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Livermore
Livermore
ZHEN

Wealth Group, Ltd.

SEC CIK
0002013988
Latest filing
Jul 21, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 21, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
106
+18 vs. Q1 2026
Portfolio value
$400.7M
+$293.5M (+273.8%) vs. Q1 2026
Filed
Jul 21, 2026
SEC
Holdings of Wealth Group, Ltd. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
WMTWalmart Inc.Stock157,447$17.8M4.4%+110,577+235.9%AddedHistory
CATCaterpillar IncStock19,039$20.3M5.1%+13,405+237.9%AddedHistory
NVDANVIDIA CorpStock104,675$20.9M5.2%+74,969+252.4%AddedHistory
AMZNAmazon Com IncStock101,352$24.2M6.0%+79,884+372.1%AddedHistory
GOOGLAlphabet Inc.Stock76,506$27.3M6.8%+57,194+296.2%AddedHistory
AAPLApple Inc.Stock204,571$59.2M14.8%+155,198+314.3%AddedHistory

Sold out since Q1 2026 (12)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Wealth Group, Ltd. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
BLDRBuilders FirstSource, Inc.Stock4,350$358.0K0.3%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR888$300.0K0.3%History
MDLZMondelez International, Inc.Stock4,429$255.0K0.2%History
ENBEnbridge IncStock4,682$253.0K0.2%History
ITICInvestors Title CoCOM1,054$229.0K0.2%History
URIUnited Rentals, Inc.COM300$219.0K0.2%History
TMOThermo Fisher Scientific Inc.Stock439$216.0K0.2%History
ASMLASML Holding NVADR158$209.0K0.2%History
HWMHowmet Aerospace Inc.Stock904$208.0K0.2%History
ADIAnalog Devices IncStock650$207.0K0.2%History
CHRSCoherus Oncology, Inc.COM14,195$24.0K<0.1%History
PDSBPDS Biotechnology CorpCOM13,399$8.00K<0.1%History