Institutions / Wealth Group, Ltd.
Wealth Group, Ltd.
CIK 2013988 · Institution · as of Dec 31, 2025
Portfolio value
$102.6K
Positions
84
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $13.3K | 13.0% |
| Alphabet Inc. | $5.9K | 5.8% |
| NVIDIA Corp | $5.5K | 5.4% |
| Walmart Inc. | $5.1K | 5.0% |
| Microsoft Corp | $4.9K | 4.8% |
| Amazon.com Inc | $4.8K | 4.6% |
| Caterpillar Inc | $3.2K | 3.1% |
| Mastercard Inc | $2.8K | 2.7% |
| Duke Energy Corp | $2.8K | 2.7% |
| Meta Platforms Inc | $2.7K | 2.6% |
| Chevron Corp | $2.7K | 2.6% |
| Mcdonald'S Corp | $1.9K | 1.9% |
| Parker-Hannifin Corp | $1.9K | 1.9% |
| Cummins Inc | $1.7K | 1.7% |
| Broadcom Inc. | $1.6K | 1.5% |
| Costco Wholesale Corp /New | $1.6K | 1.5% |
| Home Depot, Inc. | $1.5K | 1.4% |
| Amgen Inc | $1.4K | 1.4% |
| JPMORGAN CHASE & CO | $1.4K | 1.3% |
| ELI LILLY & Co | $1.3K | 1.3% |
| PROCTER & GAMBLE Co | $1.3K | 1.2% |
| Coca Cola Co | $1.2K | 1.2% |
| Automatic Data Processing Inc | $1.2K | 1.2% |
| Warren E. Buffett | $1.2K | 1.2% |
| Lockheed Martin Corp | $1.1K | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.