Wealth Group, Ltd. - Portfolio overview

Wealth Group, Ltd. has 98 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 11.69%
2. WMT - WALMART INC, 5.43%
3. GOOGL - ALPHABET INC, 5.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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