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Wealth Group, Ltd.

Q4 2025 13F Holdings

  • Location
    raleigh, NC
  • Num holdings

    84

  • Value ($000)

    $103

  • Date Filed
    01/22/2026
  • Form type
    13F-HR
  • CIK
    0002013988
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$13.35K
13 %

49,089

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$5.91K
6 %

18,887

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.49K
5 %

29,451

W
WMT

WALMART INC

COM
931142103
$5.1K
5 %

45,778

M
MSFT

MICROSOFT CORP

COM
594918104
$4.91K
5 %

10,155

A
AMZN

AMAZON COM INC

COM
023135106
$4.76K
5 %

20,608

C
CAT

CATERPILLAR INC

COM
149123101
$3.23K
3 %

5,633

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$2.81K
3 %

4,925

D
DUK

DUKE ENERGY CORP NEW

COM NEW
26441C204
$2.78K
3 %

23,736

M
META

META PLATFORMS INC

CL A
30303M102
$2.68K
3 %

4,061

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