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CIK: 0002013988
Total reported value
$400.7M
$400.7M
84 檔
8.7%
As reported in its official Q4 2025 Form 13F filing, Wealth Group, Ltd.'s tracked investment portfolio stood at $400.7M with 84 total positions.
In Q4 2025, Wealth Group, Ltd. adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 24 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, NVDA) accounted for 8.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.01% | +3.08% | -3.65% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.76% | +1.64% | -4.19% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.35% | +0.40% | -9.50% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 4.97% | -0.98% | -0.17% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.79% | +0.34% | -24.82% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.64% | +1.86% | -3.06% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 3.15% | +1.34% | -3.11% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.74% | +0.01% | -2.13% | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 2.71% | -1.83% | -0.86% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.61% | -0.51% | -4.20% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.59% | -1.87% | -6.57% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.89% | -0.46% | -16.94% | |
| 13 | PH | Parker Hannifin CORP | Stock-Industrials | 1.85% | -0.37% | -0.37% | |
| 14 | CMI | Cummins Inc | Stock-Industrials | 1.70% | +0.48% | -4.19% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | +0.10% | -4.97% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.55% | -0.42% | -15.44% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.45% | -0.41% | -4.24% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.36% | +0.13% | -3.40% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | -0.58% | +4.02% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | +0.14% | +16.27% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.61% | -5.81% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.20% | -0.15% | -1.06% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 1.18% | +0.24% | -44.44% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | +0.06% | +4.87% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.10% | -0.36% | -2.34% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 1.07% | -0.68% | -4.33% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 1.06% | — | -3.52% | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 1.06% | -0.54% | -0.61% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.05% | -0.46% | -7.08% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.02% | +0.27% | -3.86% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | +0.31% | -6.72% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.61% | -4.74% | |
| 33 | TFC | Truist Financial CORP | Stock-Financials | 0.92% | -0.42% | -75.98% | |
| 34 | GEV | GE Vernova Inc | Stock-Industrials | 0.84% | -0.48% | +5.18% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | -0.04% | -6.44% | |
| 36 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.78% | -0.41% | -6.61% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | +0.11% | +4.53% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.71% | -0.10% | -3.75% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | -0.15% | -0.09% | |
| 40 | RY | Royal Bank Of Canada | Stock-Financials | 0.66% | -0.53% | — | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.59% | — | -11.83% | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.55% | +0.17% | -15.09% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.53% | +0.15% | -4.92% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.52% | -0.17% | -3.80% | |
| 45 | NUE | Nucor CORP | Stock-Materials | 0.51% | -0.14% | -13.40% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.33% | +844.26% | |
| 47 | ITW | Illinois Tool Works | Stock-Industrials | 0.50% | -0.09% | -3.37% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.46% | -0.05% | +4.04% | |
| 49 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.46% | -0.22% | -0.99% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.30% | -20.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +3.2% | -4.19% | Trim |
| 2 | NVDA | Nvidia CORP | +2.5% | -9.50% | Trim |
| 3 | AAPL | Apple Inc | +2.2% | -3.65% | Trim |
| 4 | CAT | Caterpillar Inc | +2% | -3.11% | Add |
| 5 | WMT | Walmart Inc | +2% | -0.17% | Trim |
| 6 | PH | Parker Hannifin CORP | +1% | -0.37% | Add |
| 7 | CMI | Cummins Inc | +1% | -4.19% | Trim |
| 8 | AVGO | Broadcom Inc | +0.8% | -4.97% | Trim |
| 9 | LRCX | Lam Research CORP | +0.8% | -0.61% | Unchanged |
| 10 | GEV | GE Vernova Inc | +0.7% | +5.18% | Add |
| 11 | MA | Mastercard Inc - A | +0.6% | -2.13% | Trim |
| 12 | DUK | Duke Energy CORP | +0.6% | -0.86% | Trim |
| 13 | CVX | Chevron CORP | +0.2% | -6.57% | Trim |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.87% | Trim |
| 15 | HD | Home Depot Inc | +0.1% | -4.24% | Trim |
| 16 | KO | Coca-cola Co/the | — | -1.06% | Trim |
| 17 | PM | Philip Morris International | 0% | -4.33% | Trim |
| 18 | ADP | Automatic Data Processing | 0% | -44.44% | Trim |
| 19 | V | Visa Inc-class A Shares | -0.1% | -4.74% | Trim |
| 20 | COST | Costco Wholesale CORP | -0.1% | -15.44% | Trim |
| 21 | PG | Procter & Gamble Co/the | -0.2% | -5.81% | Trim |
| 22 | MCD | Mcdonald's CORP | -0.2% | -16.94% | Trim |
| 23 | MRK | Merck & Co. Inc. | -0.2% | -26.24% | Trim |
| 24 | MSFT | Microsoft CORP | -0.2% | -24.82% | Trim |
| 25 | XOM | Exxon Mobil CORP | -0.4% | -4.88% | Trim |
| 26 | TFC | Truist Financial CORP | -1.5% | -75.98% | Trim |
| 27 | TJX | Tjx Companies Inc | — | EXIT | Sold out |
| 28 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 29 | SCHV | Schwab US Large-cap Value | — | EXIT | Sold out |
| 30 | SCHG | Schwab US Large-cap Growth | — | EXIT | Sold out |
| 31 | VEA | Vanguard Ftse Developed ETF | — | EXIT | Sold out |
| 32 | SCHO | Schwab Short-term US Treas | — | EXIT | Sold out |
| 33 | VTIP | Vanguard Short-term Tips | — | EXIT | Sold out |
| 34 | GS | Goldman Sachs Group Inc | — | EXIT | Sold out |
| 35 | DECW | Alianzim US Eq Bfr20 Dec-usd | — | EXIT | Sold out |
| 36 | SPHY | Ss Spdr P High Yield ETF | — | EXIT | Sold out |
| 37 | BNDX | Vanguard Total Intl Bond ETF | — | EXIT | Sold out |
| 38 | MO | Altria Group Inc | — | EXIT | Sold out |
| 39 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 40 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 41 | JULW | Alianzim US Eq Bfr20 Jul-usd | — | EXIT | Sold out |
| 42 | SCHX | Schwab US Large-cap ETF | — | EXIT | Sold out |
| 43 | T | At&t Inc | — | EXIT | Sold out |
| 44 | ACWV | Ishares Msci Global Min Vol | — | EXIT | Sold out |
| 45 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 46 | MUB | Ishares National Muni Bond E | — | EXIT | Sold out |
| 47 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | Sold out |
| 48 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 49 | BSV | Vanguard Short-term Bond ETF | — | EXIT | Sold out |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Wealth Group, Ltd. reported a total U.S. public equity portfolio value of $400.7M across 84 disclosed positions in Q4 2025.
During Q4 2025, Wealth Group, Ltd.'s top holdings by market value included AAPL (13.0%)、GOOGL (5.8%)、NVDA (5.3%). The largest single position, AAPL, represented 13.0% of total portfolio value.
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Top Position Liquidated / Trimmed
TJX
前期市值: $4.8M
In Q4 2025, Wealth Group, Ltd. made 49 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 22 holdings, and fully liquidating 24 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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