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CIK 0002013988 • 5 13F filings • May 7, 2025 – Jul 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $768 | 0.5% | 5,231 SH | |
| ABBOTT LABS | COM | $294 | 0.2% | 2,220 SH | |
| ABBVIE INC | COM | $1K | 0.7% | 5,204 SH | |
| ABDRN ETFS | BBRG ALL COMD K1 | $312 | 0.2% | 14,542 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $205 | 0.1% | 656 SH | |
| ADOBE INC | COM | $982 | 0.6% | 2,561 SH | |
| ADVANCED MICRO DEVICES INC | COM | $327 | 0.2% | 3,183 SH | |
| AFLAC INC | COM | $239 | 0.2% | 2,147 SH | |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | $344 | 0.2% | 11,920 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 APR | $208 | 0.1% | 6,467 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 DEC | $800 | 0.5% | 26,725 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 FEB | $396 | 0.3% | 13,028 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 JUL | $603 | 0.4% | 17,493 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 OCT | $243 | 0.2% | 6,911 SH | |
| ALPHABET INC | CAP STK CL A | $4K | 2.5% | 25,350 SH | |
| ALPHABET INC | CAP STK CL C | $554 | 0.4% | 3,546 SH | |
| ALTRIA GROUP INC | COM | $690 | 0.4% | 11,494 SH | |
| AMAZON COM INC | COM | $5K | 3.3% | 26,417 SH | |
| AMERICAN ELEC PWR CO INC | COM | $360 | 0.2% | 3,297 SH | |
| AMERICAN EXPRESS CO | COM | $532 | 0.3% | 1,979 SH | |
| AMGEN INC | COM | $1K | 1.0% | 4,780 SH | |
| APPLE INC | COM | $17K | 10.8% | 75,340 SH | |
| APPLIED MATLS INC | COM | $280 | 0.2% | 1,929 SH | |
| ARES CAPITAL CORP | COM | $209 | 0.1% | 9,452 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $309 | 0.2% | 466 SH | |
| AT&T INC | COM | $551 | 0.4% | 19,468 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $2K | 1.2% | 6,141 SH | |
| BANK AMERICA CORP | COM | $290 | 0.2% | 6,955 SH | |
| BECTON DICKINSON & CO | COM | $353 | 0.2% | 1,543 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2K | 1.1% | 3,081 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $217 | 0.1% | 3,558 SH | |
| BROADCOM INC | COM | $1K | 0.7% | 6,638 SH | |
| BUILDERS FIRSTSOURCE INC | COM | $649 | 0.4% | 5,195 SH | |
| CATERPILLAR INC | COM | $2K | 1.1% | 5,185 SH | |
| CHEVRON CORP NEW | COM | $4K | 2.4% | 22,075 SH | |
| CHIPOTLE MEXICAN GRILL INC | COM | $519 | 0.3% | 10,340 SH | |
| CINTAS CORP | COM | $373 | 0.2% | 1,817 SH | |
| CISCO SYS INC | COM | $727 | 0.5% | 11,773 SH | |
| CLOROX CO DEL | COM | $254 | 0.2% | 1,725 SH | |
| COCA COLA CO | COM | $2K | 1.2% | 25,776 SH | |
| COHERUS BIOSCIENCES | COM | $42 | 0.0% | 52,195 SH | |
| COMCAST CORP NEW | CL A | $489 | 0.3% | 13,248 SH | |
| CONOCOPHILLIPS | COM | $202 | 0.1% | 1,923 SH | |
| CONSTELLATION ENERGY CORP | COM | $369 | 0.2% | 1,831 SH | |
| COSTCO WHSL CORP NEW | COM | $3K | 1.7% | 2,736 SH | |
| CUMMINS INC | COM | $1K | 0.7% | 3,538 SH | |
| DEERE & CO | COM | $563 | 0.4% | 1,200 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $200 | 0.1% | 4,756 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $3K | 2.1% | 26,782 SH | |
| EATON CORP PLC | SHS | $640 | 0.4% | 2,355 SH | |
| ELI LILLY & CO | COM | $2K | 1.0% | 1,915 SH | |
| EMERSON ELEC CO | COM | $235 | 0.2% | 2,145 SH | |
