SEC Form 13F

Wealth Group, Ltd. 13F Holdings

Inspect Wealth Group, Ltd.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-22T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-22
Reported value
$400,743,000
Positions
106

Read this manager's filing book

Step 1 of 3

Disclosed positions

Wealth Group, Ltd.: source evidence dated 2026-07-22T03:59:59.999Z.

Issuer
Apple Computer
Ticker
AAPL
Class
COM
Reported value
$59,195,000
Reported amount
204,571
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002013988-26-000003
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
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Disclosed positions

See the complete disclosed positions
Apple ComputerAAPLCOM$59,195,000204,571SHNone
Alphabet Cl AGOOGLCAP STK CL A$27,341,00076,506SHNone
Amazon.comAMZNCOM$24,156,000101,352SHNone
Nvidia Corp.NVDACOM$20,944,000104,675SHNone
CaterpillarCATCOM$20,275,00019,039SHNone
Wal-Mart Stores Inc.WMTCOM$17,832,000157,447SHNone
MicrosoftMSFTCOM$15,892,00042,602SHNone
Mastercard Inc Cl AMACL A$9,264,00018,038SHNone
Cummins Inc.CMICOM$8,763,00012,287SHNone
Meta Platforms AMETACL A$7,442,00013,211SHNone
Costco WholesaleCOSTCOM$6,495,0006,943SHNone
Chevron Corp.CVXCOM$6,372,00038,443SHNone
Eli LillyLLYCOM$6,227,0005,192SHNone
AmgenAMGNCOM$6,135,00016,942SHNone
Johnson & JohnsonJNJCOM$6,055,00023,841SHNone
Broadcom, Inc.AVGOCOM$5,831,00015,435SHNone
Visa IncVCOM CL A$5,717,00016,663SHNone
Parker HannifinPHCOM$5,683,0005,810SHNone
McDonaldsMCDCOM$5,535,00020,476SHNone
Auto Data ProcessingADPCOM$5,245,00023,421SHNone
Duke Energy Corp NewDUKCOM NEW$5,180,00040,921SHNone
LowesLOWCOM$4,946,00022,434SHNone
Coca-ColaKOCOM$4,917,00060,500SHNone
Advanced Micro DevicesAMDCOM$4,551,0007,834SHNone
Berkshire Hathaway Inc-BBRK.BCL B NEW$4,488,0008,970SHNone
Home Depot Inc.HDCOM$4,464,00012,656SHNone
Procter & GamblePGCOM$4,040,00027,549SHNone
Lockheed Martin Corp.LMTCOM$3,810,0007,478SHNone
Cisco SystemsCSCOCOM$3,788,00032,251SHNone
Oracle SystemsORCLCOM$3,509,00023,943SHNone
Deere & Co.DECOM$3,244,0005,114SHNone
Qualcomm, Inc.QCOMCOM$3,185,00017,238SHNone
GE VERNOVA INCGEVCOM$3,146,0002,678SHNone
AbbVieABBVCOM$3,032,00012,050SHNone
Pepsi CoPEPCOM$2,920,00021,568SHNone
LAM ResearchLRCXCOM NEW$2,916,0006,730SHNone
International Business MachinesIBMCOM$2,857,00010,161SHNone
Alphabet Cl CGOOGCAP STK CL C$2,742,0007,760SHNone
RTX CorporationRTXCOM$2,706,00014,264SHNone
JP Morgan Chase & CoJPMCOM$2,695,0008,232SHNone
3M CoMMMCOM$2,374,00014,663SHNone
Eaton Corp PLCETNSHS$2,176,0005,106SHNone
Equinix IncEQIXCOM$2,055,0001,971SHNone
Applied Matls IncAMATCOM$2,032,0002,810SHNone
Texas Instruments IncTXNCOM$1,967,0006,599SHNone
FedEx CorpFDXCOM$1,924,0006,144SHNone
Novartis AGNVSSPONSORED ADR$1,917,00012,234SHNone
HersheyHSYCOM$1,799,00010,254SHNone
Illinois Tool WorksITWCOM$1,745,0006,452SHNone
Truist Financial CorpTFCCOM$1,697,00034,065SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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