Wealth Group, Ltd.
SEC Form 13F institutional filer · CIK 0002013988
13F-HR · 79 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
48.7%
Wealth Group, Ltd. — $105K AUM allocation strategy
Wealth Group, Ltd. files SEC Form 13F and reports $105K of long US equity value across 79 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.6%, followed by Consumer Staples 10.7% and Communication Services 7.7%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Wealth Group, Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$105K
total across 79 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SBUX +3.5K sh · +$328+$PG +3.23K sh · +$477+$ADP +2.93K sh · −$65
Exited to nil (held last quarter, gone now)
$ADBE ($608 last qtr)$CRWD ($225 last qtr)$NKE ($218 last qtr)$INTU ($214 last qtr)$AFL ($201 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals12.0%—
- Interactive Media & Services7.7%—
- Consumer Staples Merchandise Retail7.7%—
- Construction Machinery & Heavy Transportation Equipment5.6%—
- Semiconductors5.0%—
- Broadline Retail4.3%—
- Systems Software3.7%—
- Integrated Oil & Gas3.6%—
- Other holdings50.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 49.4K | $12.5K | +284 | 12.0% |
| $WMT | Walmart Inc | 46.9K | $5.83K | +1.09K | 5.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 19.3K | $5.55K | +425 | 5.3% |
| $NVDA | NVIDIA Corporation | 29.7K | $5.18K | +255 | 4.9% |
| $AMZN | Amazon.com Inc | 21.5K | $4.47K | +860 | 4.3% |
| $CAT | Caterpillar Inc | 5.63K | $3.99K | +1 | 3.8% |
| $MSFT | Microsoft Corporation | 10.5K | $3.89K | +351 | 3.7% |
| $CVX | Chevron Corporation | 17.9K | $3.71K | +537 | 3.5% |
| $DUK | Duke Energy Corporation | 25.6K | $3.35K | +1.83K | 3.2% |
| $META | Meta Platforms Inc | 4.45K | $2.54K | +387 | 2.4% |
…and 69 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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