# EDGAR Filing Document

**Accession Number:** 0002013988
**File Stem:** 0002013988-26-000001
**Filing Date:** 2026-1
**Character Count:** 11181
**Document Hash:** 6f2d80c2c6ca65663dc932bd2289bb3a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002013988-26-000001.hdr.sgml**: 20260122

**ACCESSION NUMBER**: 0002013988-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260122

**DATE AS OF CHANGE**: 20260122

**EFFECTIVENESS DATE**: 20260122

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Wealth Group, Ltd.
- **CENTRAL INDEX KEY:** 0002013988

**ORGANIZATION NAME:**
- **EIN:** 582130287
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24122
- **FILM NUMBER:** 26550227

**BUSINESS ADDRESS:**
- **STREET 1:** 100 E. SIX FORKS ROAD
- **STREET 2:** SUITE W00
- **CITY:** RALEIGH
- **STATE:** NC
- **ZIP:** 27605
- **BUSINESS PHONE:** 9198651924

**MAIL ADDRESS:**
- **STREET 1:** 100 E. SIX FORKS ROAD
- **STREET 2:** SUITE W00
- **CITY:** RALEIGH
- **STATE:** NC
- **ZIP:** 27605

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Wealth Group Ltd.<br>**Address:** 100 E. SIX FORKS ROAD<br>SUITE W00<br>RALEIGH, NC 27605

**Form 13F File Number:** 028-24122

**CRD Number (if applicable):** 000154106

**SEC File Number (if applicable):** 801-128145

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Cornelius T. McDonald III<br>**Title:** President<br>**Phone:** 9198632355

**Signature, Place, and Date of Signing:**

Cornelius T. McDonald III  Raleigh, NC  01-22-2016<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 84

