DOSSIER · 13F-HR · Q2 2026

Wealth Intelligence, LLC

$215M in tracked AUM across 59 positions as of Q2 2026.

WI
CIK 0002112078 · last filed Jun 30, 2026
Total AUM
$215M
as of Q2 2026
Holdings
59
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Wealth Intelligence, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LOW
LOWES COS INC
$67M302K30.9%
02
FTCB
FIRST TR EXCHANGE-TRADED FD
$19M895K8.7%
03
PFXF
VANECK ETF TRUST
$10M547K4.5%
04
GSY
INVESCO ACTIVELY MANAGED EXC
$9M188K4.4%
05
AAPL
APPLE INC
$8M26K3.5%
06
AVGO
BROADCOM INC
$7M18K3.2%
07
SAWS
ETF SER SOLUTIONS
$6M230K2.8%
08
G29183103
EATON CORP PLC
$5M12K2.3%
09
JPM
JPMORGAN CHASE & CO
$5M14K2.1%
10
MPC
MARATHON PETE CORP
$4M18K2.1%

Filing history

2026Q2Jun 30
$215M 3.5%
59 positionsView →
2026Q1Mar 31
$208M 3.2%
58 positionsView →
2025Q4Dec 31
$202M
55 positionsView →