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Wealth Intelligence, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    columbus, GA
  • CIK
    0002112078
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

58

$207.95M
LOW, FTCB, PFXF, GSY
13F-HR
Apr 15, 2026
000211207826000002

55

$201.51M
LOW, FTRB, PFXF, AAPL
13F-HR
Feb 18, 2026
000211207826000001