Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Group, Ltd. (CIK 2013988) reported $107.2M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($12.5M, 11.69%), WMT ($5.8M, 5.43%), GOOGL ($5.6M, 5.18%), NVDA ($5.2M, 4.83%), AMZN ($4.5M, 4.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $12.5M | 11.69% | 49,373 | Added |
| 2 | WMT | WALMART INC | $5.8M | 5.43% | 46,870 | Added |
| 3 | GOOGL | ALPHABET INC | $5.6M | 5.18% | 19,312 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $5.2M | 4.83% | 29,706 | Added |
| 5 | AMZN | AMAZON COM INC | $4.5M | 4.17% | 21,468 | Added |
| 6 | CAT | CATERPILLAR INC | $4.0M | 3.72% | 5,634 | Added |
| 7 | MSFT | MICROSOFT CORP | $3.9M | 3.63% | 10,506 | Added |
| 8 | CVX | CHEVRON CORP NEW | $3.7M | 3.46% | 17,946 | Added |
| 9 | DUK | DUKE ENERGY CORP NEW | $3.3M | 3.12% | 25,569 | Added |
| 10 | META | META PLATFORMS INC | $2.5M | 2.37% | 4,448 | Added |
| 11 | MA | MASTERCARD INCORPORATED | $2.5M | 2.30% | 4,926 | Added |
| 12 | COST | COSTCO WHSL CORP NEW | $2.2M | 2.04% | 2,196 | Added |
| 13 | MCD | MCDONALDS CORP | $2.0M | 1.84% | 6,349 | Trimmed |
| 14 | PH | PARKER HANNIFIN | $1.9M | 1.79% | 2,148 | Trimmed |
| 15 | CMI | CUMMINS INC | $1.8M | 1.71% | 3,409 | Hold |
| 16 | PG | PROCTER AND GAMBLE CO | $1.7M | 1.62% | 12,041 | Added |
| 17 | HD | HOME DEPOT INC | $1.6M | 1.51% | 4,939 | Added |
| 18 | LLY | ELI LILLY & CO | $1.5M | 1.41% | 1,644 | Added |
| 19 | AMGN | AMGEN INC | $1.5M | 1.40% | 4,267 | Hold |
| 20 | KO | COCA COLA CO | $1.5M | 1.38% | 19,425 | Added |
| 21 | AVGO | BROADCOM INC | $1.5M | 1.36% | 4,700 | Added |
| 22 | LMT | LOCKHEED MARTIN CORP | $1.4M | 1.31% | 2,314 | Trimmed |
| 23 | LRCX | LAM RESEARCH CORP | $1.4M | 1.27% | 6,350 | Hold |
| 24 | GEV | GE VERNOVA INC | $1.3M | 1.26% | 1,545 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $1.3M | 1.25% | 4,546 | Added |
Source: SEC Form 13F filings · as of 2026-03-31