Wealth Group, Ltd.

CIK 0002013988 • 5 13F filings • May 7, 2025 – Jul 21, 2026

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Filer information

Filed by: Wealth Group, Ltd., President
Address: 100 E. SIX FORKS ROAD, SUITE W00, RALEIGH, NC, 27605
Phone: 9198632355
AUM: $103K

AUM over time

$120K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q2 2026

Q2 2025

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $101K1 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$723	0.7%Prev: 0.7%	4,747 SH	Decreased-372 SH
ABBVIE INC	COM	$741	0.7%Prev: 0.8%	3,991 SH	Decreased+42 SH
ADOBE INC	COM	$762	0.8%	1,969 SH	New
ALPHABET INC	CAP STK CL A	$3K	3.4%Prev: 5.2%	19,712 SH	Decreased+400 SH
ALPHABET INC	CAP STK CL C	$319	0.3%Prev: 0.4%	1,800 SH	Decreased+368 SH
AMAZON COM INC	COM	$5K	4.6%Prev: 4.2%	21,259 SH	Increased-209 SH
AMERICAN EXPRESS CO	COM	$395	0.4%Prev: 0.4%	1,237 SH	Decreased-100 SH
AMGEN INC	COM	$1K	1.2%Prev: 1.4%	4,417 SH	Decreased+150 SH
ANALOG DEVICES	COM	$212	0.2%	890 SH	New
APPLE INC	COM	$10K	10.4%Prev: 11.7%	50,949 SH	Decreased+1,576 SH
APPLIED MATLS INC	COM	$395	0.4%Prev: 0.7%	2,159 SH	Decreased+32 SH
AUTOMATIC DATA PROCESSING IN	COM	$2K	1.5%Prev: 1.1%	4,883 SH	Increased-764 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1K	1.1%Prev: 1.1%	2,261 SH	Decreased-110 SH
BROADCOM INC	COM	$1K	1.3%Prev: 1.4%	4,830 SH	Decreased+130 SH
BUILDERS FIRSTSOURCE INC	COM	$473	0.5%Prev: 0.3%	4,050 SH	Increased-300 SH
CATERPILLAR INC	COM	$2K	2.2%Prev: 3.7%	5,814 SH	Decreased+180 SH
CHARLES SCHWAB	COM	$355	0.4%Prev: 0.3%	3,893 SH	Decreased+41 SH
CHEVRON CORP NEW	COM	$3K	2.6%Prev: 3.5%	18,634 SH	Decreased+688 SH
CHIPOTLE MEXICAN GRILL INC	COM	$579	0.6%Prev: 0.2%	10,315 SH	Increased+2,880 SH
CISCO SYS INC	COM	$540	0.5%Prev: 0.4%	7,782 SH	Increased+2,817 SH
COCA COLA CO	COM	$1K	1.3%Prev: 1.4%	17,853 SH	Decreased-1,572 SH
COHERUS BIOSCIENCES	COM	$29	0.0%Prev: 0.0%	39,195 SH	Increased+25,000 SH
CONOCOPHILLIPS	COM	$207	0.2%Prev: 0.2%	2,308 SH	Decreased+478 SH
COSTCO WHSL CORP NEW	COM	$2K	2.1%Prev: 2.0%	2,176 SH	Decreased-20 SH
CSX	COM	$245	0.2%	7,500 SH	New
CUMMINS INC	COM	$1K	1.2%Prev: 1.7%	3,558 SH	Decreased+149 SH
DEERE & CO	COM	$725	0.7%Prev: 0.6%	1,425 SH	Increased+215 SH
DUKE ENERGY CORP NEW	COM NEW	$3K	2.8%Prev: 3.1%	23,942 SH	Decreased-1,627 SH
EATON CORP PLC	SHS	$787	0.8%Prev: 0.7%	2,205 SH	Increased+151 SH
ELI LILLY & CO	COM	$824	0.8%Prev: 1.4%	1,057 SH	Decreased-587 SH
EMERSON ELEC CO	COM	$291	0.3%Prev: 0.3%	2,184 SH	Increased+39 SH
ENBRIDGE INC	COM	$217	0.2%Prev: 0.2%	4,780 SH	Decreased+98 SH
EXXON MOBIL CORP	COM	$336	0.3%Prev: 0.9%	3,113 SH	Decreased-2,402 SH
FACTSET RESEARCH SYSTEMS	COM	$216	0.2%	484 SH	New
FEDEX CORP	COM	$248	0.2%Prev: 0.4%	1,090 SH	Decreased-220 SH
GE VERNOVA INC	COM	$664	0.7%Prev: 1.3%	1,255 SH	Decreased-290 SH
HERSHEY CO	COM	$786	0.8%Prev: 0.9%	4,738 SH	Decreased+313 SH
HOME DEPOT INC	COM	$2K	1.6%Prev: 1.5%	4,510 SH	Increased-429 SH
ILLINOIS TOLL WKS INC	COM	$529	0.5%	2,138 SH	New
INTERNATION BUSINESS MACHS	COM	$754	0.7%Prev: 0.6%	2,559 SH	Increased-116 SH
INTUIT	COM	$265	0.3%	336 SH	New
INVESTORS TITLE CO NC	COM	$223	0.2%Prev: 0.2%	1,054 SH	Decreased
JOHNSON & JOHNSON	COM	$773	0.8%Prev: 1.2%	5,061 SH	Decreased-179 SH
JPMORGAN CHASE & CO	COM	$1K	1.2%Prev: 1.2%	4,052 SH	Decreased-494 SH
LAM RESEARCH CORP	COM NEW	$622	0.6%Prev: 1.3%	6,389 SH	Decreased+39 SH
LOCKHEED MARTIN CORP	COM	$1K	1.1%Prev: 1.3%	2,395 SH	Decreased+81 SH
LOWES COS INC	COM	$1K	1.0%Prev: 1.0%	4,530 SH	Decreased+175 SH
MARRIOTT INTL INC NEW	CL A	$271	0.3%Prev: 0.3%	991 SH	Decreased+16 SH
MASTERCARD INCORPORATED	CL A	$3K	2.8%Prev: 2.3%	5,032 SH	Increased+106 SH
MCCORMICK & CO INC	COM NON VTG	$217	0.2%	2,867 SH	New
MCDONALDS CORP	COM	$2K	2.2%Prev: 1.8%	7,655 SH	Increased+1,306 SH
MERCK & CO INC	COM	$286	0.3%Prev: 0.3%	3,616 SH	Decreased+949 SH
META PLATFORMS INC	CL A	$3K	3.1%Prev: 2.4%	4,239 SH	Increased-209 SH
MICROSOFT CORP	COM	$7K	6.7%Prev: 3.6%	13,508 SH	Increased+3,002 SH
MONDELEZ INTL INC	CL A	$335	0.3%Prev: 0.2%	4,964 SH	Increased+535 SH
NETFLIX INC	COM	$793	0.8%Prev: 0.5%	592 SH	Increased-4,988 SH
NIKE INC	CL B	$308	0.3%	4,337 SH	New
NORFOLK SOUTHN CORP	COM	$542	0.5%Prev: 0.3%	2,119 SH	Increased+1,019 SH
NOVARTIS AG	SPONSORED ADR	$313	0.3%Prev: 0.3%	2,586 SH	Decreased+386 SH
NUCOR CORP	COM	$483	0.5%Prev: 0.5%	3,730 SH	Decreased+500 SH
NVIDIA CORPORATION	COM	$5K	5.1%Prev: 4.8%	32,542 SH	Decreased+2,836 SH
ORACLE CORP	COM	$594	0.6%Prev: 0.3%	2,717 SH	Increased+540 SH
PALTO ALTO NETWORKS	COM	$381	0.4%Prev: 0.3%	1,862 SH	Increased-468 SH
PARKER HANNIFIN	COM	$2K	1.5%Prev: 1.8%	2,168 SH	Decreased+20 SH
PAYCHEX INC	COM	$221	0.2%	1,522 SH	New
PDS BIOTECHNOLOGY CORP	COM	$18	0.0%Prev: 0.0%	13,399 SH	Increased
PEPSICO INC	COM	$1K	1.1%Prev: 1.2%	8,107 SH	Decreased-85 SH
PFIZER INC	COM	$40	0.0%	1,631 SH	New
PHILIP MORRIS INTL INC	COM	$1K	1.3%Prev: 1.1%	7,140 SH	Increased+308 SH
PRICE T ROW GROUP INC	COM	$349	0.3%	3,622 SH	New
PROCTER AND GAMBLE CO	COM	$1K	1.5%Prev: 1.6%	9,349 SH	Decreased-2,692 SH
QUALCOMM INC	COM	$1K	1.0%Prev: 0.8%	6,598 SH	Increased-19 SH
ROYAL BK CDA	COM	$519	0.5%Prev: 0.6%	3,943 SH	Decreased
RTX CORPORATION	COM	$451	0.4%Prev: 0.5%	3,089 SH	Decreased+151 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$223	0.2%	7,633 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$228	0.2%	8,250 SH	New
SHERWIN WILLIAMS CO	COM	$477	0.5%Prev: 0.4%	1,390 SH	Increased+199 SH
STARBUCKS CORP	COM	$249	0.2%Prev: 0.5%	2,715 SH	Decreased-3,490 SH
STRYKER CORPORATION	COM	$305	0.3%Prev: 0.3%	771 SH	Decreased-175 SH
TARGET	COM	$271	0.3%Prev: 0.3%	2,744 SH	Decreased+402 SH
TESLA	COM	$278	0.3%Prev: 0.3%	876 SH	Decreased+115 SH
TEXAS INSTURMENTS	COM	$246	0.2%	1,187 SH	New
TOYOTA MOTOR CORP	ADS	$384	0.4%Prev: 0.4%	2,227 SH	Decreased+22 SH
TRUIST FINL CORP	COM	$3K	3.4%Prev: 0.8%	79,994 SH	Increased+60,494 SH
UBER TECHNOLOGIES INC	COM	$506	0.5%Prev: 0.4%	5,427 SH	Increased+125 SH
UNION PAC CORP	COM	$410	0.4%Prev: 0.4%	1,782 SH	Decreased+72 SH
VEEVA SYS INC	CL A COM	$399	0.4%Prev: 0.2%	1,384 SH	Increased+56 SH
VISA INC	COM CL A	$1K	1.0%	2,889 SH	New
WALMART INC	COM	$4K	4.4%Prev: 5.4%	45,857 SH	Decreased-1,013 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES — $289
ANALOG DEVICES INC — $207
ASML HLDG NV — $209
BOEING — $483
BRISTOL-MYERS SQUIBB CO — $210
HOMEMET AEROSPACE INC — $208
ILLINOIS TOOL WKS INC — $567
SOUTHERN CO — $256
T. ROWE PRICE GROUP — $271
TAIWAN SEMICONDUCTOR — $300
TEXAS INSTRUMENTS — $222
THERMO FISHER — $216
UNITED RENTALS — $219
VISA INC — $883

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0002013988-26-000001	$103K	View
Jul 21, 2026	Q2 2026	13F-HR	0002013988-26-000003	$120K	View
Aug 19, 2025	Q2 2025