Wealth Group, Ltd.
Q2 2026 13F Holdings
Location
Raleigh, NC
Holdings as of
6/30/2026
Value ($000)
$400,743
Num holdings
106
Date filed
7/21/2026
Form type
13F-HR
Prev filing
4/14/2026
Next filing
SEC
View on sec.gov
Compare Q2 2026 to
2026 Q1
2025 Q4
2025 Q2
2025 Q1
2024 Q4
2024 Q3 - RESTATEMENT
2024 Q2
2024 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type