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: $120K106 positionsView on SEC.gov

			% of Portfolio
3M Co	COM	$2K	2.0%Prev: 0.7%	14,663 SH	Increased+9,916 SH
Abbott Labs	COM	$475	0.4%	5,240 SH	New
AbbVie	COM	$3K	2.5%	12,050 SH	New
Advanced Micro Devices	COM	$5K	3.8%	7,834 SH	New
AFLAC, Inc.	COM	$772	0.6%	6,586 SH	New
Alphabet Cl A	CAP STK CL A	$27K	22.8%	76,506 SH	New
Alphabet Cl C	CAP STK CL C	$3K	2.3%	7,760 SH	New
Amazon.com	COM	$24K	20.2%	101,352 SH	New
American Express	COM	$1K	1.1%	3,965 SH	New
Amgen	COM	$6K	5.1%	16,942 SH	New
APA Corporation	COM	$651	0.5%	20,000 SH	New
Apple Computer	COM	$59K	49.5%	204,571 SH	New
Applied Matls Inc	COM	$2K	1.7%Prev: 0.4%	2,810 SH	Increased+651 SH
Auto Data Processing	COM	$5K	4.4%	23,421 SH	New
BankAmerica Corp	COM	$1K	1.1%	22,994 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$749	0.6%	1 SH	New
Berkshire Hathaway Inc-B	CL B NEW	$4K	3.8%	8,970 SH	New
Boeing	COM	$988	0.8%	4,565 SH	New
Bristol-Meyers Squibb	COM	$789	0.7%	13,692 SH	New
Broadcom, Inc.	COM	$6K	4.9%	15,435 SH	New
Caterpillar	COM	$20K	16.9%	19,039 SH	New
Chevron Corp.	COM	$6K	5.3%	38,443 SH	New
Chipotle Mexican Grill Inc	COM	$345	0.3%Prev: 0.6%	10,150 SH	Decreased-165 SH
Church & Dwight	COM	$335	0.3%	3,453 SH	New
Cisco Systems	COM	$4K	3.2%	32,251 SH	New
Clorox	COM	$233	0.2%	2,446 SH	New
Coca-Cola	COM	$5K	4.1%	60,500 SH	New
ConocoPhillips	COM	$333	0.3%Prev: 0.2%	3,207 SH	Increased+899 SH
Corning	COM	$368	0.3%	1,442 SH	New
Costco Wholesale	COM	$6K	5.4%	6,943 SH	New
Cummins Inc.	COM	$9K	7.3%	12,287 SH	New
Deere & Co.	COM	$3K	2.7%	5,114 SH	New
Delta Air Lines Inc DEL	COM NEW	$468	0.4%	5,000 SH	New
Duke Energy Corp New	COM NEW	$5K	4.3%Prev: 2.8%	40,921 SH	Increased+16,979 SH
Eaton Corp PLC	SHS	$2K	1.8%Prev: 0.8%	5,106 SH	Increased+2,901 SH
Eli Lilly	COM	$6K	5.2%	5,192 SH	New
Emerson Electric Company	COM	$660	0.6%	4,609 SH	New
Equinix Inc	COM	$2K	1.7%	1,971 SH	New
Exxon Mobil Corp	COM	$314	0.3%Prev: 0.3%	2,297 SH	Decreased-816 SH
FedEx Corp	COM	$2K	1.6%Prev: 0.2%	6,144 SH	Increased+5,054 SH
FedEx Freight	COMMON STOCK	$463	0.4%	3,068 SH	New
First Citizens Bank	CL A	$1K	0.9%	510 SH	New
GE Aerospace	COM NEW	$552	0.5%	1,476 SH	New
GE VERNOVA INC	COM	$3K	2.6%Prev: 0.7%	2,678 SH	Increased+1,423 SH
Generac	COM	$439	0.4%	1,500 SH	New
Hershey	COM	$2K	1.5%	10,254 SH	New
Home Depot Inc.	COM	$4K	3.7%	12,656 SH	New
Illinois Tool Works	COM	$2K	1.5%	6,452 SH	New
International Business Machines	COM	$3K	2.4%	10,161 SH	New
Johnson & Johnson	COM	$6K	5.1%Prev: 0.8%	23,841 SH	Increased+18,780 SH
JP Morgan Chase & Co	COM	$3K	2.3%	8,232 SH	New
Labcorp Holdings	COM SHS	$337	0.3%	1,202 SH	New
LAM Research	COM NEW	$3K	2.4%	6,730 SH	New
Lockheed Martin Corp.	COM	$4K	3.2%	7,478 SH	New
Lowes	COM	$5K	4.1%	22,434 SH	New
Marriott Intl	CL A	$1K	1.1%	3,550 SH	New
Mastercard Inc Cl A	CL A	$9K	7.7%	18,038 SH	New
McCormick & Co.	COM NON VTG	$263	0.2%	5,226 SH	New