| ENBRIDGE INC | COM | $276 | 0.2% | 6,224 SH | |
| ENTERGY COP NEW | COM | $272 | 0.2% | 3,183 SH | |
| EXELON CORP | COM | $275 | 0.2% | 5,962 SH | |
| EXXON MOBIL CORP | COM | $1K | 0.7% | 9,516 SH | |
| FEDEX CORP | COM | $378 | 0.2% | 1,551 SH | |
| GE VERNOVA INC | COM | $268 | 0.2% | 879 SH | |
| GILEAD SCIENCES INC | COM | $331 | 0.2% | 2,953 SH | |
| GOLDMAN SACHS GROUP INC | COM | $887 | 0.6% | 1,624 SH | |
| HCA HEALTHCARE INC | COM | $246 | 0.2% | 713 SH | |
| HERSHEY CO | COM | $777 | 0.5% | 4,545 SH | |
| HOME DEPOT INC | COM | $2K | 1.4% | 5,796 SH | |
| ILLINOIS TOLL WKS INC | COM | $530 | 0.3% | 2,136 SH | |
| INTERNATION BUSINESS MACHS | COM | $623 | 0.4% | 2,505 SH | |
| INVESTORS TITLE CO NC | COM | $508 | 0.3% | 2,108 SH | |
| ISHARES INC | CORE MSCI EMKT | $261 | 0.2% | 4,838 SH | |
| ISHARES INC | MSCI GBL MIN VOL | $541 | 0.4% | 4,647 SH | |
| ISHARES TR | CORE MSCI EAFE | $316 | 0.2% | 4,177 SH | |
| ISHARES TR | CORE MSCI INTL | $221 | 0.1% | 3,207 SH | |
| ISHARES TR | NATIONAL MUN ETF | $499 | 0.3% | 4,731 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $225 | 0.1% | 2,135 SH | |
| ISHARES TR | U.S. MED DVC ETF | $289 | 0.2% | 4,798 SH | |
| JOHNSON & JOHNSON | COM | $1K | 0.8% | 7,487 SH | |
| JPMORGAN CHASE & CO | COM | $2K | 1.2% | 7,249 SH | |
| KIMBERLY-CLARK CORP | COM | $236 | 0.2% | 1,658 SH | |
| LAM RESEARCH CORP | COM NEW | $462 | 0.3% | 6,350 SH | |
| LOCKHEED MARTIN CORP | COM | $1K | 0.9% | 2,962 SH | |
| LOWES COS INC | COM | $1K | 0.7% | 4,365 SH | |
| MARATHON PETE CORP | COM | $269 | 0.2% | 1,848 SH | |
| MARRIOTT INTL INC NEW | CL A | $232 | 0.2% | 975 SH | |
| MASTERCARD INCORPORATED | CL A | $3K | 2.1% | 5,952 SH | |
| MCCORMICK & CO INC | COM NON VTG | $233 | 0.2% | 2,826 SH | |
| MCDONALDS CORP | COM | $3K | 2.1% | 10,242 SH | |
| MERCK & CO INC | COM | $721 | 0.5% | 8,032 SH | |
| META PLATFORMS INC | CL A | $3K | 1.8% | 4,803 SH | |
| MICROSOFT CORP | COM | $8K | 5.0% | 20,597 SH | |
| MONDELEZ INTL INC | CL A | $320 | 0.2% | 4,718 SH | |
| NETFLIX INC | COM | $848 | 0.5% | 909 SH | |
| NETXTERA ENERGY INC | COM | $322 | 0.2% | 4,549 SH | |
| NIKE INC | CL B | $274 | 0.2% | 4,309 SH | |
| NORFOLK SOUTHN CORP | COM | $249 | 0.2% | 1,051 SH | |
| NORTHROP GRUMMAN CORP | COM | $291 | 0.2% | 569 SH | |
| NOVARTIS AG | SPONSORED ADR | $476 | 0.3% | 4,270 SH | |
| NOVO-NORDISK A S | ADR | $213 | 0.1% | 3,073 SH | |
| NUCOR CORP | COM | $608 | 0.4% | 4,280 SH | |
| NVIDIA CORPORATION | COM | $4K | 2.8% | 40,139 SH | |
| ORACLE CORP | COM | $590 | 0.4% | 4,223 SH | |
| PARKER-HANNIFIN CORP | COM | $1K | 0.8% | 2,083 SH | |
| PAYCHEX INC | COM | $231 | 0.1% | 1,500 SH | |
| PDS BIOTECHNOLOGY CORP | COM | $18 | 0.0% | 15,399 SH | |
| PEPSICO INC | COM | $1K | 0.8% | 8,099 SH | |
| PFIZER INC | COM | $246 | 0.2% | 9,697 SH | |
| PHILIP MORRIS INTL INC | COM | $2K | 1.1% | 10,618 SH | |
| PRICE T ROW GROUP INC | COM | $353 | 0.2% | 3,843 SH | |
| PROCTER AND GAMBLE CO | COM | $2K | 1.4% | 12,518 SH | |
| PROLOGIX INC | COM | $319 | 0.2% | 2,857 SH | |
| PURPLE INNOVATION INC | COM | $7 | 0.0% | 10,000 SH | |
| QUALCOMM INC | COM | $1K | 0.7% | 6,867 SH | |
