Wealth Intelligence
Latest statistics and disclosures from Wealth Intelligence's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002112078
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Positions held by Wealth Intelligence consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Wealth Intelligence
Wealth Intelligence holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lowe's Companies (LOW) | 36.1 | $73M | 302k | 241.16 |
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| Federated Hermes Ttl Rtnbnd Etf Uie (FTRB) | 8.3 | $17M | 661k | 25.39 |
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| Vaneck Preferred Securt Ex Fncl Etf Uie (PFXF) | 5.5 | $11M | 623k | 17.66 |
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| Apple (AAPL) | 3.7 | $7.5M | 28k | 271.86 |
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| Invsc Ultra Short Duration Etf Uie (GSY) | 3.1 | $6.2M | 123k | 50.25 |
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| Broadcom (AVGO) | 3.0 | $6.1M | 18k | 346.10 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $4.6M | 14k | 322.22 |
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| Microsoft Corporation (MSFT) | 2.0 | $4.0M | 8.3k | 483.62 |
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| Johnson Controls Int F Fgo (JCI) | 1.6 | $3.3M | 28k | 119.75 |
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| Alphabet Inc Class A cs (GOOGL) | 1.6 | $3.2M | 10k | 312.99 |
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| Cme (CME) | 1.5 | $2.9M | 11k | 273.08 |
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| Marathon Petroleum Corp (MPC) | 1.5 | $2.9M | 18k | 162.63 |
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| Chubb Ltd F Fgo (CB) | 1.4 | $2.8M | 9.1k | 312.12 |
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| Amazon (AMZN) | 1.4 | $2.8M | 12k | 230.82 |
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| Eaton Corp Plc F Fgo (ETN) | 1.4 | $2.7M | 8.6k | 318.51 |
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| Union Pacific Corporation (UNP) | 1.3 | $2.7M | 12k | 231.32 |
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| Home Depot (HD) | 1.3 | $2.7M | 7.8k | 344.10 |
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| AFLAC Incorporated (AFL) | 1.2 | $2.5M | 23k | 110.27 |
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| Bahl & Gaynr Sml Md Cp Gw Etf Uie (SMIG) | 1.1 | $2.3M | 80k | 28.80 |
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| Visa (V) | 1.1 | $2.3M | 6.5k | 350.71 |
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| Southern Company (SO) | 1.1 | $2.2M | 25k | 87.20 |
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| CVS Caremark Corporation (CVS) | 1.0 | $2.1M | 26k | 79.36 |
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| Wal-Mart Stores (WMT) | 1.0 | $2.0M | 18k | 111.41 |
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| Verizon Communications (VZ) | 1.0 | $1.9M | 48k | 40.73 |
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| United Parcel Service (UPS) | 0.9 | $1.9M | 19k | 99.19 |
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| Cummins (CMI) | 0.9 | $1.9M | 3.7k | 510.45 |
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| Analog Devices (ADI) | 0.8 | $1.7M | 6.3k | 271.20 |
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| Motorola Solutions (MSI) | 0.8 | $1.6M | 4.2k | 383.32 |
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| MasterCard Incorporated (MA) | 0.8 | $1.6M | 2.8k | 570.88 |
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| Johnson & Johnson (JNJ) | 0.8 | $1.6M | 7.7k | 206.95 |
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| Abbvie (ABBV) | 0.8 | $1.6M | 6.9k | 228.49 |
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| Berkshire Hathaway (BRK.A) | 0.7 | $1.5M | 2.00 | 754800.00 |
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| Capital Group Core Plus Incm Etf Uie (CGCP) | 0.7 | $1.5M | 66k | 22.64 |
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| Invesco S&p 500 Low Volatility Etf Uie (SPLV) | 0.7 | $1.4M | 20k | 71.42 |
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| Comcast Corporation (CMCSA) | 0.7 | $1.4M | 46k | 29.89 |
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| Vaneck Uranium And Nuclear Etf Uie (NLR) | 0.5 | $1.1M | 8.9k | 124.20 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.1M | 5.8k | 186.50 |
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| Air Products & Chemicals (APD) | 0.5 | $1.0M | 4.1k | 247.02 |
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| Ge Vernova (GEV) | 0.5 | $945k | 1.4k | 653.57 |
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| Advanced Micro Devices (AMD) | 0.4 | $879k | 4.1k | 214.16 |
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| Facebook Inc cl a (META) | 0.4 | $838k | 1.3k | 660.19 |
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| Diamondback Energy (FANG) | 0.4 | $790k | 5.3k | 150.33 |
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| Trane Technologies Plc F Fgo (TT) | 0.4 | $787k | 2.0k | 389.20 |
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| Caterpillar (CAT) | 0.4 | $706k | 1.2k | 572.87 |
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| Berkshire Hathaway (BRK.B) | 0.3 | $583k | 1.2k | 502.65 |
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| Allstate Corporation (ALL) | 0.3 | $570k | 2.7k | 208.15 |
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| Cisco Systems (CSCO) | 0.3 | $564k | 7.3k | 77.03 |
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| Palantir Technologies (PLTR) | 0.3 | $564k | 3.2k | 177.75 |
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| Steris Plc F Fgo (STE) | 0.3 | $537k | 2.1k | 253.52 |
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| Nxp Semiconductors N V F Fgo (NXPI) | 0.3 | $536k | 2.5k | 217.06 |
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| S&p Global (SPGI) | 0.2 | $444k | 849.00 | 522.59 |
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| Pulte (PHM) | 0.2 | $412k | 3.5k | 117.26 |
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| TJX Companies (TJX) | 0.2 | $405k | 2.6k | 153.61 |
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| Cadence Design Systems (CDNS) | 0.2 | $393k | 1.3k | 312.58 |
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| Synopsys (SNPS) | 0.2 | $345k | 735.00 | 469.72 |
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Past Filings by Wealth Intelligence
SEC 13F filings are viewable for Wealth Intelligence going back to 2025
- Wealth Intelligence 2025 Q4 filed Feb. 18, 2026