§ 13F · FUND PROFILE
Wealth Group, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $100.8B (13F)Positions · 89Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$102.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 49K | $13.3B | 13.0% | NEW |
| 2 | GOOGL | ALPHABET INC | 19K | $5.9B | 5.8% | NEW |
| 3 | NVDA | NVIDIA CORPORATION | 29K | $5.5B | 5.4% | NEW |
| 4 | WMT | WALMART INC | 46K | $5.1B | 5.0% | NEW |
| 5 | MSFT | MICROSOFT CORP | 10K | $4.9B | 4.8% | NEW |
| 6 | AMZN | AMAZON COM INC | 21K | $4.8B | 4.6% | NEW |
| 7 | CAT | CATERPILLAR INC | 6K | $3.2B | 3.1% | NEW |
| 8 | MA | MASTERCARD INCORPORATED | 5K | $2.8B | 2.7% | NEW |
| 9 | DUK | DUKE ENERGY CORP NEW | 24K | $2.8B | 2.7% | NEW |
| 10 | META | META PLATFORMS INC | 4K | $2.7B | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Group, Ltd. is a Other fund managing $100.8 trillion in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed