Wealth Group Ltd
Wealth Group Ltd reported 95 holdings worth US$523M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Wealth Group Ltd reported 95 holdings worth US$523M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Clearfield, Inc. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 95
- Value as reported
- US$523M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 11,738 | US$2.35M | 0.45% |
| Apple Inc | 7,298 | US$2.11M | 0.40% |
| Clearfield, Inc. | 47,000 | US$1.87M | 0.36% |
| 3m Company | 7,077 | US$1.15M | 0.22% |
| Marvell Technology, Inc. | 3,623 | US$1.08M | 0.21% |
| Paccar Inc. | 8,500 | US$1.02M | 0.20% |
| Berkshire Hathaway Inc. | 2,003 | US$1M | 0.19% |
| Microsoft Corp. | 2,494 | US$930K | 0.18% |
| Broadcom Inc. | 2,366 | US$894K | 0.17% |
| Alphabet Inc (google) Class C | 2,066 | US$738K | 0.14% |
| Ebay Inc. | 6,451 | US$721K | 0.14% |
| Unitedhealth Group Incorporated | 1,387 | US$576K | 0.11% |
| Amazon.com, Inc. | 2,264 | US$540K | 0.10% |
| Walmart Inc. | 4,547 | US$515K | 0.10% |
| Arista Networks, Inc. | 2,068 | US$351K | 0.07% |
| Johnson & Johnson | 1,355 | US$344K | 0.07% |
| Micron Technology, Inc. | 256 | US$296K | 0.06% |
| Everus Construction Group, Inc. | 1,725 | US$286K | 0.05% |
| Union Pacific Corporation | 1,005 | US$273K | 0.05% |
| Target Corporation | 2,089 | US$273K | 0.05% |
| Amgen Inc. | 747 | US$271K | 0.05% |
| General Mills, Inc. | 7,233 | US$252K | 0.05% |
| Ecolab Inc. | 853 | US$238K | 0.05% |
| Xcel Energy Inc. | 2,747 | US$221K | 0.04% |
| Jp Morgan Chase & Co. | 673 | US$220K | 0.04% |
| Northern Graphite Corporation | 14,500 | US$1,379 | <0.01% |
| Healthier Choices Management Corp. | 170K | US$0 | 0.00% |
| Puration Inc. | 40,180 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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