Institutional Fund
Wealth Group, Ltd.
Raleigh, NCCIK 20139884 filings on record
Portfolio Value
$107.2K
Q1 2026
Holdings
88
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+4.5%
from $102.6K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc11.7%
- Walmart Inc5.4%
- Alphabet Inc5.2%
- Nvidia Corporation4.8%
- Amazon Com Inc4.2%
- Caterpillar Inc3.7%
- Other65.0%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 49.4K | $12.5K | 11.7% | +284 | Added |
| 2 | Walmart Inc | 46.9K | $5.8K | 5.4% | +1.1K | Added |
| 3 | Alphabet Inc | 19.3K | $5.6K | 5.2% | +425 | Added |
| 4 | Nvidia Corporation | 29.7K | $5.2K | 4.8% | +255 | Added |
| 5 | Amazon Com Inc | 21.5K | $4.5K | 4.2% | +860 | Added |
| 6 | Caterpillar Inc | 5.6K | $4.0K | 3.7% | +1 | Added |
| 7 | Microsoft Corp | 10.5K | $3.9K | 3.6% | +351 | Added |
| 8 | Chevron Corp New | 17.9K | $3.7K | 3.5% | +537 | Added |
| 9 | Duke Energy Corp New | 25.6K | $3.3K | 3.1% | +1.8K | Added |
| 10 | Meta Platforms Inc | 4.4K | $2.5K | 2.4% | +387 | Added |
78 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio