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Wealth Intelligence, LLC

Q1 2026 13F Holdings

  • Location
    columbus, GA
  • Num holdings

    58

  • Value ($000)

    $207,954

  • Date Filed
    04/15/2026
  • Form type
    13F-HR
  • CIK
    0002112078
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
L
LOW

LOWES COS INC

COM
548661107
$71.28M
34 %

301,679

F
FTCB

FIRST TR EXCHANGE-TRADED FD

CORE INVESTMENT
33738D788
$19.75M
10 %

942,180

P
PFXF

VANECK ETF TRUST

PREFERRED SECURT
92189F429
$9.54M
5 %

544,001

G
GSY

INVESCO ACTIVELY MANAGED EXC

ULTRA SHRT DUR
46090A887
$6.93M
3 %

138,190

A
AAPL

APPLE INC

COM
037833100
$6.7M
3 %

26,390

A
AVGO

BROADCOM INC

COM
11135F101
$5.57M
3 %

18,003

---

ETF SER SOLUTIONS

AAM SAWGRASS US
26922B485
$4.8M
2 %

226,035

M
MPC

MARATHON PETE CORP

COM
56585A102
$4.36M
2 %

17,870

---

EATON CORP PLC

SHS
G29183103
$4.15M
2 %

11,603

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$4.13M
2 %

14,024

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