Wealth Group, Ltd. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists 91 separate equity positions held by the firm.
The report indicates that the firm holds significant stakes in a mix of technology, healthcare, and consumer goods companies. The largest position disclosed is in Walmart Inc., for which the firm holds 4,813 shares. Other top holdings include Apple Inc. with 48,420 shares, Alphabet Inc. Class A with 19,105 shares, and Chevron Corp. with 17,317 shares.
Technology stocks make up a substantial portion of the portfolio. The filing shows holdings in NVIDIA Corporation (24,357 shares), Microsoft Corporation (10,385 shares), Taiwan Semiconductor Sponsored ADS (888 shares), and Visa Inc. Class A (2,971 shares). Additionally, the firm lists positions in several other major technology names, including Amazon.com Inc., Broadcom Inc., and Meta Platforms Inc. (Class A).
Healthcare and industrial sectors are also represented. The portfolio includes Eli Lilly & Co. (1,675 shares), Johnson & Johnson (6,237 shares), Merck & Co. (2,725 shares), and Procter & Gamble Co. (12,458 shares). Industrial holdings include Caterpillar Inc. (5,556 shares), Deere & Co. (1,216 shares), and Lockheed Martin Corp. (2,295 shares). The filing confirms that all positions are held as sole voting power and sole dispositive power.
