StockDriftsStockDriftsTop 50 Wealth Group, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Computer | 14.77% | 204.6K | $59.2M | +314.34%(+155.20K) | $247.77(+23.25%) | 2026-06-30 | |
| GOOGL | Alphabet Cl A | 6.82% | 76.5K | $27.3M | +296.16%(+57.19K) | $273.33(+26.12%) | 2026-06-30 | |
| AMZN | Amazon.com | 6.03% | 101.4K | $24.2M | +372.11%(+79.88K) | $210.37(+24.80%) | 2026-06-30 | |
| NVDA | Nvidia Corp. | 5.23% | 104.7K | $20.9M | +252.37%(+74.97K) | $152.79(+47.96%) | 2026-06-30 | |
| CAT | Caterpillar | 5.06% | 19.0K | $20.3M | +237.93%(+13.40K) | $709.93(+22.47%) | 2026-06-30 | |
| WMT | Wal-Mart Stores Inc. | 4.45% | 157.4K | $17.8M | +235.92%(+110.58K) | $100.39(+14.47%) | 2026-06-30 | |
| MSFT | Microsoft | 3.97% | 42.6K | $15.9M | +305.50%(+32.10K) | $374.41(+29.82%) | 2026-06-30 | |
| MA | Mastercard Inc Cl A | 2.31% | 18.0K | $9.3M | +266.18%(+13.11K) | $491.53(+15.32%) | 2026-06-30 | |
| CMI | Cummins Inc. | 2.19% | 12.3K | $8.8M | +260.43%(+8.88K) | $517.52(+24.27%) | 2026-06-30 | |
| META | Meta Platforms A | 1.86% | 13.2K | $7.4M | +197.01%(+8.76K) | $516.78(+12.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.24% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.21% |
Wealth Group, Ltd. reports $400.74M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (14.8%), GOOGL (6.8%) and AMZN (6.0%). The top 20 holdings account for 67.49% of reported assets. Its disclosed equity book has returned +30.24% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Wealth Group, Ltd., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wealth Group, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2013988). View Wealth Group, Ltd.’s 13F filings on SEC