**Form 13F Information Table Value Total:** $102594

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 731 | 4569 | SH |  | SOLE |  | 0 | 0 | 4569 |
| ABBVIE INC | COM | 00287Y109 |  | 853 | 3734 | SH |  | SOLE |  | 0 | 0 | 3734 |
| ADOBE INC | COM | 00724F101 |  | 608 | 1736 | SH |  | SOLE |  | 0 | 0 | 1736 |
| AFLAC | COM | 001055102 |  | 201 | 1821 | SH |  | SOLE |  | 0 | 0 | 1821 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5912 | 18887 | SH |  | SOLE |  | 0 | 0 | 18887 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 449 | 1432 | SH |  | SOLE |  | 0 | 0 | 1432 |
| AMAZON COM INC | COM | 023135106 |  | 4757 | 20608 | SH |  | SOLE |  | 0 | 0 | 20608 |
| ADVANCED MICRO DEVICES | COM | 007903107 |  | 250 | 1169 | SH |  | SOLE |  | 0 | 0 | 1169 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 476 | 1287 | SH |  | SOLE |  | 0 | 0 | 1287 |
| AMGEN INC | COM | 031162100 |  | 1397 | 4267 | SH |  | SOLE |  | 0 | 0 | 4267 |
| APPLE INC | COM | 037833100 |  | 13345 | 49089 | SH |  | SOLE |  | 0 | 0 | 49089 |
| APPLIED MATLS INC | COM | 038222105 |  | 534 | 2077 | SH |  | SOLE |  | 0 | 0 | 2077 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 1212 | 2713 | SH |  | SOLE |  | 0 | 0 | 2713 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1192 | 2371 | SH |  | SOLE |  | 0 | 0 | 2371 |
| BOEING | COM | 097023105 |  | 223 | 1025 | SH |  | SOLE |  | 0 | 0 | 1025 |
| BROADCOM INC | COM | 11135F101 |  | 1589 | 4590 | SH |  | SOLE |  | 0 | 0 | 4590 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 417 | 4050 | SH |  | SOLE |  | 0 | 0 | 4050 |
| CATERPILLAR INC | COM | 149123101 |  | 3227 | 5633 | SH |  | SOLE |  | 0 | 0 | 5633 |
| CHARLES SCHWAB | COM | 808513105 |  | 385 | 3852 | SH |  | SOLE |  | 0 | 0 | 3852 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2653 | 17409 | SH |  | SOLE |  | 0 | 0 | 17409 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 278 | 7510 | SH |  | SOLE |  | 0 | 0 | 7510 |
| CISCO SYS INC | COM | 17275R102 |  | 382 | 4965 | SH |  | SOLE |  | 0 | 0 | 4965 |
| COCA COLA CO | COM | 191216100 |  | 1235 | 17663 | SH |  | SOLE |  | 0 | 0 | 17663 |
| COHERUS BIOSCIENCES | COM | 19249H103 |  | 20 | 14195 | SH |  | SOLE |  | 0 | 0 | 14195 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1587 | 1840 | SH |  | SOLE |  | 0 | 0 | 1840 |
| CROWDSTRIKE | CL A | 22788C105 |  | 225 | 479 | SH |  | SOLE |  | 0 | 0 | 479 |
| CUMMINS INC | COM | 231021106 |  | 1740 | 3409 | SH |  | SOLE |  | 0 | 0 | 3409 |
| DEERE  CO | COM | 244199105 |  | 563 | 1210 | SH |  | SOLE |  | 0 | 0 | 1210 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 2782 | 23736 | SH |  | SOLE |  | 0 | 0 | 23736 |
| EATON CORP PLC | SHS | G29183103 |  | 702 | 2203 | SH |  | SOLE |  | 0 | 0 | 2203 |
| ELI LILLY  CO | COM | 532457108 |  | 1321 | 1229 | SH |  | SOLE |  | 0 | 0 | 1229 |
| EMERSON ELEC CO | COM | 291011104 |  | 285 | 2145 | SH |  | SOLE |  | 0 | 0 | 2145 |
| ENBRIDGE INC | COM | 29250N105 |  | 224 | 4682 | SH |  | SOLE |  | 0 | 0 | 4682 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 356 | 2961 | SH |  | SOLE |  | 0 | 0 | 2961 |
| FEDEX CORP | COM | 31428X106 |  | 344 | 1190 | SH |  | SOLE |  | 0 | 0 | 1190 |
| GE VERNOVA INC | COM | 36828A101 |  | 863 | 1320 | SH |  | SOLE |  | 0 | 0 | 1320 |
| HERSHEY CO | COM | 427866108 |  | 805 | 4425 | SH |  | SOLE |  | 0 | 0 | 4425 |
| HOME DEPOT INC | COM | 437076102 |  | 1486 | 4319 | SH |  | SOLE |  | 0 | 0 | 4319 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 509 | 2066 | SH |  | SOLE |  | 0 | 0 | 2066 |
| INTUIT | COM | 461202103 |  | 214 | 323 | SH |  | SOLE |  | 0 | 0 | 323 |
| INTERNATION BUSINESS MACHS | COM | 459200101 |  | 792 | 2675 | SH |  | SOLE |  | 0 | 0 | 2675 |
