Wealth Group, Ltd.
13F holdings for Q2 2026 · RALEIGH, NC · filed July 21, 2026
Wealth Group, Ltd. reported $401M in 13F securities across 106 holdings for Q2 2026, in a Form 13F filed July 21, 2026. The largest positions were AAPL (14.8%), GOOGL (6.8%), AMZN (6.0%). Reported value rose 273.8% from the quarter before. It opened 30 new positions, added to 72, trimmed 4 and sold out of 12.
- 13F value Q2 2026
- $401M
- Holdings
- 106
- Change vs prior quarter
- +273.8%
- Rank by 13F value
- #4,441
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| AAPL Apple Inc. | $59.2M | 14.8% | 204,571 | +314.3% | Added |
| GOOGL Alphabet Inc. | $27.3M | 6.8% | 76,506 | +296.2% | Added |
| AMZN Amazon.com Inc. | $24.2M | 6.0% | 101,352 | +372.1% | Added |
| NVDA NVIDIA Corporation | $20.9M | 5.2% | 104,675 | +252.4% | Added |
| CAT Caterpillar Inc. | $20.3M | 5.1% | 19,039 | +237.9% | Added |
| WMT Walmart Inc. | $17.8M | 4.4% | 157,447 | +235.9% | Added |
| MSFT Microsoft Corporation | $15.9M | 4.0% | 42,602 | +305.5% | Added |
| MA Mastercard Incorporated | $9.3M | 2.3% | 18,038 | +266.2% | Added |
| CMI Cummins Inc. | $8.8M | 2.2% | 12,287 | +260.4% | Added |
| META Meta Platforms Inc. | $7.4M | 1.9% | 13,211 | +197.0% | Added |
| COST Costco Wholesale Corporation | $6.5M | 1.6% | 6,943 | +216.2% | Added |
| CVX Chevron Corporation | $6.4M | 1.6% | 38,443 | +114.2% | Added |
| LLY Eli Lilly and Company | $6.2M | 1.6% | 5,192 | +215.8% | Added |
| AMGN Amgen Inc. | $6.1M | 1.5% | 16,942 | +297.0% | Added |
| JNJ Johnson & Johnson | $6.1M | 1.5% | 23,841 | +355.0% | Added |
| AVGO Broadcom Inc. | $5.8M | 1.5% | 15,435 | +228.4% | Added |
| V Visa Inc. | $5.7M | 1.4% | 16,663 | +470.5% | Added |
| PH Parker-Hannifin Corporation | $5.7M | 1.4% | 5,810 | +170.5% | Added |
| MCD McDonald's Corporation | $5.5M | 1.4% | 20,476 | +222.5% | Added |
| ADP Automatic Data Processing Inc. | $5.2M | 1.3% | 23,421 | +314.8% | Added |
| DUK Duke Energy Corporation (Holding Company) | $5.2M | 1.3% | 40,921 | +60.0% | Added |
| LOW Lowe's Companies Inc. | $4.9M | 1.2% | 22,434 | +415.1% | Added |
| KO Coca-Cola Company | $4.9M | 1.2% | 60,500 | +211.5% | Added |
| AMD Advanced Micro Devices Inc. | $4.6M | 1.1% | 7,834 | +452.1% | Added |
| BRK.B Berkshire Hathaway Inc. | $4.5M | 1.1% | 8,970 | +278.3% | Added |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $401M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- AAPL Apple Inc. Added+$44.9M
- GOOGL Alphabet Inc. Added+$20.4M
- AMZN Amazon.com Inc. Added+$19.0M
- NVDA NVIDIA Corporation Added+$15.0M
- CAT Caterpillar Inc. Added+$14.3M
- WMT Walmart Inc. Added+$12.5M
- MSFT Microsoft Corporation Added+$12.0M
- MA Mastercard Incorporated Added+$6.7M
- CMI Cummins Inc. Added+$6.3M
- META Meta Platforms Inc. Added+$4.9M
Biggest sells in Q2 2026
- RY Royal Bank Of Canada Trimmed-$530K
- Exxon Mobil Corp Trimmed-$440K
- BLDR Builders FirstSource Inc. Sold out-$358K
- TSM Taiwan Semiconductor Manufacturing Company Ltd. Sold out-$300K
- MDLZ Mondelez International Inc. Sold out-$255K
- ENB Enbridge Inc Sold out-$253K
- ITIC Investors Title Company Sold out-$229K
- URI United Rentals Inc. Sold out-$219K
- TMO Thermo Fisher Scientific Inc Sold out-$216K
- Asml HLDG NV N Y Registry SHS Sold out-$209K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 30 new, 72 added, 4 trimmed, 12 sold out.
