§ 13F · FUND PROFILE
Wealth Group, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $101K (13F)Positions · 89Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 49K | $13K | 11.7% | +1% |
| 2 | WMT | WALMART INC | 47K | $6K | 5.4% | +2% |
| 3 | GOOGL | ALPHABET INC | 19K | $6K | 5.2% | +2% |
| 4 | NVDA | NVIDIA CORPORATION | 30K | $5K | 4.8% | +1% |
| 5 | AMZN | AMAZON COM INC | 21K | $4K | 4.2% | +4% |
| 6 | CAT | CATERPILLAR INC | 6K | $4K | 3.7% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 11K | $4K | 3.6% | +3% |
| 8 | CVX | CHEVRON CORP NEW | 18K | $4K | 3.5% | +3% |
| 9 | DUK | DUKE ENERGY CORP NEW | 26K | $3K | 3.1% | +8% |
| 10 | META | META PLATFORMS INC | 4K | $3K | 2.4% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Group, Ltd. is a Other fund managing $101 thousand in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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