Skip to content
Disclosery

13F-HR filed by Wealth Intelligence, LLC

Wealth Intelligence, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-15, with 58 holding rows worth $207,953,897.

Accession
0002112078-26-000002
Filer
CIK 2112078
Filed
2026-04-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 58 entries on the cover page, a total value of $207,953,897 stated on the cover page (in dollars after the unit check, H1), rows summing to $207,953,897 with VALUE read as dollars as filed, 13F file number 028-26647. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Lowes Companies,Inc.548661107COM301,679$71,280,699dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D788CORE INVESTMENT942,180$19,748,093dollars as filed
VANECK ETF TRUST92189F429PREFERRED SECURT544,001$9,541,778dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A887ULTRA SHRT DUR138,190$6,926,083dollars as filed
Apple Inc037833100COM26,390$6,697,645dollars as filed
Broadcom Inc.11135F101COM18,003$5,572,109dollars as filed
Sawgrass U.S. Small C26922B485AAM SAWGRASS US226,035$4,804,057dollars as filed
MARATHON PETE CORP COM56585A102Stock17,870$4,363,497dollars as filed
Eaton Corp. PlcG29183103COM11,603$4,150,045dollars as filed
JPMorgan Chase & Co46625H100COM14,024$4,125,300dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock27,766$3,635,958dollars as filed
Microsoft Corp594918104COM9,243$3,421,481dollars as filed
CME Group Inc. Class A12572Q105COM10,756$3,176,785dollars as filed
Chubb LimitedH1467J104COM8,750$2,851,888dollars as filed
Union Pacific Corporation907818108COM11,737$2,847,631dollars as filed
Southern Company842587107COM28,326$2,734,026dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,643$2,485,451dollars as filed
Home Depot, Inc437076102COM7,549$2,482,791dollars as filed
Verizon Communications Inc92343V104COM48,471$2,433,244dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A713MSCI EAFE IN ETF43,458$2,291,975dollars as filed
Amazon.com, Inc023135106COM10,913$2,272,851dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock4,643$2,014,923dollars as filed
AFLAC INC COM001055102Stock18,340$2,012,081dollars as filed
Visa Inc92826C839COM6,543$1,977,556dollars as filed
CVS Health Corporation126650100COM26,775$1,922,981dollars as filed
Johnson & Johnson478160104COM7,567$1,849,677dollars as filed
AbbVie,Inc.00287Y109COM7,999$1,739,703dollars as filed
Walmart Inc.931142103COM13,856$1,722,024dollars as filed
CUMMINS INC COM231021106Stock3,022$1,625,896dollars as filed
Analog Devices,Inc.032654105COM4,862$1,546,797dollars as filed
VANECK ETF TRUST92189F601URANI NUCLE ETF11,223$1,494,791dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y102CORE PLUS INCM66,881$1,494,122dollars as filed
NVIDIA Corp67066G104COM8,296$1,446,822dollars as filed
MasterCard, Inc57636Q104COM2,879$1,438,521dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,436,280dollars as filed
Lockheed Martin Corporation539830109COM2,341$1,414,877dollars as filed
United Parcel Service,Inc. Class B911312106COM12,463$1,226,110dollars as filed
AIR PRODS & CHEMS INC009158106COM4,036$1,172,418dollars as filed
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL15,898$1,162,780dollars as filed
Berkshire Hathaway Inc084670702COM2,041$978,047dollars as filed
Raytheon Technologies Corporation75513E101COM4,711$908,752dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock2,115$881,405dollars as filed
GE Vernova Inc.36828A101COM981$856,315dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock3,111$779,554dollars as filed
Abbott Laboratories002824100COM7,523$772,386dollars as filed
META PLATFORMS INC CL A30303M102COM1,324$757,675dollars as filed
UnitedHealth Group Inc91324P102COM2,260$611,533dollars as filed
Caterpillar Inc.149123101COM839$594,398dollars as filed
Advanced Micro Devices,Inc.007903107COM2,823$574,283dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock2,838$561,328dollars as filed
PALO ALTO NETWORKS INC697435105COM3,258$522,323dollars as filed
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock3,298$471,119dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock1,612$447,926dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock2,082$409,863dollars as filed
S&P Global,Inc.78409V104COM897$381,530dollars as filed
SYNOPSYS INC COM871607107Stock877$347,713dollars as filed
ARISTA NETWORKS INC040413205COM2,372$291,234dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,810$264,767dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002112078-26-000002this filing2026-04-15acceptance time not in the bulk data set