Wealth Group, Ltd.

Est. AUM

$107.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$12.5M	49373	11.69%	SOLE
2	WALMART INC	COM	$5.8M	46870	5.43%	SOLE
3	ALPHABET INC	CAP STK CL A	$5.6M	19312	5.18%	SOLE
4	NVIDIA CORPORATION	COM	$5.2M	29706	4.83%	SOLE
5	AMAZON COM INC	COM	$4.5M	21468	4.17%	SOLE
6	CATERPILLAR INC	COM	$4.0M	5634	3.72%	SOLE
7	MICROSOFT CORP	COM	$3.9M	10506	3.63%	SOLE
8	CHEVRON CORP NEW	COM	$3.7M	17946	3.46%	SOLE
9	DUKE ENERGY CORP NEW	COM NEW	$3.3M	25569	3.12%	SOLE
10	META PLATFORMS INC	CL A	$2.5M	4448	2.37%	SOLE
11	MASTERCARD INCORPORATED	CL A	$2.5M	4926	2.30%	SOLE
12	COSTCO WHSL CORP NEW	COM	$2.2M	2196	2.04%	SOLE
13	MCDONALDS CORP	COM	$2.0M	6349	1.84%	SOLE
14	PARKER HANNIFIN	COM	$1.9M	2148	1.79%	SOLE
15	CUMMINS INC	COM	$1.8M	3409	1.71%	SOLE
16	PROCTER AND GAMBLE CO	COM	$1.7M	12041	1.62%	SOLE
17	HOME DEPOT INC	COM	$1.6M	4939	1.51%	SOLE
18	ELI LILLY & CO	COM	$1.5M	1644	1.41%	SOLE
19	AMGEN INC	COM	$1.5M	4267	1.40%	SOLE
20	COCA COLA CO	COM	$1.5M	19425	1.38%	SOLE
21	BROADCOM INC	COM	$1.5M	4700	1.36%	SOLE
22	LOCKHEED MARTIN CORP	COM	$1.4M	2314	1.31%	SOLE
23	LAM RESEARCH CORP	COM NEW	$1.4M	6350	1.27%	SOLE
24	GE VERNOVA INC	COM	$1.3M	1545	1.26%	SOLE
25	JPMORGAN CHASE & CO	COM	$1.3M	4546	1.25%	SOLE
26	JOHNSON & JOHNSON	COM	$1.3M	5240	1.19%	SOLE
27	PEPSICO INC	COM	$1.3M	8192	1.19%	SOLE
28	AUTOMATIC DATA PROCESSING IN	COM	$1.1M	5647	1.07%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2371	1.06%	SOLE
30	PHILIP MORRIS INTL INC	COM	$1.1M	6832	1.05%	SOLE
31	LOWES COS INC	COM	$1.0M	4355	0.96%	SOLE
32	EXXON MOBIL CORP	COM	$936K	5515	0.87%	SOLE
33	HERSHEY CO	COM	$920K	4425	0.86%	SOLE
34	TRUIST FINL CORP	COM	$896K	19500	0.84%	SOLE
35	VISA INC	CL A COM	$883K	2921	0.82%	SOLE
36	ABBVIE INC	COM	$859K	3949	0.80%	SOLE
37	QUALCOMM INC	COM	$852K	6617	0.79%	SOLE
38	3M CO	COM	$743K	5119	0.69%	SOLE
39	EATON CORP PLC	SHS	$735K	2054	0.69%	SOLE
40	APPLIED MATLS INC	COM	$727K	2127	0.68%	SOLE
41	DEERE & CO	COM	$682K	1210	0.64%	SOLE
42	INTERNATION BUSINESS MACHS	COM	$648K	2675	0.60%	SOLE
43	ROYAL BK CDA	COM	$638K	3943	0.60%	SOLE
44	RTX CORPORATION	COM	$567K	2938	0.53%	SOLE
45	ILLINOIS TOOL WKS INC	COM	$567K	2178	0.53%	SOLE
46	STARBUCKS CORP	COM	$556K	6205	0.52%	SOLE
47	NUCOR CORP	COM	$546K	3230	0.51%	SOLE
48	NETFLIX INC	COM	$537K	5580	0.50%	SOLE
49	BOEING	COM	$483K	2425	0.45%	SOLE
50	FEDEX CORP	COM	$467K	1310	0.44%	SOLE

1–50 of 88

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.