Investor
Wealth Group, Ltd.
CIK 0002013988 · filed 2026-04-14 · SEC filing
13F book
$107.2K
Positions
88
9 new · 5 sold
Largest name
11.7%
Apple Inc. · AAPL
Est. mark
−$1.36K
Price effect on 79 names still held. Flow $5.96K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 49.4K | $12.5K | 11.7% | −$887 | Added−$815 |
| Walmart Inc. | WMT | 46.9K | $5.83K | 5.4% | $589 | Added$725 |
| Alphabet Inc | — | 19.3K | $5.55K | 5.2% | −$481 | Added−$359 |
| Nvidia Corp | NVDA | 29.7K | $5.18K | 4.8% | −$356 | Added−$312 |
| Amazon Com Inc | AMZN | 21.5K | $4.47K | 4.2% | −$465 | Added−$286 |
| Caterpillar Inc | CAT | 5.63K | $3.99K | 3.7% | $763 | Added$764 |
| Microsoft Corp | MSFT | 10.5K | $3.89K | 3.6% | −$1.15K | Added−$1.02K |
| Chevron Corp New | CVX | 17.9K | $3.71K | 3.5% | $949 | Added$1.06K |
| Duke Energy Corp New | — | 25.6K | $3.35K | 3.1% | $326 | Added$566 |
| Meta Platforms, Inc. | META | 4.45K | $2.54K | 2.4% | −$357 | Added−$136 |
| Mastercard Inc | MA | 4.93K | $2.46K | 2.3% | −$351 | Added−$351 |
| Costco Whsl Corp New | — | 2.2K | $2.19K | 2.0% | $246 | Added$601 |
| Mcdonalds Corp | MCD | 6.35K | $1.97K | 1.8% | $33 | Cut$30 |
| Parker-Hannifin Corp | PH | 2.15K | $1.92K | 1.8% | $36 | Cut$25 |
| Cummins Inc | CMI | 3.41K | $1.83K | 1.7% | $94 | Held |
| Procter And Gamble Co | PG | 12K | $1.74K | 1.6% | $10 | Added$477 |
| Home Depot, Inc. | HD | 4.94K | $1.62K | 1.5% | −$66 | Added$138 |
| Eli Lilly & Co | LLY | 1.64K | $1.51K | 1.4% | −$191 | Added$191 |
| Amgen Inc | AMGN | 4.27K | $1.5K | 1.4% | $104 | Held |
| Coca Cola Co | KO | 19.4K | $1.48K | 1.4% | $108 | Added$242 |
| Broadcom Inc. | AVGO | 4.7K | $1.46K | 1.4% | −$168 | Added−$134 |
| Lockheed Martin Corp | LMT | 2.31K | $1.4K | 1.3% | $280 | Cut$268 |
| Lam Research Corp | LRCX | 6.35K | $1.36K | 1.3% | $270 | Held |
| GE Vernova Inc. | GEV | 1.54K | $1.35K | 1.3% | $290 | Added$486 |
| Jpmorgan Chase & Co. | — | 4.55K | $1.34K | 1.2% | −$118 | Added−$21 |
| Johnson & Johnson | JNJ | 5.24K | $1.28K | 1.2% | $177 | Added$304 |
| Pepsico Inc | PEP | 8.19K | $1.27K | 1.2% | $89 | Added$191 |
| Automatic Data Processing In | — | 5.65K | $1.15K | 1.1% | −$661 | Added−$65 |
| Berkshire Hathaway Inc Del | — | 2.37K | $1.14K | 1.1% | −$56 | Held |
| Philip Morris Intl Inc | — | 6.83K | $1.13K | 1.1% | $34 | Added$34 |
| Lowes Cos Inc | — | 4.36K | $1.03K | 1.0% | −$21 | Held |
| Exxon Mobil Corp | — | 5.51K | $936 | 0.9% | $147 | Added$580 |
| Hershey Co | HSY | 4.42K | $920 | 0.9% | $115 | Held |
| Truist Finl Corp | — | 19.5K | $896 | 0.8% | −$63 | Added−$50 |
| Visa Inc. | V | 2.92K | $883 | 0.8% | −$133 | Added−$82 |
| AbbVie Inc. | ABBV | 3.95K | $859 | 0.8% | −$41 | Added$6 |
| Qualcomm Inc | — | 6.62K | $852 | 0.8% | −$269 | Added−$237 |
| 3M CO | MMM | 5.12K | $743 | 0.7% | −$68 | Added$12 |
| Eaton Corp Plc | ETN | 2.05K | $735 | 0.7% | $80 | Cut$33 |
| Applied Matls Inc | — | 2.13K | $727 | 0.7% | $176 | Added$193 |
| Deere & Co | DE | 1.21K | $682 | 0.6% | $119 | Held |
