Wealth Group Ltd
Wealth Group Ltd reported 97 holdings worth US$540M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 7, 2026
Wealth Group Ltd reported 97 holdings worth US$540M as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Clearfield, Inc. Filed Oct 7, 2026 (Form 13F).
- Holdings
- 97
- Value as reported
- US$540M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 7,298 | US$2.44M | 0.45% |
| Nvidia Corporation | 7,642 | US$1.79M | 0.33% |
| Clearfield, Inc. | 47,000 | US$1.57M | 0.29% |
| 3m Company | 9,403 | US$1.52M | 0.28% |
| Marvell Technology, Inc. | 2,447 | US$1.27M | 0.23% |
| Berkshire Hathaway Inc. | 2,001 | US$1.01M | 0.19% |
| Microsoft Corp. | 3,613 | US$984K | 0.18% |
| Paccar Inc. | 8,500 | US$932K | 0.17% |
| Broadcom Inc. | 2,412 | US$857K | 0.16% |
| Alphabet Inc (google) Class C | 2,066 | US$710K | 0.13% |
| Ebay Inc. | 6,451 | US$686K | 0.13% |
| Amazon.com, Inc. | 2,264 | US$569K | 0.11% |
| Unitedhealth Group Incorporated | 1,387 | US$516K | 0.10% |
| Walmart Inc. | 4,547 | US$474K | 0.09% |
| Arista Networks, Inc. | 2,068 | US$429K | 0.08% |
| Johnson & Johnson | 1,355 | US$347K | 0.06% |
| Target Corporation | 2,183 | US$341K | 0.06% |
| Micron Technology, Inc. | 291 | US$313K | 0.06% |
| Amgen Inc. | 747 | US$301K | 0.06% |
| Union Pacific Corporation | 1,005 | US$280K | 0.05% |
| Marathon Petroleum Corporation | 635 | US$268K | 0.05% |
| General Mills, Inc. | 7,492 | US$240K | 0.04% |
| Ecolab Inc. | 835 | US$228K | 0.04% |
| Jp Morgan Chase & Co. | 673 | US$224K | 0.04% |
| Everus Construction Group, Inc. | 1,725 | US$213K | 0.04% |
| Fifth Third Bancorp | 4,105 | US$209K | 0.04% |
| Xcel Energy Inc. | 2,914 | US$208K | 0.04% |
| Northern Graphite Corporation | 14,500 | US$865 | <0.01% |
| Healthier Choices Management Corp. | 170K | US$0 | 0.00% |
| Puration Inc. | 40,180 | US$0 | 0.00% |
Source
View original at SEC
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