Wealth Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$44.4M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$20.6M |
| 3 |
Amazon
AMZN
|
+$20.1M |
| 4 |
NVIDIA
NVDA
|
+$15.4M |
| 5 |
Walmart Inc
WMT
|
+$13.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$482K |
| 2 |
Royal Bank of Canada
RY
|
+$476K |
| 3 |
Builders FirstSource
BLDR
|
+$358K |
| 4 |
TSMC
TSM
|
+$300K |
| 5 |
Mondelez International
MDLZ
|
+$255K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.83% |
| 2 | Industrials | 15.51% |
| 3 | Consumer Discretionary | 11.22% |
| 4 | Consumer Staples | 10.48% |
| 5 | Communication Services | 9.67% |
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Wealth Group's Q2 2026 Portfolio in Review
As of Q2 2026, Wealth Group held 118 positions worth $401M, up 274% from $107M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Wealth Group deployed $279M of net new capital in Q2 2026, opening 30 new positions and adding to 72 existing holdings. Its largest new stake was Equinix: 1,971 shares worth $2.06M.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 28% a quarter earlier, followed by Industrials and Consumer Discretionary.
On the sell side, the largest reduction was ExxonMobil, an estimated $482K trimmed.
- Wealth Group's largest Q2 2026 buy was Equinix: 1,971 shares worth $2.06M.
- Wealth Group added most to Apple in Q2 2026, an estimated $44.4M increase.
- Wealth Group's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $482K.
- Wealth Group fully exited Builders FirstSource in Q2 2026, selling an estimated $358K.
- Wealth Group's ten largest holdings make up 53% of its $401M portfolio in Q2 2026.
- Wealth Group opened 30 new positions and closed 12 in Q2 2026.
- Wealth Group's portfolio value rose 274% quarter-over-quarter to $401M.
Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.