13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002013988
Total reported value
$400.7M
$400.7M
88 檔
8.4%
According to the latest 13F quarterly dataset, Wealth Group, Ltd. managed an equity portfolio of $400.7M at the end of Q1 2026, spanning 88 distinct U.S. exchange-listed positions.
In Q1 2026, Wealth Group, Ltd. displayed an active expansion posture, initiating 9 new positions and adding to 44 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.69% | +3.08% | +0.58% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 5.43% | -0.98% | +2.39% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.18% | +1.64% | +2.25% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.83% | +0.40% | +0.87% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.17% | +1.86% | +4.17% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 3.72% | +1.34% | +0.02% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.63% | +0.34% | +3.46% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 3.46% | -1.87% | +3.08% | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 3.12% | -1.83% | +7.72% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.37% | -0.51% | +9.53% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.30% | +0.01% | +0.02% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.04% | -0.42% | +19.35% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.84% | -0.46% | -0.14% | |
| 14 | PH | Parker Hannifin CORP | Stock-Industrials | 1.79% | -0.37% | -0.56% | |
| 15 | CMI | Cummins Inc | Stock-Industrials | 1.71% | +0.48% | — | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.62% | -0.61% | +36.74% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | -0.41% | +14.36% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.41% | +0.14% | +33.77% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.40% | +0.13% | — | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.38% | -0.15% | +9.98% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +0.10% | +2.40% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.31% | -0.36% | -1.07% | |
| 23 | LRCX | Lam Research CORP | Stock-Tech | 1.27% | -0.54% | — | |
| 24 | GEV | GE Vernova Inc | Stock-Industrials | 1.26% | -0.48% | +17.05% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.58% | +7.85% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | +0.31% | +10.99% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.19% | -0.46% | +8.75% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 1.07% | +0.24% | +108.15% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | +0.06% | — | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 1.05% | -0.68% | +0.01% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.96% | +0.27% | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.79% | +86.25% | |
| 33 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.86% | -0.41% | — | |
| 34 | TFC | Truist Financial CORP | Stock-Financials | 0.84% | -0.42% | +1.47% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | +0.61% | +6.14% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.04% | +5.76% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.79% | — | +3.94% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.69% | -0.10% | +12.04% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.69% | -0.15% | -6.76% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.68% | -0.17% | +2.41% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.64% | +0.17% | — | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | +0.11% | — | |
| 43 | RY | Royal Bank Of Canada | Stock-Financials | 0.60% | -0.53% | — | |
| 44 | ITW | Illinois Tool Works | Stock-Industrials | 0.53% | -0.09% | +5.42% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.53% | +0.15% | +0.03% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.52% | -0.11% | +129.56% | |
| 47 | NUE | Nucor CORP | Stock-Materials | 0.51% | -0.14% | — | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.50% | -0.33% | -0.18% | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.45% | -0.20% | +136.59% | |
| 50 | FDX | Fedex CORP | Stock-Industrials | 0.44% | +0.04% | +10.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.9% | +3.08% | Add |
| 2 | CAT | Caterpillar Inc | +0.6% | +0.02% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.5% | +86.25% | Add |
| 4 | COST | Costco Wholesale CORP | +0.5% | +19.35% | Add |
| 5 | WMT | Walmart Inc | +0.5% | +2.39% | Add |
| 6 | GEV | GE Vernova Inc | +0.4% | +17.05% | Add |
| 7 | DUK | Duke Energy CORP | +0.4% | +7.72% | Add |
| 8 | PG | Procter & Gamble Co/the | +0.4% | +36.74% | Add |
| 9 | SBUX | Starbucks CORP | +0.3% | +129.56% | Add |
| 10 | JNJ | Johnson & Johnson | +0.3% | +10.99% | Add |
| 11 | BA | Boeing Co/the | +0.2% | +136.59% | Add |
| 12 | LRCX | Lam Research CORP | +0.2% | — | Unchanged |
| 13 | LMT | Lockheed Martin CORP | +0.2% | -1.07% | Trim |
| 14 | KO | Coca-cola Co/the | +0.2% | +9.98% | Add |
| 15 | AMAT | Applied Materials Inc | +0.2% | +2.41% | Add |
| 16 | PEP | Pepsico Inc | +0.1% | +8.75% | Add |
| 17 | LLY | Eli Lilly & Co | +0.1% | +33.77% | Add |
| 18 | FDX | Fedex CORP | +0.1% | +10.08% | Add |
| 19 | DE | Deere & Co | +0.1% | — | Unchanged |
| 20 | HSY | Hershey Co/the | +0.1% | — | Unchanged |
| 21 | HD | Home Depot Inc | +0.1% | +14.36% | Add |
| 22 | SYK | Stryker CORP | +0.1% | +36.12% | Add |
| 23 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 24 | TGT | Target CORP | 0% | +0.04% | Add |
| 25 | ITW | Illinois Tool Works | 0% | +5.42% | Add |
| 26 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 27 | AMD | Advanced Micro Devices | 0% | +21.39% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 29 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 30 | CMI | Cummins Inc | 0% | — | Unchanged |
| 31 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 32 | ETN | Eaton Corporation plc | 0% | -6.76% | Trim |
| 33 | UNP | Union Pacific CORP | 0% | +0.18% | Add |
| 34 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 35 | MDLZ | Mondelez International Inc-a | 0% | -1.18% | Trim |
| 36 | RTX | Rtx CORP | — | +0.03% | Add |
| 37 | NUE | Nucor CORP | — | — | Unchanged |
| 38 | CHRS | Coherus Oncology Inc | — | — | Unchanged |
| 39 | PDSB | Pds Biotechnology CORP | — | — | Unchanged |
| 40 | NFLX | Netflix Inc | 0% | -0.18% | Trim |
| 41 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 42 | PANW | Palo Alto Networks Inc | 0% | +14.78% | Add |
| 43 | PM | Philip Morris International | 0% | +0.01% | Add |
| 44 | MMM | 3m Co | 0% | +12.04% | Add |
| 45 | SHW | Sherwin-williams Co/the | 0% | — | Unchanged |
| 46 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 47 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 48 | ABBV | Abbvie Inc | 0% | +5.76% | Add |
| 49 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 50 | TM | Toyota Motor CORP -spon Adr | 0% | — | Unchanged |
According to official SEC Form 13F filings, Wealth Group, Ltd. reported a total U.S. public equity portfolio value of $400.7M across 88 disclosed positions in Q1 2026.
During Q1 2026, Wealth Group, Ltd.'s top holdings by market value included AAPL (11.7%)、WMT (5.4%)、GOOGL (5.2%). The largest single position, AAPL, represented 11.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, WMT, GOOGL) accounted for 8.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
SO
市值: $256.0K
Top Position Liquidated / Trimmed
ADBE
前期市值: $608.0K
In Q1 2026, Wealth Group, Ltd. made 65 total portfolio adjustments, initiating 9 new buys, adding to 44 positions, trimming 7 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.