Wealth Group, Ltd.

13F Filings History

Latest 13F report
Q2 2025 - Aug 19, 2025
Value $
$101M
Signature - Title
Stephanie Kelly - COO
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 89 stock holdings with total value $101M as of Q2 2025. Top holdings included AAPL, MSFT, NVDA, AMZN, and WMT.
Holdings Value

List of Other Managers Reporting for Wealth Group, Ltd.:

Name Holdings Value Location File Number
Sei Investments Management Corp Oaks, PA 028-16475
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 89 $101M +$3.24M -$65.2M -$62M AAPL, MSFT, NVDA, AMZN, WMT 13F-HR 8/19/2025, 11:42 AM
Q1 2025 157 $154M +$10.6M -$6.95M +$3.63M AAPL, MSFT, AMZN, TJX, WMT 13F-HR 5/7/2025, 03:39 PM
Q4 2024 160 $155M +$10.7M -$3.31M +$7.36M AAPL, MSFT, NVDA, TJX, AMZN 13F-HR 2/6/2025, 01:52 PM
Q3 2024 152 $149M +$8.46M -$7.06M +$1.4M AAPL, MSFT, TJX, NVDA, WMT Restatement 10/31/2024, 12:33 PM
Q2 2024 147 $139M +$9.14M -$2.67M +$6.47M AAPL, MSFT, NVDA, GOOGL, TJX 13F-HR 8/13/2024, 04:07 PM
Q1 2024 148 $132M $0 $0 AAPL, MSFT, TJX, GOOGL, AMZN 13F-HR 5/10/2024, 01:09 PM