§ 13F · FUND PROFILE
Wealth Intelligence, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 55Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$201.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | LOW | LOWES COS INC | 302K | $72.8T | 36.1% | NEW |
| 2 | FTRB | FEDERATED HERMES TTL RTNBND ETF | 661K | $16.8T | 8.3% | NEW |
| 3 | PFXF | VANECK PREFERRED SECURT EX FNCL ETF | 623K | $11.0T | 5.5% | NEW |
| 4 | AAPL | APPLE INC | 27K | $7.5T | 3.7% | NEW |
| 5 | GSY | INVSC ULTRA SHORT DURATION ETF | 123K | $6.2T | 3.1% | NEW |
| 6 | AVGO | BROADCOM INC | 18K | $6.1T | 3.0% | NEW |
| 7 | JPM | JPMORGAN CHASE & CO | 14K | $4.6T | 2.3% | NEW |
| 8 | MSFT | MICROSOFT CORP | 8K | $4.0T | 2.0% | NEW |
| 9 | JCI | JOHNSON CONTROLS INT F | 28K | $3.3T | 1.6% | NEW |
| 10 | GOOGL | ALPHABET INC CLASS CLASS A | 10K | $3.2T | 1.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Intelligence, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed