Wealth Group, Ltd.

Wealth Group, Ltd. reported 90 holdings worth US$120K as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

Wealth Group, Ltd. reported 90 holdings worth US$120K as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Jul 21, 2026 (Form 13F).

Holdings
90
Value as reported
US$120K

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc205KUS$59.2M49465.6%
Alphabet Inc (google) Class C84,178US$30.1M25138.5%
Amazon.com, Inc.101KUS$24.2M20185.7%
Nvidia Corporation105KUS$20.9M17501.6%
Caterpillar, Inc.19,039US$20.3M16942.6%
Walmart Inc.157KUS$17.8M14901.1%
Microsoft Corp.42,602US$15.9M13280.0%
Mastercard Incorporated18,038US$9.26M7741.4%
Cummins Inc.12,287US$8.76M7322.7%
Meta Platforms, Inc.13,211US$7.44M6218.8%
Costco Wholesale Corporation6,943US$6.5M5427.5%
Chevron Corporation38,443US$6.37M5324.7%
Eli Lilly And Company5,192US$6.23M5203.5%
Amgen Inc.16,942US$6.13M5126.6%
Johnson & Johnson23,841US$6.05M5059.8%
Broadcom Inc.15,435US$5.83M4872.6%
Visa Inc.16,663US$5.72M4777.3%
Parker-hannifin Corporation5,810US$5.68M4748.9%
Mcdonald's Corporation20,476US$5.54M4625.3%
Automatic Data Processing, Inc.23,421US$5.25M4382.9%
Berkshire Hathaway Inc.10,467US$5.24M4376.2%
Duke Energy Corporation (holding Company)40,921US$5.18M4328.6%
Lowe's Companies, Inc.22,434US$4.95M4133.1%
Coca-cola Company (the)60,500US$4.92M4108.8%
Advanced Micro Devices Inc7,834US$4.55M3803.0%
Home Depot, Inc. (the)12,656US$4.46M3730.3%
Procter & Gamble Company (the)27,549US$4.04M3376.0%
Lockheed Martin Corporation7,478US$3.81M3183.8%
Cisco Systems, Inc.32,251US$3.79M3165.4%
Oracle Corporation23,943US$3.51M2932.3%
Deere & Company5,114US$3.24M2710.8%
Qualcomm Incorporated17,238US$3.19M2661.5%
Ge Vernova Inc.2,678US$3.15M2628.9%
Abbvie Inc.12,050US$3.03M2533.7%
Pepsico, Inc.21,568US$2.92M2440.1%
Lam Research Corporation6,730US$2.92M2436.7%
International Business Machines Corporation10,161US$2.86M2387.4%
Rtx Corporation14,264US$2.71M2261.2%
Jp Morgan Chase & Co.8,232US$2.69M2252.0%
3m Company14,663US$2.37M1983.8%
Equinix, Inc.1,971US$2.06M1717.2%
Applied Materials, Inc.2,810US$2.03M1698.0%
Texas Instruments Incorporated6,599US$1.97M1643.7%
Fedex Corporation6,144US$1.92M1607.8%
Novartis Ag12,234US$1.92M1601.9%
The Hershey Company10,254US$1.8M1503.3%
Illinois Tool Works Inc.6,452US$1.75M1458.2%
Truist Financial Corporation34,065US$1.7M1418.1%
Starbucks Corporation16,106US$1.65M1375.5%
Union Pacific Corporation5,619US$1.53M1276.9%
Philip Morris International Inc8,171US$1.48M1235.1%
Nucor Corporation6,575US$1.47M1224.2%
Merck & Company, Inc.10,970US$1.41M1178.3%
American Express Company3,965US$1.34M1120.6%
Marriott International3,550US$1.32M1099.7%
Bank Of America Corporation22,994US$1.31M1094.7%
Palo Alto Networks, Inc.3,646US$1.24M1038.7%
Target Corporation9,079US$1.19M991.1%
First Citizens Bancshares, Inc.510US$1.06M886.6%
Boeing Company (the)4,565US$988K825.6%
Tesla, Inc.2,241US$943K788.0%
T. Rowe Price Group, Inc.7,822US$889K742.9%
Uber Technologies, Inc.11,832US$854K713.6%
Toyota Motor Corp.4,722US$795K664.3%
Bristol-myers Squibb Company13,692US$789K659.3%
Aflac Incorporated6,586US$772K645.1%
Stryker Corporation2,371US$746K623.4%
Sherwin-williams Company (the)2,090US$720K601.7%
Netflix, Inc.9,420US$673K562.4%
Emerson Electric Company4,609US$660K551.5%
Apa Corporation20,000US$651K544.0%
Palantir Technologies Inc.5,404US$630K526.5%
Nike, Inc.13,677US$561K468.8%
Ge Aerospace1,476US$552K461.3%
Verizon Communications Inc.12,688US$537K448.7%
Abbott Laboratories5,240US$475K396.9%
Delta Air Lines, Inc.5,000US$468K391.1%
Generac Holdings Inc.1,500US$439K366.8%
Northrop Grumman Corporation815US$415K346.8%
Corning Incorporated1,442US$368K307.5%
Paychex, Inc.3,702US$364K304.2%
Chipotle Mexican Grill, Inc.10,150US$345K288.3%
Labcorp Holdings Inc.1,202US$337K281.6%
Pfizer, Inc.13,923US$335K279.9%
Church & Dwight Company, Inc.3,453US$335K279.9%
Conocophillips3,207US$333K278.3%
Exxon Mobil Corporation2,297US$314K262.4%
Norfolk Southern Corporation975US$307K256.5%
Veeva Systems Inc.1,710US$303K253.2%
Royal Bank Of Canada1,379US$285K238.2%
Packaging Corporation Of America1,150US$274K229.0%
Charles Schwab Corporation (the)2,950US$272K227.3%
Southern Company (the)2,802US$268K224.0%
Mccormick & Company, Incorporated5,226US$263K219.8%
Regeneron Pharmaceuticals, Inc.400US$249K208.1%
Toro Company (the)2,540US$247K206.4%
Clorox Company (the)2,446US$233K194.7%
Rbc Bearings Incorporated350US$225K188.0%
Taiwan Semiconductor Manufacturing Co., Ltd.0US$00.00%
Thermo Fisher Scientific Inc0US$00.00%

Every holding of Wealth Group, Ltd.

Source

View original at SEC

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