13F Filings History of Wealth Group, Ltd.

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$101,382,000
Signature - Title
Cornelius T. McDonald III - President
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by Wealth Group, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Group, Ltd. reported 84 stock holdings with total value $101,382,000 as of Q4 2025. Top holdings included AAPL, GOOGL, NVDA, WMT, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 84 $101,382,000 +$2,085,395 -$12,013,717 -$9,928,322 AAPL, GOOGL, NVDA, WMT, MSFT 13F-HR 22 Jan 2026, 10:49
Q2 2025 89 $100,793,000 +$3,235,364 -$65,200,690 -$61,965,326 AAPL, MSFT, NVDA, AMZN, WMT 13F-HR 19 Aug 2025, 11:42
Q1 2025 157 $154,256,000 +$10,581,540 -$6,954,983 +$3,626,557 AAPL, MSFT, AMZN, TJX, WMT 13F-HR 07 May 2025, 15:39
Q4 2024 160 $154,610,000 +$10,668,363 -$3,306,071 +$7,362,292 AAPL, MSFT, NVDA, TJX, AMZN 13F-HR 06 Feb 2025, 13:52
Q3 2024 152 $149,028,000 +$8,461,877 -$7,059,045 +$1,402,832 AAPL, MSFT, TJX, NVDA, WMT Restatement 31 Oct 2024, 12:33
Q2 2024 147 $139,352,000 +$9,138,866 -$2,667,061 +$6,471,805 AAPL, MSFT, NVDA, GOOGL, TJX 13F-HR 13 Aug 2024, 16:07
Q1 2024 148 $132,455,000 $0 $0 $0 AAPL, MSFT, TJX, GOOGL, AMZN 13F-HR 10 May 2024, 13:09