Wealth Group, Ltd.
Wealth Group, Ltd. reported 106 positions worth $400.7K as of June 30, 2026 (13F filed July 21, 2026). Largest holding: AAPL (14.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $59.2K | 14.77% | 204,571 | — | — | |
| ▸ 2 | GOOGL | SH | $27.3K | 6.82% | 76,506 | — | — | |
| ▸ 3 | AMZN | SH | $24.2K | 6.03% | 101,352 | — | — | |
| ▸ 4 | NVDA | SH | $20.9K | 5.23% | 104,675 | — | — | |
| ▸ 5 | CAT | SH | $20.3K | 5.06% | 19,039 | — | — | |
| ▸ 6 | WMT | SH | $17.8K | 4.45% | 157,447 | — | — | |
| ▸ 7 | MSFT | SH | $15.9K | 3.97% | 42,602 | — | — | |
| ▸ 8 | MA | SH | $9.3K | 2.31% | 18,038 | — | — | |
| ▸ 9 | CMI | SH | $8.8K | 2.19% | 12,287 | — | — | |
| ▸ 10 | META | SH | $7.4K | 1.86% | 13,211 | — | — |
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Frequently Asked Questions
What stocks does Wealth Group, Ltd. hold as of Q2 2026?
Wealth Group, Ltd. reported 106 positions worth $400.7K in its Q2 2026 13F filing. Largest positions: AAPL (14.8%), GOOGL (6.8%), AMZN (6.0%), NVDA (5.2%) and CAT (5.1%).
What did Wealth Group, Ltd. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Group, Ltd. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.