Wealth Group, Ltd.

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

Import this data to Google Sheets with:

=jivedata("wealth-group-ltd-3988","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $107K88 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$743	0.7%Prev: 0.5%	5,119 SH	Decreased-112 SH
ABBVIE INC	COM	$859	0.8%Prev: 0.7%	3,949 SH	Decreased-1,255 SH
ADVANCED MICRO DEVICES	COM	$289	0.3%	1,419 SH	New
ALPHABET INC	CAP STK CL A	$6K	5.2%Prev: 2.5%	19,312 SH	Increased-6,038 SH
ALPHABET INC	CAP STK CL C	$411	0.4%Prev: 0.4%	1,432 SH	Decreased-2,114 SH
AMAZON COM INC	COM	$4K	4.2%Prev: 3.3%	21,468 SH	Decreased-4,949 SH
AMERICAN EXPRESS CO	COM	$404	0.4%Prev: 0.3%	1,337 SH	Decreased-642 SH
AMGEN INC	COM	$2K	1.4%Prev: 1.0%	4,267 SH	Increased-513 SH
ANALOG DEVICES INC	COM	$207	0.2%	650 SH	New
APPLE INC	COM	$13K	11.7%Prev: 10.8%	49,373 SH	Decreased-25,967 SH
APPLIED MATLS INC	COM	$727	0.7%Prev: 0.2%	2,127 SH	Increased+198 SH
ASML HLDG NV	N Y REGISTRY SHS	$209	0.2%	158 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$1K	1.1%Prev: 1.2%	5,647 SH	Decreased-494 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1K	1.1%	2,371 SH	New
BOEING	COM	$483	0.5%	2,425 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$210	0.2%Prev: 0.1%	3,458 SH	Decreased-100 SH
BROADCOM INC	COM	$1K	1.4%Prev: 0.7%	4,700 SH	Increased-1,938 SH
BUILDERS FIRSTSOURCE INC	COM	$358	0.3%Prev: 0.4%	4,350 SH	Decreased-845 SH
CATERPILLAR INC	COM	$4K	3.7%Prev: 1.1%	5,634 SH	Increased+449 SH
CHARLES SCHWAB	COM	$362	0.3%	3,852 SH	New
CHEVRON CORP NEW	COM	$4K	3.5%Prev: 2.4%	17,946 SH	Increased-4,129 SH
CHIPOTLE MEXICAN GRILL INC	COM	$238	0.2%Prev: 0.3%	7,435 SH	Decreased-2,905 SH
CISCO SYS INC	COM	$385	0.4%Prev: 0.5%	4,965 SH	Decreased-6,808 SH
COCA COLA CO	COM	$1K	1.4%Prev: 1.2%	19,425 SH	Decreased-6,351 SH
COHERUS BIOSCIENCES	COM	$24	0.0%Prev: 0.0%	14,195 SH	Decreased-38,000 SH
CONOCOPHILLIPS	com	$242	0.2%Prev: 0.1%	1,830 SH	Increased-93 SH
COSTCO WHSL CORP NEW	COM	$2K	2.0%Prev: 1.7%	2,196 SH	Decreased-540 SH
CUMMINS INC	COM	$2K	1.7%Prev: 0.7%	3,409 SH	Increased-129 SH
DEERE & CO	COM	$682	0.6%Prev: 0.4%	1,210 SH	Increased+10 SH
DUKE ENERGY CORP NEW	COM NEW	$3K	3.1%Prev: 2.1%	25,569 SH	Increased-1,213 SH
EATON CORP PLC	SHS	$735	0.7%Prev: 0.4%	2,054 SH	Increased-301 SH
ELI LILLY & CO	COM	$2K	1.4%Prev: 1.0%	1,644 SH	Decreased-271 SH
EMERSON ELEC CO	COM	$281	0.3%Prev: 0.2%	2,145 SH	Increased
ENBRIDGE INC	COM	$253	0.2%Prev: 0.2%	4,682 SH	Decreased-1,542 SH
EXXON MOBIL CORP	COM	$936	0.9%Prev: 0.7%	5,515 SH	Decreased-4,001 SH
FEDEX CORP	COM	$467	0.4%Prev: 0.2%	1,310 SH	Increased-241 SH
GE VERNOVA INC	COM	$1K	1.3%Prev: 0.2%	1,545 SH	Increased+666 SH
HERSHEY CO	COM	$920	0.9%Prev: 0.5%	4,425 SH	Increased-120 SH
HOME DEPOT INC	COM	$2K	1.5%Prev: 1.4%	4,939 SH	Decreased-857 SH
HOMEMET AEROSPACE INC	COM	$208	0.2%	904 SH	New
ILLINOIS TOOL WKS INC	COM	$567	0.5%	2,178 SH	New
INTERNATION BUSINESS MACHS	COM	$648	0.6%Prev: 0.4%	2,675 SH	Increased+170 SH
INVESTORS TITLE CO NC	COM	$229	0.2%Prev: 0.3%	1,054 SH	Decreased-1,054 SH
JOHNSON & JOHNSON	COM	$1K	1.2%Prev: 0.8%	5,240 SH	Increased-2,247 SH
JPMORGAN CHASE & CO	COM	$1K	1.2%Prev: 1.2%	4,546 SH	Decreased-2,703 SH
LAM RESEARCH CORP	COM NEW	$1K	1.3%Prev: 0.3%	6,350 SH	Increased