Sector mix
- Technology43.0%
- Consumer Discretionary23.5%
- Industrials13.4%
- Health Care7.9%
- Finance2.6%
- Consumer Staples2.5%
- Energy1.8%
- Utilities1.4%
- Funds and other1.3%
- Not listed with us1.1%
- Telecommunications1.1%
- Real Estate0.5%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| HD Home Depot Inc. | $4.5M | 1.1% | 12,656 | +156.2% | Added |
| PG Procter & Gamble Company | $4.0M | 1.0% | 27,549 | +128.8% | Added |
| LMT Lockheed Martin Corporation | $3.8M | 1.0% | 7,478 | +223.2% | Added |
| CSCO Cisco Systems Inc. | $3.8M | 0.9% | 32,251 | +549.6% | Added |
| ORCL Oracle Corporation | $3.5M | 0.9% | 23,943 | +1000% | Added |
| DE Deere & Company | $3.2M | 0.8% | 5,114 | +322.6% | Added |
| QCOM QUALCOMM Incorporated | $3.2M | 0.8% | 17,238 | +160.5% | Added |
| GEV GE Vernova Inc. | $3.1M | 0.8% | 2,678 | +73.3% | Added |
| ABBV AbbVie Inc. | $3.0M | 0.8% | 12,050 | +205.1% | Added |
| PEP PepsiCo Inc. | $2.9M | 0.7% | 21,568 | +163.3% | Added |
| LRCX Lam Research Corporation | $2.9M | 0.7% | 6,730 | +6.0% | Added |
| IBM International Business Machines Corporation | $2.9M | 0.7% | 10,161 | +279.9% | Added |
| GOOG Alphabet Inc. | $2.7M | 0.7% | 7,760 | +441.9% | Added |
| RTX RTX Corporation | $2.7M | 0.7% | 14,264 | +385.5% | Added |
| JPM JP Morgan Chase & Co. | $2.7M | 0.7% | 8,232 | +81.1% | Added |
| MMM 3M Company | $2.4M | 0.6% | 14,663 | +186.4% | Added |
| Eaton Corp PLC SHS | $2.2M | 0.5% | 5,106 | +148.6% | Added |
| EQIX Equinix Inc. | $2.1M | 0.5% | 1,971 | New | New |
| AMAT Applied Materials Inc. | $2.0M | 0.5% | 2,810 | +32.1% | Added |
| TXN Texas Instruments Incorporated | $2.0M | 0.5% | 6,599 | +475.8% | Added |
| FDX FedEx Corporation | $1.9M | 0.5% | 6,144 | +369.0% | Added |
| NVS Novartis AG | $1.9M | 0.5% | 12,234 | +456.1% | Added |
| HSY The Hershey Company | $1.8M | 0.4% | 10,254 | +131.7% | Added |
| ITW Illinois Tool Works Inc. | $1.7M | 0.4% | 6,452 | +196.2% | Added |
| TFC Truist Financial Corporation | $1.7M | 0.4% | 34,065 | +74.7% | Added |
Showing the 50 largest of 106 share positions. The full filing on SEC EDGAR
Questions about Wealth Group, Ltd.
- What does Wealth Group, Ltd. own?
- In its Form 13F for Q2 2026, Wealth Group, Ltd. reported 106 holdings worth $401M. The five largest were AAPL, GOOGL, AMZN, NVDA, CAT.
- What did Wealth Group, Ltd. buy and sell in Q2 2026?
- Wealth Group, Ltd. opened 30 new positions, added to 72, trimmed 4 and sold out of 12 compared with the quarter before.
- When did Wealth Group, Ltd. file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed July 21, 2026.
From Form 13F filed by Wealth Group, Ltd. (SEC CIK 0002013988) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds