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Wealth Group, Ltd. · 13F Holdings
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Wealth Group, Ltd.

No.4869 Data as of 2026Q2
Latest AUM (Q2 2026)
$400.7M
QoQ Change Q1 2026
+$293.6M+273.8%
Holdings
106
New Buys
30
Adds
72
Reduces
4
Exits
12
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
14.77%11.69%$59.2M204,571$12.5M49,373+155,198+314.34%Add
ALPHABET INCGOOGL
6.82%5.18%$27.3M76,506$5.6M19,312+57,194+296.16%Add
AMAZON COM INCAMZN
6.03%4.17%$24.2M101,352$4.5M21,468+79,884+372.11%Add
NVIDIA CORPORATIONNVDA
5.23%4.83%$20.9M104,675$5.2M29,706+74,969+252.37%Add
CATERPILLAR INCCAT
5.06%3.72%$20.3M19,039$4.0M5,634+13,405+237.93%Add
WALMART INCWMT
4.45%5.43%$17.8M157,447$5.8M46,870+110,577+235.92%Add
MICROSOFT CORPMSFT
3.97%3.63%$15.9M42,602$3.9M10,506+32,096+305.50%Add
MASTERCARD INCORPORATEDMA
2.31%2.3%$9.3M18,038$2.5M4,926+13,112+266.18%Add
CUMMINS INCCMI
2.19%1.71%$8.8M12,287$1.8M3,409+8,878+260.43%Add
META PLATFORMS INCMETA
1.86%2.37%$7.4M13,211$2.5M4,448+8,763+197.01%Add
COSTCO WHOLESALE CORPORATIONCOST
1.62%2.04%$6.5M6,943$2.2M2,196+4,747+216.17%Add
CHEVRON CORPORATIONCVX
1.59%3.46%$6.4M38,443$3.7M17,946+20,497+114.21%Add
ELI LILLY & COLLY
1.55%1.41%$6.2M5,192$1.5M1,644+3,548+215.82%Add
AMGEN INC COMAMGN
1.53%1.4%$6.1M16,942$1.5M4,267+12,675+297.05%Add
JOHNSON & JOHNSONJNJ
1.51%1.19%$6.1M23,841$1.3M5,240+18,601+354.98%Add
BROADCOM INCAVGO
1.45%1.36%$5.8M15,435$1.5M4,700+10,735+228.40%Add
VISA INCV
1.43%0.82%$5.7M16,663$883,0002,921+13,742+470.46%Add
PARKER-HANNIFIN CORPPH
1.42%1.79%$5.7M5,810$1.9M2,148+3,662+170.48%Add
MCDONALDS CORPMCD
1.38%1.84%$5.5M20,476$2.0M6,349+14,127+222.51%Add
AUTOMATIC DATA PROCESSING INADP
1.31%1.07%$5.2M23,421$1.1M5,647+17,774+314.75%Add
DUKE ENERGY CORP NEWDUK
1.29%3.12%$5.2M40,921$3.3M25,569+15,352+60.04%Add
LOWES COS INC COMLOW
1.23%0.96%$4.9M22,434$1.0M4,355+18,079+415.13%Add
COCA COLA COKO
1.23%1.38%$4.9M60,500$1.5M19,425+41,075+211.45%Add
ADVANCED MICRO DEVICES INCAMD
1.14%0.27%$4.6M7,834$289,0001,419+6,415+452.08%Add
BERKSHIRE HATHAWAY INC DELBRK.B
1.12%1.06%$4.5M8,970$1.1M2,371+6,599+278.32%Add
HOME DEPOT INCHD
1.11%1.51%$4.5M12,656$1.6M4,939+7,717+156.25%Add
PROCTER & GAMBLE COPG
1.01%1.62%$4.0M27,549$1.7M12,041+15,508+128.79%Add
LOCKHEED MARTIN CORPLMT
0.95%1.31%$3.8M7,478$1.4M2,314+5,164+223.16%Add
CISCO SYS INCCSCO
0.95%0.36%$3.8M32,251$385,0004,965+27,286+549.57%Add
ORACLE CORPORCL
0.88%0.3%$3.5M23,943$320,0002,177+21,766+999.82%Add
DEERE & CODE
0.81%0.64%$3.2M5,114$682,0001,210+3,904+322.64%Add
QQUALCOMM INCQCOM
0.79%0.79%$3.2M17,238$852,0006,617+10,621+160.51%Add
GE VERNOVA INCGEV
0.79%1.26%$3.1M2,678$1.3M1,545+1,133+73.33%Add
ABBVIE INCABBV
0.76%0.8%$3.0M12,050$859,0003,949+8,101+205.14%Add
PEPSICO INCPEP
0.73%1.19%$2.9M21,568$1.3M8,192+13,376+163.28%Add
LAM RESEARCH CORPLRCX
0.73%1.27%$2.9M6,730$1.4M6,350+380+5.98%Add
IINTERNATIONAL BUSINESS MACHSIBM
0.71%0.6%$2.9M10,161$648,0002,675+7,486+279.85%Add
AAlphabet Inc Class CGOOG
0.68%0.38%$2.7M7,760$411,0001,432+6,328+441.90%Add
RTX CORPORATIONRTX
0.68%0.53%$2.7M14,264$567,0002,938+11,326+385.50%Add
JPMORGAN CHASE & COJPM
0.67%1.25%$2.7M8,232$1.3M4,546+3,686+81.08%Add
3M CO COMMMM
0.59%0.69%$2.4M14,663$743,0005,119+9,544+186.44%Add
EATON CORP PLCETN
0.54%0.69%$2.2M5,106$735,0002,054+3,052+148.59%Add
EQUINIX INCEQIX
0.51%$2.1M1,971$00+1,971New Buy
APPLIED MATLS INCAMAT
0.51%0.68%$2.0M2,810$727,0002,127+683+32.11%Add
TEXAS INSTRS INCTXN
0.49%0.21%$2.0M6,599$222,0001,146+5,453+475.83%Add
FEDEX CORPFDX
0.48%0.44%$1.9M6,144$467,0001,310+4,834+369.01%Add
NOVARTIS AGNVS
0.48%0.31%$1.9M12,234$336,0002,200+10,034+456.09%Add
HERSHEY CO COMHSY
0.45%0.86%$1.8M10,254$920,0004,425+5,829+131.73%Add
ILLINOIS TOOLITW
0.44%0.53%$1.7M6,452$567,0002,178+4,274+196.24%Add
TRUIST FINL CORPTFC
0.42%0.84%$1.7M34,065$896,00019,500+14,565+74.69%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow