Wealth Group, Ltd.
Q4 2025 13F Holdings
- Locationraleigh, NC
- Num holdings
84
- Value ($000)
$103
- Date Filed01/22/2026
- Form type13F-HR
- CIK0002013988
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A APPLE INC | COM | 037833100 | $13.35K | 13 % | 49,089 | ||
G ALPHABET INC | CAP STK CL A | 02079K305 | $5.91K | 6 % | 18,887 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $5.49K | 5 % | 29,451 | ||
W WALMART INC | COM | 931142103 | $5.1K | 5 % | 45,778 | ||
M MICROSOFT CORP | COM | 594918104 | $4.91K | 5 % | 10,155 | ||
A AMAZON COM INC | COM | 023135106 | $4.76K | 5 % | 20,608 | ||
C CATERPILLAR INC | COM | 149123101 | $3.23K | 3 % | 5,633 | ||
M MASTERCARD INCORPORATED | CL A | 57636Q104 | $2.81K | 3 % | 4,925 | ||
D DUKE ENERGY CORP NEW | COM NEW | 26441C204 | $2.78K | 3 % | 23,736 | ||
M META PLATFORMS INC | CL A | 30303M102 | $2.68K | 3 % | 4,061 |
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