Wealth Intelligence, LLC
- SEC CIK
- 0002112078
- Latest filing
- Jul 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 18, 2026. Long positions only.
- Positions
- 55
- No filing for Q3 2025
- Portfolio value
- $201.5M
- No filing for Q3 2025
Wealth Intelligence, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNPSSynopsys Inc | COM | 735 | $345.2K | 0.2% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 1,257 | $392.9K | 0.2% | – | – | History |
| TJXTJX Companies Inc | Stock | 2,639 | $405.4K | 0.2% | – | – | History |
| PHMPultegroup Inc | COM | 3,513 | $411.9K | 0.2% | – | – | History |
| SPGIS&P Global Inc. | Stock | 849 | $443.7K | 0.2% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 2,471 | $536.4K | 0.3% | – | – | History |
| STESTERIS plc | SHS USD | 2,118 | $537.0K | 0.3% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 3,171 | $563.6K | 0.3% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 7,321 | $563.9K | 0.3% | – | – | History |
| ALLAllstate Corp | Stock | 2,737 | $569.7K | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,159 | $582.6K | 0.3% | – | – | History |
| CATCaterpillar Inc | Stock | 1,232 | $705.8K | 0.4% | – | – | History |
| TTTrane Technologies plc | SHS | 2,023 | $787.4K | 0.4% | – | – | History |
| FANGDiamondback Energy, Inc. | Stock | 5,255 | $790.0K | 0.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,269 | $837.8K | 0.4% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 4,104 | $878.9K | 0.4% | – | – | History |
| GEVGE Vernova Inc. | Stock | 1,446 | $945.1K | 0.5% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 4,073 | $1.01M | 0.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 5,763 | $1.07M | 0.5% | – | – | History |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 8,908 | $1.11M | 0.5% | – | – | – |
| CMCSAComcast Corp | Stock | 45,692 | $1.37M | 0.7% | – | – | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 20,202 | $1.44M | 0.7% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 65,694 | $1.49M | 0.7% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.51M | 0.7% | – | – | History |
| ABBVAbbVie Inc. | Stock | 6,902 | $1.58M | 0.8% | – | – | History |
| JNJJohnson & Johnson | Stock | 7,661 | $1.59M | 0.8% | – | – | History |
| MAMastercard Inc | Stock | 2,787 | $1.59M | 0.8% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 4,242 | $1.63M | 0.8% | – | – | History |
| ADIAnalog Devices Inc | Stock | 6,291 | $1.71M | 0.8% | – | – | History |
| CMICummins Inc | Stock | 3,678 | $1.88M | 0.9% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 19,126 | $1.90M | 0.9% | – | – | History |
| VZVerizon Communications Inc | Stock | 47,800 | $1.95M | 1.0% | – | – | History |
| WMTWalmart Inc. | Stock | 17,714 | $1.97M | 1.0% | – | – | History |
| CVSCVS Health Corp | Stock | 25,984 | $2.06M | 1.0% | – | – | History |
| SOSouthern Co | Stock | 25,144 | $2.19M | 1.1% | – | – | History |
| VVisa Inc. | Stock | 6,459 | $2.27M | 1.1% | – | – | History |
| ETF Ser Solutions26922B832 | BAHL GAYNOR SML | 79,570 | $2.29M | 1.1% | – | – | – |
| AFLAflac Inc | Stock | 22,747 | $2.51M | 1.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 7,822 | $2.69M | 1.3% | – | – | History |
| UNPUnion Pacific Corp | Stock | 11,712 | $2.71M | 1.3% | – | – | History |
| ETNEaton Corp plc | Stock | 8,603 | $2.74M | 1.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 12,303 | $2.84M | 1.4% | – | – | History |
| CBChubb Ltd | Stock | 9,124 | $2.85M | 1.4% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 17,986 | $2.93M | 1.5% | – | – | History |
| CMECME Group Inc. | COM | 10,715 | $2.93M | 1.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 10,337 | $3.24M | 1.6% | – | – | History |
| JCIJohnson Controls International plc | Stock | 27,671 | $3.31M | 1.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 8,320 | $4.02M | 2.0% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 14,159 | $4.56M | 2.3% | – | – | History |
| AVGOBroadcom Inc. | Stock | 17,711 | $6.13M | 3.0% | – | – | History |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 122,644 | $6.16M | 3.1% | – | – | – |
| AAPLApple Inc. | Stock | 27,488 | $7.47M | 3.7% | – | – | History |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 623,238 | $11.0M | 5.5% | – | – | – |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 661,005 | $16.8M | 8.3% | – | – | – |
| LOWLowes Companies Inc | Stock | 301,676 | $72.8M | 36.1% | – | – | History |