§ 13F · FUND PROFILE
Wealth Group, Ltd..
AUM · $401K (13F)Positions · 106Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Computer | 205K | $59K | 14.8% | +314% |
| 2 | GOOGL | Alphabet Cl A | 77K | $27K | 6.8% | +296% |
| 3 | AMZN | Amazon.com | 101K | $24K | 6.0% | +372% |
| 4 | NVDA | Nvidia Corp. | 105K | $21K | 5.2% | +252% |
| 5 | CAT | Caterpillar | 19K | $20K | 5.1% | +238% |
| 6 | WMT | Wal-Mart Stores Inc. | 157K | $18K | 4.4% | +236% |
| 7 | MSFT | Microsoft | 43K | $16K | 4.0% | +306% |
| 8 | MA | Mastercard Inc Cl A | 18K | $9K | 2.3% | +266% |
| 9 | CMI | Cummins Inc. | 12K | $9K | 2.2% | +260% |
| 10 | META | Meta Platforms A | 13K | $7K | 1.9% | +197% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Group, Ltd. is a Other fund managing $401 thousand in assets. The fund runs a portfolio of 106 positions.
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