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Filers›Holding Co.›Wealth Intelligence, LLC
DOSSIER · 13F-HR · Q1 2026

Wealth Intelligence, LLC

Wealth Intelligence's holding co. based in San Francisco, CA — $208M in tracked AUM across 58 positions as of Q1 2026.

WI
Wealth Intelligence·San Francisco, CA·Holding Co.
CIK 0002112078 · last filed Mar 31, 2026
Total AUM
$208M
▲ 9.2%
vs prior
Holdings
58
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Wealth Intelligence, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LOW
LOWES COS INC
$71M302K34.3%
02
FTCB
FIRST TR EXCHANGE-TRADED FD
$20M942K9.5%
03
PFXF
VANECK ETF TRUST
$10M544K4.6%
04
GSY
INVESCO ACTIVELY MANAGED EXC
$7M138K3.3%
05
AAPL
APPLE INC
$7M26K3.2%
06
AVGO
BROADCOM INC
$6M18K2.7%
07
SAWS
ETF SER SOLUTIONS
$5M226K2.3%
08
MPC
MARATHON PETE CORP
$4M18K2.1%
09
G29183103
EATON CORP PLC
$4M12K2.0%
10
JPM
JPMORGAN CHASE & CO
$4M14K2.0%

Filing history

Filing history loading…
AI Agent · grounded in Wealth
haiku-4-5 · 58 positions indexed
Sector mix
  • Tech6%
  • Financials7%
  • Health Care12%
  • Communications49%
  • Industrials8%
  • Other18%
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