Latest Wealth Group, Ltd. Stock Portfolio
About Wealth Group, Ltd. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Wealth Group, Ltd. reported an equity portfolio of $102.6 Millions as of 31 Dec, 2025.
The top stock holdings of Wealth Group, Ltd. are AAPL, GOOG, NVDA. The fund has invested 13% of it's portfolio in APPLE INC and 5.8% of portfolio in ALPHABET INC.
Wealth Group, Ltd. opened new stock positions in APPLE INC (AAPL), ALPHABET INC (GOOG) and NVIDIA CORPORATION (NVDA).
The top stock holdings of Wealth Group, Ltd. are AAPL, GOOG, NVDA. The fund has invested 13% of it's portfolio in APPLE INC and 5.8% of portfolio in ALPHABET INC.
Wealth Group, Ltd. opened new stock positions in APPLE INC (AAPL), ALPHABET INC (GOOG) and NVIDIA CORPORATION (NVDA).
Wealth Group, Ltd. Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| apple inc | 13,345,000 |
| alphabet inc | 5,912,000 |
| nvidia corporation | 5,493,000 |
| walmart inc | 5,100,000 |
| microsoft corp | 4,911,000 |
| amazon com inc | 4,757,000 |
| caterpillar inc | 3,227,000 |
| mastercard incorporated | 2,812,000 |
New stocks bought by Wealth Group, Ltd.
Additions
Reductions
Sold off
Sector Distribution
- Technology
- Industrials
- Consumer Defensive
- Consumer Cyclical
- Communication Services
- Financial Services
- Healthcare
- Others
- Energy
- Utilities
| Sector | % |
|---|---|
| Technology | 30.9 |
| Industrials | 13.9 |
| Consumer Defensive | 12.3 |
| Consumer Cyclical | 10.3 |
| Communication Services | 9.3 |
| Financial Services | 7.5 |
| Healthcare | 5.3 |
| Others | 3.7 |
| Energy | 3.2 |
| Utilities | 2.7 |
Market Cap. Distribution
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 63 |
| LARGE-CAP | 33.1 |
| UNALLOCATED | 3.7 |
Stocks belong to which Index?
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 94.5 |
| Others | 5.2 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Wealth Group, Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Wealth Group, Ltd.
Last Reported on: 22 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 13.01 | 49,089 | 13,345,000 | new | |||
| ABBV | abbvie inc | 0.83 | 3,734 | 853,000 | new | |||
| ADBE | adobe inc | 0.59 | 1,736 | 608,000 | new | |||
| ADP | automatic data processing in | 1.18 | 2,713 | 1,212,000 | new | |||
| AFL | aflac | 0.20 | 1,821 | 201,000 | new | |||
| AMAT | applied matls inc | 0.52 | 2,077 | 534,000 | new | |||
| AMD | advanced micro devices | 0.24 | 1,169 | 250,000 | new | |||
| AMGN | amgen inc | 1.36 | 4,267 | 1,397,000 | new | |||
| AMZN | amazon com inc | 4.64 | 20,608 | 4,757,000 | new | |||
| AVGO | broadcom inc | 1.55 | 4,590 | 1,589,000 | new | |||
| AXP | american express co | 0.46 | 1,287 | 476,000 | new | |||
| BA | boeing | 0.22 | 1,025 | 223,000 | new | |||
| BLDR | builders firstsource inc | 0.41 | 4,050 | 417,000 | new | |||
| CAT | caterpillar inc | 3.14 | 5,633 | 3,227,000 | new | |||
| CHRS | coherus biosciences | 0.02 | 14,195 | 20,000 | new | |||
| CMG | chipotle mexican grill inc | 0.27 | 7,510 | 278,000 | new | |||
| CMI | cummins inc | 1.70 | 3,409 | 1,740,000 | new | |||
| COST | costco whsl corp new | 1.55 | 1,840 | 1,587,000 | new | |||
| CRWD | crowdstrike | 0.22 | 479 | 225,000 | new | |||
| CSCO | cisco sys inc | 0.37 | 4,965 | 382,000 | new | |||