| International Business Machs | — | 2.67K | $648 | 0.6% | −$144 | Held |
| Royal Bk Cda | — | 3.94K | $638 | 0.6% | −$34 | Held |
| Illinois Tool Wks Inc | — | 2.18K | $567 | 0.5% | $29 | Added$58 |
| RTX Corp | RTX | 2.94K | $567 | 0.5% | $28 | Added$28 |
| Starbucks Corp | SBUX | 6.21K | $556 | 0.5% | $14 | Added$328 |
| Nucor Corp | NUE | 3.23K | $546 | 0.5% | $19 | Held |
| Netflix Inc | NFLX | 5.58K | $537 | 0.5% | $14 | Cut$13 |
| Boeing Co | — | 2.42K | $483 | 0.5% | −$19 | Added$260 |
| Fedex Corp | FDX | 1.31K | $467 | 0.4% | $80 | Added$123 |
| Toyota Motor Corp | — | 2.21K | $454 | 0.4% | −$18 | Held |
| Union Pac Corp | — | 1.71K | $415 | 0.4% | $19 | Added$20 |
| Alphabet Inc | — | 1.43K | $411 | 0.4% | −$38 | Held |
| American Express Co | AXP | 1.34K | $404 | 0.4% | −$87 | Added−$72 |
| Cisco Sys Inc | — | 4.96K | $385 | 0.4% | $3 | Held |
| Sherwin Williams Co | SHW | 1.19K | $382 | 0.4% | −$4 | Held |
| Uber Technologies, Inc | UBER | 5.3K | $381 | 0.4% | −$51 | Added−$44 |
| Palo Alto Networks Inc | PANW | 2.33K | $374 | 0.3% | −$48 | Added$0 |
| Schwab Charles Corp | — | 3.85K | $362 | 0.3% | −$23 | Held |
| Builders FirstSource, Inc. | BLDR | 4.35K | $358 | 0.3% | −$84 | Added−$59 |
| Novartis Ag | — | 2.2K | $336 | 0.3% | $33 | Held |
| Merck & Co., Inc. | MRK | 2.67K | $321 | 0.3% | $40 | Held |
| Oracle Corp | — | 2.18K | $320 | 0.3% | −$104 | Held |
| Marriott Intl Inc New | — | 975 | $319 | 0.3% | $17 | Held |
| Norfolk Southn Corp | — | 1.1K | $316 | 0.3% | −$2 | Held |
| Stryker Corp | SYK | 946 | $311 | 0.3% | −$16 | Added$67 |
| Taiwan Semiconductor Mfg Ltd | — | 888 | $300 | 0.3% | $30 | Held |
| Advanced Micro Devices Inc | AMD | 1.42K | $289 | 0.3% | −$12 | Added$39 |
| Target Corp | TGT | 2.34K | $284 | 0.3% | $55 | Added$55 |
| Tesla, Inc. | TSLA | 761 | $283 | 0.3% | −$59 | Held |
| Emerson Elec Co | — | 2.15K | $281 | 0.3% | −$4 | Held |
| Price T Rowe Group Inc | TROW | 3K | $271 | 0.3% | −$36 | Added−$36 |
| Southern Co | — | 2.65K | $256 | 0.2% | — | New |
| Mondelez Intl Inc | — | 4.43K | $255 | 0.2% | $17 | Cut$14 |
| Enbridge Inc | — | 4.68K | $253 | 0.2% | $29 | Held |
| Conocophillips | COP | 1.83K | $242 | 0.2% | — | New |
| Chipotle Mexican Grill Inc | CMG | 7.43K | $238 | 0.2% | −$37 | Cut−$40 |
| Veeva Sys Inc | — | 1.33K | $233 | 0.2% | −$63 | Held |
| Investors Title Co Nc | — | 1.05K | $229 | 0.2% | −$34 | Held |
| Texas Instrs Inc | — | 1.15K | $222 | 0.2% | — | New |
| United Rentals, Inc. | URI | 300 | $219 | 0.2% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 439 | $216 | 0.2% | — | New |
| Bristol-Myers Squibb Co | — | 3.46K | $210 | 0.2% | — | New |
| Asml Holding N V | — | 158 | $209 | 0.2% | — | New |
| Howmet Aerospace Inc. | HWM | 904 | $208 | 0.2% | — | New |
| Analog Devices Inc | ADI | 650 | $207 | 0.2% | — | New |
| Coherus Oncology, Inc. | CHRS | 14.2K | $24 | 0.0% | $4 | Held |
| Pds Biotechnology Corp | PDSB | 13.4K | $8 | 0.0% | −$2 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.