LOCKHEED MARTIN CORP	COM	$1K	1.3%Prev: 0.9%	2,314 SH	Increased-648 SH
LOWES COS INC	COM	$1K	1.0%Prev: 0.7%	4,355 SH	Increased-10 SH
MARRIOTT INTL INC NEW	CL A	$319	0.3%Prev: 0.2%	975 SH	Increased
MASTERCARD INCORPORATED	CL A	$2K	2.3%Prev: 2.1%	4,926 SH	Decreased-1,026 SH
MCDONALDS CORP	COM	$2K	1.8%Prev: 2.1%	6,349 SH	Decreased-3,893 SH
MERCK & CO INC	COM	$321	0.3%Prev: 0.5%	2,667 SH	Decreased-5,365 SH
META PLATFORMS INC	CL A	$3K	2.4%Prev: 1.8%	4,448 SH	Decreased-355 SH
MICROSOFT CORP	COM	$4K	3.6%Prev: 5.0%	10,506 SH	Decreased-10,091 SH
MONDELEZ INTL INC	CL A	$255	0.2%Prev: 0.2%	4,429 SH	Decreased-289 SH
NETFLIX INC	COM	$537	0.5%Prev: 0.5%	5,580 SH	Decreased+4,671 SH
NORFOLK SOUTHN CORP	COM	$316	0.3%Prev: 0.2%	1,100 SH	Increased+49 SH
NOVARTIS AG	SPONSORED ADR	$336	0.3%Prev: 0.3%	2,200 SH	Decreased-2,070 SH
NUCOR CORP	COM	$546	0.5%Prev: 0.4%	3,230 SH	Decreased-1,050 SH
NVIDIA CORPORATION	COM	$5K	4.8%Prev: 2.8%	29,706 SH	Increased-10,433 SH
ORACLE CORP	COM	$320	0.3%Prev: 0.4%	2,177 SH	Decreased-2,046 SH
PALTO ALTO NETWORKS	COM	$374	0.3%	2,330 SH	New
PARKER HANNIFIN	COM	$2K	1.8%	2,148 SH	New
PDS BIOTECHNOLOGY CORP	COM	$8	0.0%Prev: 0.0%	13,399 SH	Decreased-2,000 SH
PEPSICO INC	COM	$1K	1.2%Prev: 0.8%	8,192 SH	Increased+93 SH
PHILIP MORRIS INTL INC	COM	$1K	1.1%Prev: 1.1%	6,832 SH	Decreased-3,786 SH
PROCTER AND GAMBLE CO	COM	$2K	1.6%Prev: 1.4%	12,041 SH	Decreased-477 SH
QUALCOMM INC	COM	$852	0.8%Prev: 0.7%	6,617 SH	Decreased-250 SH
ROYAL BK CDA	COM	$638	0.6%Prev: 0.2%	3,943 SH	Increased+668 SH
RTX CORPORATION	COM	$567	0.5%Prev: 0.4%	2,938 SH	Decreased-1,827 SH
SHERWIN WILLIAMS CO	COM	$382	0.4%Prev: 0.3%	1,191 SH	Decreased-29 SH
SOUTHERN CO	COM	$256	0.2%Prev: 0.2%	2,650 SH	Decreased-1,246 SH
STARBUCKS CORP	COM	$556	0.5%Prev: 0.2%	6,205 SH	Increased+3,507 SH
STRYKER CORPORATION	COM	$311	0.3%Prev: 0.2%	946 SH	Increased+175 SH
T. ROWE PRICE GROUP	COM	$271	0.3%	3,002 SH	New
TAIWAN SEMICONDUCTOR	SPONSORED ADS	$300	0.3%	888 SH	New
TARGET	COM	$284	0.3%Prev: 0.3%	2,342 SH	Decreased-1,398 SH
TESLA	COM	$283	0.3%	761 SH	New
TEXAS INSTRUMENTS	COM	$222	0.2%	1,146 SH	New
THERMO FISHER	COM	$216	0.2%	439 SH	New
TOYOTA MOTOR CORP	ADS	$454	0.4%Prev: 0.2%	2,205 SH	Increased+200 SH
TRUIST FINL CORP	COM	$896	0.8%Prev: 2.4%	19,500 SH	Decreased-72,113 SH
UBER TECHNOLOGIES INC	COM	$381	0.4%Prev: 0.2%	5,302 SH	Increased+707 SH
UNION PAC CORP	COM	$415	0.4%Prev: 0.3%	1,710 SH	Decreased-63 SH
UNITED RENTALS	COM	$219	0.2%	300 SH	New
VEEVA SYS INC	CL A COM	$233	0.2%Prev: 0.2%	1,328 SH	Decreased-56 SH
VISA INC	CL A COM	$883	0.8%	2,921 SH	New
WALMART INC	COM	$6K	5.4%Prev: 2.9%	46,870 SH	Increased-4,792 SH

Sold (vs prior filing)

ABBOTT LABS — $294
ABDRN ETFS — $312
ACCENTURE PLC IRELAND — $205
ADOBE INC — $982
ADVANCED MICRO DEVICES INC — $327
AFLAC INC — $239
AIM ETF PRODUCTS TRUST — $344
AIM ETF PRODUCTS TRUST — $208
AIM ETF PRODUCTS TRUST — $800
AIM ETF PRODUCTS TRUST — $396
AIM ETF PRODUCTS TRUST — $603
AIM ETF PRODUCTS TRUST — $243
ALTRIA GROUP INC — $690
AMERICAN ELEC PWR CO INC — $360
ARES CAPITAL CORP — $209
ASML HOLDING N V — $309
AT&T INC — $551
BANK AMERICA CORP — $290
BECTON DICKINSON & CO — $353
BERKSHIRE HATHAWAY INC DEL — $2K
… and 65 more

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