Wealth Group, Ltd. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationraleigh, NC
- CIK0002013988
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
84 | $103K | AAPL, GOOGL, NVDA, WMT | 13F-HR | Jan 22, 2026 | 000201398826000001 | ||
89 | $101K | AAPL, MSFT, NVDA, AMZN | 13F-HR | Aug 19, 2025 | 000201398825000006 | ||
157 | $155K | AAPL, MSFT, AMZN, TJX COS INC NEW | 13F-HR | May 7, 2025 | 000201398825000002 | ||
160 | $155K | AAPL, MSFT, NVDA, TJX COS INC NEW | 13F-HR | Feb 6, 2025 | 000201398825000001 | ||
152 | $150K | AAPL, MSFT, TJX COS INC NEW, NVDA | RESTATEMENT | Oct 31, 2024 | 000166551824000007 | ||
147 | $140K | AAPL, MSFT, NVDA, GOOGL | 13F-HR | Aug 13, 2024 | 000201398824000003 | ||
148 | $133K | AAPL, MSFT, TJX COS INC NEW, GOOGL | 13F-HR | May 10, 2024 | 000201398824000002 |