ADG Wealth Management Group, LLC
ADG Wealth Management Group, LLC reported 41 holdings worth US$158M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
ADG Wealth Management Group, LLC reported 41 holdings worth US$158M as of Jun 30, 2026. Largest: Apple Inc, Chevron Corporation and Alphabet Inc (google) Class C. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 41
- Value as reported
- US$158M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 5,388 | US$1.56M | 0.99% |
| Chevron Corporation | 8,111 | US$1.34M | 0.85% |
| Alphabet Inc (google) Class C | 1,642 | US$587K | 0.37% |
| Jp Morgan Chase & Co. | 1,735 | US$568K | 0.36% |
| Berkshire Hathaway Inc. | 835 | US$418K | 0.27% |
| Microsoft Corp. | 979 | US$365K | 0.23% |
| Amazon.com, Inc. | 1,528 | US$364K | 0.23% |
| Nvidia Corporation | 1,345 | US$269K | 0.17% |
| Textron Inc. | 2,698 | US$247K | 0.16% |
| Meta Platforms, Inc. | 381 | US$215K | 0.14% |
| Recursion Pharmaceuticals, Inc. | 10,479 | US$38,457 | 0.02% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Butterfly Network, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |