History |
| TFCTruist Financial Corp | COM | 19,218 | $946.0K | 0.9% | – | – | History |
| VVisa Inc. | Stock | 2,752 | $965.0K | 0.9% | – | – | History |
| JNJJohnson & Johnson | Stock | 4,721 | $977.0K | 1.0% | – | – | History |
| LOWLowes Companies Inc | Stock | 4,355 | $1.05M | 1.0% | – | – | History |
| PEPPepsiCo Inc | Stock | 7,533 | $1.08M | 1.1% | – | – | History |
| LRCXLam Research Corp | Stock | 6,350 | $1.09M | 1.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 6,366 | $1.09M | 1.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 6,831 | $1.10M | 1.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 2,339 | $1.13M | 1.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,371 | $1.19M | 1.2% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 2,713 | $1.21M | 1.2% | – | – | History |
| KOCoca Cola Co | Stock | 17,663 | $1.24M | 1.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 8,806 | $1.26M | 1.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,229 | $1.32M | 1.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 4,215 | $1.36M | 1.3% | – | – | History |
| AMGNAmgen Inc | Stock | 4,267 | $1.40M | 1.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 4,319 | $1.49M | 1.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,840 | $1.59M | 1.5% | – | – | History |
| AVGOBroadcom Inc. | Stock | 4,590 | $1.59M | 1.5% | – | – | History |
| CMICummins Inc | Stock | 3,409 | $1.74M | 1.7% | – | – | History |
| PHParker-Hannifin Corp | Stock | 2,160 | $1.90M | 1.9% | – | – | History |
| MCDMcDonalds Corp | Stock | 6,358 | $1.94M | 1.9% | – | – | History |
| CVXChevron Corp | Stock | 17,409 | $2.65M | 2.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 4,061 | $2.68M | 2.6% | – | – | History |
| DUKDuke Energy CORP | Stock | 23,736 | $2.78M | 2.7% | – | – | History |
| MAMastercard Inc | Stock | 4,925 | $2.81M | 2.7% | – | – | History |
| CATCaterpillar Inc | Stock | 5,633 | $3.23M | 3.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 20,608 | $4.76M | 4.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 10,155 | $4.91M | 4.8% | – | – | History |
| WMTWalmart Inc. | Stock | 45,778 | $5.10M | 5.0% | – | – | History |
| NVDANVIDIA Corp | Stock | 29,451 | $5.49M | 5.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 18,887 | $5.91M | 5.8% | – | – | History |
| AAPLApple Inc. | Stock | 49,089 | $13.3M | 13.0% | – | – | History |