| RBB FD INC | US TREAS 3 MNTH | $350 | 0.2% | 7,004 SH | |
| ROYAL BK CDA | COM | $369 | 0.2% | 3,275 SH | |
| RTX CORPORATION | COM | $631 | 0.4% | 4,765 SH | |
| SALESFORCE INC | COM | $369 | 0.2% | 1,375 SH | |
| SCHWAB CHARLES CORP | COM | $280 | 0.2% | 3,575 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1K | 0.7% | 41,804 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1K | 0.8% | 50,751 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1K | 0.8% | 48,947 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $552 | 0.4% | 25,015 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $278 | 0.2% | 11,882 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $386 | 0.3% | 14,343 SH | |
| SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | $622 | 0.4% | 18,230 SH | |
| SHERWIN WILLIAMS CO | COM | $426 | 0.3% | 1,220 SH | |
| SOUTHERN CO | COM | $358 | 0.2% | 3,896 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $401 | 0.3% | 717 SH | |
| SPDR SER TR | PORTFLI HIGH YLD | $728 | 0.5% | 31,074 SH | |
| STARBUCKS CORP | COM | $265 | 0.2% | 2,698 SH | |
| STRYKER CORPORATION | COM | $287 | 0.2% | 771 SH | |
| T-MOBILE US INC | COM | $506 | 0.3% | 1,896 SH | |
| TARGET | COM | $390 | 0.3% | 3,740 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $248 | 0.2% | 498 SH | |
| TJX COS INC NEW | COM | $5K | 3.1% | 39,495 SH | |
| TOYOTA MOTOR CORP | ADS | $354 | 0.2% | 2,005 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $290 | 0.2% | 861 SH | |
| TRUIST FINL CORP | COM | $4K | 2.4% | 91,613 SH | |
| UBER TECHNOLOGIES INC | COM | $335 | 0.2% | 4,595 SH | |
| UNION PAC CORP | COM | $419 | 0.3% | 1,773 SH | |
| UNITEDHEALTH GROUP INC | COM | $671 | 0.4% | 1,282 SH | |
| VANECK ETF TRUST | JP MRGAN EM LOC | $250 | 0.2% | 10,468 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $450 | 0.3% | 5,749 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3K | 1.7% | 36,295 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $725 | 0.5% | 14,845 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $285 | 0.2% | 768 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $306 | 0.2% | 1,645 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $241 | 0.2% | 958 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $245 | 0.2% | 1,419 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $496 | 0.3% | 10,954 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $937 | 0.6% | 18,786 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $440 | 0.3% | 8,859 SH | |
| VANGUARD TAX-MANAGED FDX | VAN FTSE DEV MKT | $1K | 0.7% | 22,656 SH | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $259 | 0.2% | 4,034 SH | |
| VEEVA SYS INC | CL A COM | $321 | 0.2% | 1,384 SH | |
| VERIZON COMMUNICATIONS INC | COM | $650 | 0.4% | 14,336 SH | |
| VISA INC | COM CL A | $2K | 1.0% | 4,615 SH | |
| WALMART INC | COM | $5K | 2.9% | 51,662 SH | |
| WELLS FARGO CO NEW | COM | $255 | 0.2% | 3,554 SH | |
| WISDOMTREE TR | US SMALLCAP DIVD | $205 | 0.1% | 6,405 SH |
| 13F-HR |
| 0002013988-25-000006 |
| $101K |
| View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0002013988-26-000002 | $107K | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0002013988-25-000002 | $154K | View |