McDonalds	COM	$6K	4.6%	20,476 SH	New
Merck	COM	$1K	1.2%	10,970 SH	New
Meta Platforms A	CL A	$7K	6.2%	13,211 SH	New
Microsoft	COM	$16K	13.3%	42,602 SH	New
NETFLIX INC	COM	$673	0.6%Prev: 0.8%	9,420 SH	Decreased+8,828 SH
Nike Inc.	CL B	$561	0.5%	13,677 SH	New
Norfolk Southern	COM	$307	0.3%	975 SH	New
Northrop Grumman	COM	$415	0.3%	815 SH	New
Novartis AG	SPONSORED ADR	$2K	1.6%Prev: 0.3%	12,234 SH	Increased+9,648 SH
Nucor Corp	COM	$1K	1.2%Prev: 0.5%	6,575 SH	Increased+2,845 SH
Nvidia Corp.	COM	$21K	17.5%	104,675 SH	New
Oracle Systems	COM	$4K	2.9%	23,943 SH	New
Packaging Corp Amer	COM	$274	0.2%	1,150 SH	New
Palantir Technologies	CL A	$630	0.5%	5,404 SH	New
Palto Alto Networks Inc	COM	$1K	1.0%	3,646 SH	New
Parker Hannifin	COM	$6K	4.7%Prev: 1.5%	5,810 SH	Increased+3,642 SH
Paychex, Inc.	COM	$364	0.3%	3,702 SH	New
Pepsi Co	COM	$3K	2.4%	21,568 SH	New
Pfizer Incorporated	COM	$335	0.3%	13,923 SH	New
Philip Morris Intl Inc	COM	$1K	1.2%Prev: 1.3%	8,171 SH	Increased+1,031 SH
Procter & Gamble	COM	$4K	3.4%	27,549 SH	New
Qualcomm, Inc.	COM	$3K	2.7%	17,238 SH	New
RBC Bearings	COM	$225	0.2%	350 SH	New
Regeneron Pharms Inc	COM	$249	0.2%	400 SH	New
Royal Bank of Canada	COM	$285	0.2%	1,379 SH	New
RTX Corporation	COM	$3K	2.3%Prev: 0.4%	14,264 SH	Increased+11,175 SH
SCHWAB CHARLES CORP	COM	$272	0.2%	2,950 SH	New
Select Sector SPDR TR	State Street ENE	$312	0.3%	5,882 SH	New
Sherwin Williams	COM	$720	0.6%	2,090 SH	New
Southern Co	COM	$268	0.2%	2,802 SH	New
Starbucks Corp.	COM	$2K	1.4%	16,106 SH	New
Stryker Corp	COM	$746	0.6%	2,371 SH	New
T. Rowe Price Group	COM	$889	0.7%	7,822 SH	New
Target Corp.	COM	$1K	1.0%	9,079 SH	New
TE Connectivity PLC	ORD SHS	$207	0.2%	1,027 SH	New
Tesla Inc.	COM	$943	0.8%	2,241 SH	New
Texas Instruments Inc	COM	$2K	1.6%	6,599 SH	New
Toro Co	COM	$247	0.2%	2,540 SH	New
Toyota	SP ADR REP2COM	$795	0.7%	4,722 SH	New
Truist Financial Corp	COM	$2K	1.4%	34,065 SH	New
UBER TECHNOLOGIES INC	COM	$854	0.7%Prev: 0.5%	11,832 SH	Increased+6,405 SH
Unilever PLC	SPON ADR NEW	$508	0.4%	8,444 SH	New
Union Pacific Corp.	COM	$2K	1.3%	5,619 SH	New
Vanguard Information Tech ETF	INF TECH ETF	$1K	0.9%	9,077 SH	New
Veeva SyS Inc	CL A COM	$303	0.3%Prev: 0.4%	1,710 SH	Decreased+326 SH
Verizon Communications Inc.	COM	$537	0.4%	12,688 SH	New
Visa Inc	COM CL A	$6K	4.8%Prev: 1.0%	16,663 SH	Increased+13,774 SH
Wal-Mart Stores Inc.	COM	$18K	14.9%	157,447 SH	New

Sold (vs prior filing)

ABBVIE INC — $741
ADOBE INC — $762
ALPHABET INC — $3K
ALPHABET INC — $319
AMAZON COM INC — $5K
AMERICAN EXPRESS CO — $395
AMGEN INC — $1K
ANALOG DEVICES — $212
APPLE INC — $10K
AUTOMATIC DATA PROCESSING IN — $2K
BERKSHIRE HATHAWAY INC DEL — $1K
BROADCOM INC — $1K
BUILDERS FIRSTSOURCE INC — $473
CATERPILLAR INC — $2K
CHARLES SCHWAB — $355
CHEVRON CORP NEW — $3K
CISCO SYS INC — $540
COCA COLA CO — $1K
COHERUS BIOSCIENCES — $29
COSTCO WHSL CORP NEW — $2K
… and 50 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