account_balance
Investment manager · 13F filer · SEC CIK 2013988
Wealth Group, Ltd.
Reported value$118Mas of Sep 30, 2026
Positions91 16 new, 31 sold out
Top 10 weight48.8%AAPL alone is 14%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
13.7%Trimmed −76%
GOOGLAlphabet Inc.
5.6%Trimmed −75%
AMZNAmazon.com Inc
4.7%Trimmed −78%
NVDANVIDIA Corp
4.7%Trimmed −77%
MSFTMicrosoft Corp
4.5%Trimmed −76%
WMTWalmart Inc.
4.1%Trimmed −71%
CATCaterpillar Inc
3.8%Trimmed −71%
CVXChevron Corp
3.0%Trimmed −55%
DUKDuke Energy CORP
2.4%−38%
MAMastercard Inc
2.3%−73%
LRCXLam Research Corp
1.8%−6%
PHParker-Hannifin Corp
1.7%−64%
AAPLApple Inc.
13.7%Trimmed −76%
GOOGLAlphabet Inc.
5.6%
AMZNAmazon.com Inc
4.7%
NVDANVIDIA Corp
4.7%
MSFTMicrosoft Corp
4.5%−76%
WMTWalmart Inc.
4.1%−71%
CATCaterpillar Inc
3.8%
CVX3.0%DUK2.4%MA2.3%LRCXPH1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 13.7% Trimmed −76%GOOGL Alphabet Inc. 5.6% Trimmed −75%AMZN Amazon.com Inc 4.7% Trimmed −78%NVDA NVIDIA Corp 4.7% Trimmed −77%MSFT Microsoft Corp 4.5% Trimmed −76%WMT Walmart Inc. 4.1% Trimmed −71%CAT Caterpillar Inc 3.8% Trimmed −71%CVX Chevron Corp 3.0% Trimmed −55%DUK Duke Energy CORP 2.4% Trimmed −38%MA Mastercard Inc 2.3% Trimmed −73%LRCX Lam Research Corp 1.8% Trimmed −6%PH Parker-Hannifin Corp 1.7% Trimmed −64%
What changed
Biggest moves since Jun 30, 2026
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