WEALTH GROUP, LTD.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 49K | $12.53M |
 | WMT | 47K | $5.83M |
 | NVDA | 30K | $5.18M |
 | DUK | 26K | $3.35M |
 | AMZN | 21K | $4.47M |
 | TFC | 20K | $896.00K |
 | KO | 19K | $1.48M |
 | GOOGL | 19K | $5.55M |
 | CVX | 18K | $3.71M |
 | CHRS | 14K | $24.00K |
 | PDSB | 13K | $8.00K |
 | PG | 12K | $1.74M |
 | MSFT | 11K | $3.89M |
 | PEP | 8K | $1.27M |
 | CMG | 7K | $238.00K |
 | PM | 7K | $1.13M |
 | QCOM | 7K | $852.00K |
 | LRCX | 6K | $1.36M |
 | MCD | 6K | $1.97M |
 | SBUX | 6K | $556.00K |
Apple Inc.
AAPL
Shares Held
49K
Value
$12.53M
Walmart Inc.
WMT
Shares Held
47K
Value
$5.83M
NVIDIA Corporation
NVDA
Shares Held
30K
Value
$5.18M
Duke Energy Corporation
DUK
Shares Held
26K
Value
$3.35M
Amazon.com, Inc.
AMZN
Shares Held
21K
Value
$4.47M
Truist Financial Corporation
TFC
Shares Held
20K
Value
$896.00K
The Coca-Cola Company
KO
Shares Held
19K
Value
$1.48M
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$5.55M
Chevron Corporation
CVX
Shares Held
18K
Value
$3.71M
Coherus Oncology, Inc.
CHRS
Shares Held
14K
Value
$24.00K
PDS Biotechnology Corporation
PDSB
Shares Held
13K
Value
$8.00K
The Procter & Gamble Company
PG
Shares Held
12K
Value
$1.74M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$3.89M
PepsiCo, Inc.
PEP
Shares Held
8K
Value
$1.27M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
7K
Value
$238.00K
Philip Morris International Inc.
PM
Shares Held
7K
Value
$1.13M
QUALCOMM Incorporated
QCOM
Shares Held
7K
Value
$852.00K
Lam Research Corporation
LRCX
Shares Held
6K
Value
$1.36M
McDonald's Corporation
MCD
Shares Held
6K
Value
$1.97M
Starbucks Corporation
SBUX
Shares Held
6K
Value
$556.00K