Wealth Group
Wealth Group reported 91 stocks worth $118K in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are AAPL (13.7%), GOOGL (5.6%) and AMZN (4.7%). Compared with Q2 2026, the fund opened new positions in RDDT, CRWD and TSM, added to XOM, RY and SCHW, trimmed AAPL, GOOGL and AMZN and sold out of META, ORCL and EQIX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $16K | 13.7% | 48K | −156K (−76%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $7K | 5.6% | 19K | −57K (−75%) | 8 of 8 | |
| 3 |  AMZN Amazon Com Inc | $6K | 4.7% | 22K | −79K (−78%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $6K | 4.7% | 24K | −80K (−77%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $5K | 4.5% | 10K | −32K (−76%) | 8 of 8 | |
| 6 |  WMT Walmart Inc | $5K | 4.1% | 46K | −111K (−71%) | 8 of 8 | |
| 7 |  CAT Caterpillar Inc | $5K | 3.8% | 5,556 | −13K (−71%) | 8 of 8 | |
| 8 |  CVX Chevron Corp New | $4K | 3.0% | 17K | −21K (−55%) | 8 of 8 | |
| 9 |  DUK Duke Energy Corp New | $3K | 2.4% | 25K | −16K (−38%) | 8 of 8 | |
| 10 |  MA Mastercard Incorporated | $3K | 2.3% | 4,902 | −13K (−73%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 META Meta Platforms Inc | $7K | 13K |
 ORCL Oracle Corp | $4K | 24K |
 EQIX Equinix Inc | $2K | 1,971 |
 NVS Novartis AG F | $2K | 12K |
 BAC Bank of America Corp | $1K | 23K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Group 13F FAQ
What does Wealth Group own?
Wealth Group reported 91 stocks worth $118K in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are AAPL (13.7%), GOOGL (5.6%) and AMZN (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Group buy and sell in Q3 2026?
Compared with Q2 2026: 16 new positions, 4 added to, 71 trimmed and 31 sold out. New positions include RDDT, CRWD and TSM. It sold all of META, ORCL and EQIX.
When will Wealth Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Group's portfolio worth?
The Q3 2026 filing reports $118K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.