Wealth Group, Ltd.
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 400,743
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 106 | 400,743 | 13F-HR | Wealth Group, Ltd. |
| Q1 2026 | 4/14/2026 | 88 | 107,198 | 13F-HR | Wealth Group, Ltd. |
| Q4 2025 | 1/22/2026 | 84 | 102,594 | 13F-HR | Wealth Group, Ltd. |
| Q2 2025 | 8/19/2025 | 89 | 100,793 | 13F-HR | Wealth Group, Ltd. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 399.3 K | 99.7% | 292.1 K | 0 | 292.1 K |
| ETFs | 1.397 K | 0.3% | 1.397 K | 0 | 1.397 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
400,743
Holdings
106
QoQ value change ($000)
293,545
(273.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.