DOSSIER · 13F-HR · Q1 2026

Wealth Group, Ltd.

$107M in tracked AUM across 88 positions as of Q1 2026.

WG
CIK 0002013988 · last filed Mar 31, 2026
Total AUM
$107M
as of Q1 2026
Holdings
88
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Wealth Group, Ltd. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$13M49K11.7%
02
WMT
WALMART INC
$6M47K5.4%
03
GOOGL
ALPHABET INC
$6M19K5.2%
04
NVDA
NVIDIA CORPORATION
$5M30K4.8%
05
AMZN
AMAZON COM INC
$4M21K4.2%
06
CAT
CATERPILLAR INC
$4M6K3.7%
07
MSFT
MICROSOFT CORP
$4M11K3.6%
08
CVX
CHEVRON CORP NEW
$4M18K3.5%
09
DUK
DUKE ENERGY CORP NEW
$3M26K3.1%
10
META
META PLATFORMS INC
$3M4K2.4%

Filing history

2026Q1Mar 31
$107M 4.5%
88 positionsView →
2025Q4Dec 31
$103M 1.8%
84 positionsView →
2025Q2Jun 30
$101M 87.5%
89 positionsLocked
2025Q1Mar 31
$54M 65.2%
67 positionsLocked
2024Q4Dec 31
$155M 51.9%
160 positionsLocked
2024Q3Sep 30
$322M 130.8%
107 positionsLocked
2024Q2Jun 30
$139M 5.2%
147 positionsLocked
2024Q1Mar 31
$132M
148 positionsLocked