§ 13F · FUND PROFILE
Wealth Intelligence, LLC.
AUM · $215M (13F)Positions · 59Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$505K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LOW | LOWES COS INC | 302K | $67M | 30.9% | ±0% |
| 2 | FTCB | FIRST TR EXCHANGE-TRADED FD | 895K | $19M | 8.7% | −5% |
| 3 | PFXF | VANECK ETF TRUST | 547K | $10M | 4.5% | +1% |
| 4 | GSY | INVESCO ACTIVELY MANAGED EXC | 188K | $9M | 4.4% | +36% |
| 5 | AAPL | APPLE INC | 26K | $8M | 3.5% | ±0% |
| 6 | AVGO | BROADCOM INC | 18K | $7M | 3.2% | ±0% |
| 7 | SAWS | ETF SER SOLUTIONS | 230K | $6M | 2.8% | +2% |
| 8 | ETN | EATON CORP PLC | 12K | $5M | 2.3% | +1% |
| 9 | JPM | JPMORGAN CHASE & CO | 14K | $5M | 2.1% | +1% |
| 10 | MPC | MARATHON PETE CORP | 18K | $4M | 2.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Intelligence, LLC is a Other fund managing $215 million in assets. The fund runs a portfolio of 59 positions.
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