Holdings
Wealth Group, Ltd.
As of Jun 30, 2026, Wealth Group, Ltd. reported 98 positions worth US$396M. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 205K | US$59.2M | +155K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 84,178 | US$30.1M | +63,438 | Jun 30, 2026 |
| Amazon.com, Inc. | 101K | US$24.2M | +79,884 | Jun 30, 2026 |
| Nvidia Corporation | 105K | US$20.9M | +74,969 | Jun 30, 2026 |
| Caterpillar, Inc. | 19,039 | US$20.3M | +13,405 | Jun 30, 2026 |
| Walmart Inc. | 157K | US$17.8M | +111K | Jun 30, 2026 |
| Microsoft Corp. | 42,602 | US$15.9M | +32,096 | Jun 30, 2026 |
| Mastercard Incorporated | 18,038 | US$9.26M | +13,112 | Jun 30, 2026 |
| Cummins Inc. | 12,287 | US$8.76M | +8,878 | Jun 30, 2026 |
| Meta Platforms, Inc. | 13,211 | US$7.44M | +8,763 | Jun 30, 2026 |