| INVESTORS TITLE CO NC | COM | 461804106 |  | 263 | 1054 | SH |  | SOLE |  | 0 | 0 | 1054 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 977 | 4721 | SH |  | SOLE |  | 0 | 0 | 4721 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1358 | 4215 | SH |  | SOLE |  | 0 | 0 | 4215 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 1087 | 6350 | SH |  | SOLE |  | 0 | 0 | 6350 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1131 | 2339 | SH |  | SOLE |  | 0 | 0 | 2339 |
| LOWES COS INC | COM | 548661107 |  | 1050 | 4355 | SH |  | SOLE |  | 0 | 0 | 4355 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 302 | 975 | SH |  | SOLE |  | 0 | 0 | 975 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 2812 | 4925 | SH |  | SOLE |  | 0 | 0 | 4925 |
| MCDONALDS CORP | COM | 580135101 |  | 1943 | 6358 | SH |  | SOLE |  | 0 | 0 | 6358 |
| MERCK  CO INC | COM | 58933Y105 |  | 281 | 2667 | SH |  | SOLE |  | 0 | 0 | 2667 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2681 | 4061 | SH |  | SOLE |  | 0 | 0 | 4061 |
| MICROSOFT CORP | COM | 594918104 |  | 4911 | 10155 | SH |  | SOLE |  | 0 | 0 | 10155 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 241 | 4482 | SH |  | SOLE |  | 0 | 0 | 4482 |
| NETFLIX INC | COM | 64110L106 |  | 524 | 5590 | SH |  | SOLE |  | 0 | 0 | 5590 |
| NIKE INC | CL B | 654106103 |  | 218 | 3422 | SH |  | SOLE |  | 0 | 0 | 3422 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 318 | 1100 | SH |  | SOLE |  | 0 | 0 | 1100 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 303 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| NUCOR CORP | COM | 670346105 |  | 527 | 3230 | SH |  | SOLE |  | 0 | 0 | 3230 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5493 | 29451 | SH |  | SOLE |  | 0 | 0 | 29451 |
| ORACLE CORP | COM | 68389X105 |  | 424 | 2177 | SH |  | SOLE |  | 0 | 0 | 2177 |
| PALTO ALTO NETWORKS | COM | 697435105 |  | 374 | 2030 | SH |  | SOLE |  | 0 | 0 | 2030 |
| PARKER HANNIFIN | COM | 701094104 |  | 1898 | 2160 | SH |  | SOLE |  | 0 | 0 | 2160 |
| PDS BIOTECHNOLOGY CORP | COM | 70465T107 |  | 10 | 13399 | SH |  | SOLE |  | 0 | 0 | 13399 |
| PEPSICO INC | COM | 713448108 |  | 1081 | 7533 | SH |  | SOLE |  | 0 | 0 | 7533 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1096 | 6831 | SH |  | SOLE |  | 0 | 0 | 6831 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1262 | 8806 | SH |  | SOLE |  | 0 | 0 | 8806 |
| QUALCOMM INC | COM | 747525103 |  | 1089 | 6366 | SH |  | SOLE |  | 0 | 0 | 6366 |
| ROYAL BK CDA | COM | 780087102 |  | 672 | 3943 | SH |  | SOLE |  | 0 | 0 | 3943 |
| RTX CORPORATION | COM | 75513E101 |  | 539 | 2937 | SH |  | SOLE |  | 0 | 0 | 2937 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 386 | 1191 | SH |  | SOLE |  | 0 | 0 | 1191 |
| STARBUCKS CORP | COM | 855244109 |  | 228 | 2703 | SH |  | SOLE |  | 0 | 0 | 2703 |
| STRYKER CORPORATION | COM | 863667101 |  | 244 | 695 | SH |  | SOLE |  | 0 | 0 | 695 |
| T. ROWE PRICE GROUP | COM | 74144T108 |  | 307 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| TAIWAN SEMICONDUCTOR | SPONSORED ADS | 874039100 |  | 270 | 888 | SH |  | SOLE |  | 0 | 0 | 888 |
| TARGET | COM | 87612E106 |  | 229 | 2341 | SH |  | SOLE |  | 0 | 0 | 2341 |
| TESLA | COM | 88160R101 |  | 342 | 761 | SH |  | SOLE |  | 0 | 0 | 761 |
| TOYOTA MOTOR CORP | ADS | 892331307 |  | 472 | 2205 | SH |  | SOLE |  | 0 | 0 | 2205 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 946 | 19218 | SH |  | SOLE |  | 0 | 0 | 19218 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 425 | 5202 | SH |  | SOLE |  | 0 | 0 | 5202 |
| UNION PAC CORP | COM | 907818108 |  | 395 | 1707 | SH |  | SOLE |  | 0 | 0 | 1707 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 296 | 1328 | SH |  | SOLE |  | 0 | 0 | 1328 |
| VISA INC | COM CL A | 92826C839 |  | 965 | 2752 | SH |  | SOLE |  | 0 | 0 | 2752 |
| WALMART INC | COM | 931142103 |  | 5100 | 45778 | SH |  | SOLE |  | 0 | 0 | 45778 |

---