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 $400.7M across 106 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($59.2M, 14.77%), GOOGL ($27.3M, 6.82%), AMZN ($24.2M, 6.03%), NVDA ($20.9M, 5.23%), CAT ($20.3M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Computer | $59.2M | 14.77% | 204,571 | Added |
| 2 | GOOGL | Alphabet Cl A | $27.3M | 6.82% | 76,506 | Added |
| 3 | AMZN | Amazon.com | $24.2M | 6.03% | 101,352 | Added |
| 4 | NVDA | Nvidia Corp. | $20.9M | 5.23% | 104,675 | Added |
| 5 | CAT | Caterpillar | $20.3M | 5.06% | 19,039 | Added |
| 6 | WMT | Wal-Mart Stores Inc. | $17.8M | 4.45% | 157,447 | Added |
| 7 | MSFT | Microsoft | $15.9M | 3.97% | 42,602 | Added |
| 8 | MA | Mastercard Inc Cl A | $9.3M | 2.31% | 18,038 | Added |
| 9 | CMI | Cummins Inc. | $8.8M | 2.19% | 12,287 | Added |
| 10 | META | Meta Platforms A | $7.4M | 1.86% | 13,211 | Added |
| 11 | COST | Costco Wholesale | $6.5M | 1.62% | 6,943 | Added |
| 12 | CVX | Chevron Corp. | $6.4M | 1.59% | 38,443 | Added |
| 13 | LLY | Eli Lilly | $6.2M | 1.55% | 5,192 | Added |
| 14 | AMGN | Amgen | $6.1M | 1.53% | 16,942 | Added |
| 15 | JNJ | Johnson & Johnson | $6.1M | 1.51% | 23,841 | Added |
| 16 | AVGO | Broadcom, Inc. | $5.8M | 1.46% | 15,435 | Added |
| 17 | V | Visa Inc | $5.7M | 1.43% | 16,663 | Added |
| 18 | PH | Parker Hannifin | $5.7M | 1.42% | 5,810 | Added |
| 19 | MCD | McDonalds | $5.5M | 1.38% | 20,476 | Added |
| 20 | ADP | Auto Data Processing | $5.2M | 1.31% | 23,421 | Added |
| 21 | DUK | Duke Energy Corp New | $5.2M | 1.29% | 40,921 | Added |
| 22 | LOW | Lowes | $4.9M | 1.23% | 22,434 | Added |
| 23 | KO | Coca-Cola | $4.9M | 1.23% | 60,500 | Added |
| 24 | AMD | Advanced Micro Devices | $4.6M | 1.14% | 7,834 | Added |
| 25 | BRKB | Berkshire Hathaway Inc-B | $4.5M | 1.12% | 8,970 | Added |
Source: SEC Form 13F filings · as of 2026-06-30