Wealth Group, Ltd.
•CIK: 2013988•Filing: Q4 2025
**Wealth Group, Ltd.** manages $103M across a diversified portfolio of 84 positions. The fund exhibits significant concentration in mega-cap technology names, with AAPL representing the largest holding at $13.3M. Further top allocations include GOOGL ($5.9M), NVDA ($5.5M), and WMT ($5.1M), signaling a core focus on established growth leaders. This structure suggests a conviction-driven, large-cap equity strategy.
Total AUM
$102.6M
QoQ Performance
N/A
Positions
83
Top 10 Concentration
49.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOGL
NVDA
AAPL13.0%
GOOGL5.8%
NVDA5.4%
WMT5.0%
MSFT4.8%
AMZN4.6%
CAT3.1%
MA2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology38.2%
Consumer17.5%
Other16.1%
Industrial7.0%
Financial5.8%
Healthcare4.7%
Consumer Staples3.6%
Energy2.9%
🚪 Exited Positionssold since Q2 2025
+5 more exited positions
Changes from Q2 2025
NEW5 new positions
↑9 increased
↓66 decreased
Historical Filings
Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024