Wealth Group, Ltd.

CIK: 0002013988SEC EDGAR →

Portfolio Value

$102.6M

Holdings

84

As of

Q4 2025

New Positions

5

Closed Positions

10

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

49,089$13.3M
13.01%
2

ALPHABET INC

18,887$5.9M
5.76%
3

NVIDIA CORPORATION

29,451$5.5M
5.35%
4

WALMART INC

45,778$5.1M
4.97%
5

MICROSOFT CORP

10,155$4.9M
4.79%
6

AMAZON COM INC

20,608$4.8M
4.64%
7

DUKE ENERGY CORP NEW

23,736$2.8M
2.71%
8

CHEVRON CORP NEW

17,409$2.7M
2.59%
9

MCDONALDS CORP

6,358$1.9M
1.89%
10

BROADCOM INC

4,590$1.6M
1.55%

Quarterly Changes

Top Buys

BRK/B↑ Increased
$1.1M
LLY↑ Increased
$823K
TSMNEW
$270K
NFLX↑ Increased
$269K
AMDNEW
$250K

Top Sells

META↓ Decreased
$3.1M
AAPL↓ Decreased
$2.9M
MA↓ Decreased
$2.8M
TFC↓ Decreased
$2.5M
GOOGL↓ Decreased
$2.4M

New Positions (5)

$270K · 888 shares
$250K · 1K shares
$225K · 479 shares
$223K · 1K shares
$201K · 2K shares

Closed Positions (10)

$246K · 1K shares
$245K · 8K shares
$228K · 8K shares
$223K · 8K shares
$221K · 2K shares
$217K · 3K shares
$216K · 484 shares
$212K · 890 shares
$207K · 2K shares
$40K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Technology17$32.0M37.2%
Consumer Cyclical10$11.1M12.9%
Consumer Defensive7$9.7M11.3%
Industrials16$7.4M8.6%
Communication Services4$6.9M8.0%
Financial Services10$5.6M6.5%
Healthcare9$4.1M4.7%
Utilities2$3.6M4.2%
Energy3$3.2M3.8%
Unknown4$1.6M1.9%
Basic Materials2$913K1.1%