DOSSIER · 13F-HR · Q3 2026

Wealth Intelligence, LLC

$209M in tracked AUM across 60 positions as of Q3 2026.

WI
CIK 0002112078 · last filed Sep 30, 2026
Total AUM
$209M
as of Q3 2026
Holdings
60
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Wealth Intelligence, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
LOW
LOWES COS INC
$56M302K26.6%
02
FTCB
FIRST TR EXCHANGE-TRADED FD
$18M903K8.5%
03
GSY
INVESCO ACTIVELY MANAGED EXC
$12M238K5.7%
04
PFXF
VANECK ETF TRUST
$9M532K4.5%
05
AAPL
APPLE INC
$9M26K4.1%
06
MPC
MARATHON PETE CORP
$6M16K3.1%
07
AVGO
BROADCOM INC
$6M18K3.0%
08
SAWS
ETF SER SOLUTIONS
$5M237K2.6%
09
MSFT
MICROSOFT CORP
$5M10K2.5%
10
G29183103
EATON CORP PLC
$5M12K2.5%

Filing history

2026Q3Sep 30
$209M▼ 3.0%
60 positionsView →
2026Q2Jun 30
$215M▲ 3.5%
59 positionsView →
2026Q1Mar 31
$208M▲ 3.2%
58 positionsView →
2025Q4Dec 31
$202M—
55 positionsView →