Wealth Group, Ltd.

Q2 2026 13F Detailed 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
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None