13F-HR filed by Wealth Intelligence, LLC
Wealth Intelligence, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-13, with 59 holding rows worth $215,278,517.
- Accession
- 0002112078-26-000003
- Filer
- CIK 2112078
- Filed
- 2026-07-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 59 entries on the cover page, a total value of $215,278,517 stated on the cover page (in dollars after the unit check, H1), rows summing to $215,278,517 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Lowes Companies,Inc. | 548661107 | COM | 301,682 | $66,517,914 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D788 | CORE INVESTMENT | 895,036 | $18,665,976 | dollars as filed | |
| VANECK ETF TRUST | 92189F429 | PREFERRED SECURT | 546,751 | $9,754,038 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A887 | ULTRA SHRT DUR | 188,347 | $9,445,602 | dollars as filed | |
| Apple Inc | 037833100 | COM | 26,291 | $7,607,442 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 18,009 | $6,802,900 | dollars as filed | |
| Sawgrass U.S. Small C | 26922B485 | AAM SAWGRASS US | 229,882 | $5,987,323 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 11,763 | $5,012,450 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 14,123 | $4,622,882 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 17,530 | $4,481,895 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 27,047 | $3,951,837 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 10,037 | $3,744,002 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 11,786 | $3,205,792 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,868 | $3,169,079 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 8,493 | $2,893,905 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 27,203 | $2,814,150 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 11,259 | $2,683,470 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A713 | MSCI EAFE IN ETF | 45,187 | $2,519,627 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 10,923 | $2,412,126 | dollars as filed | |
| Southern Company | 842587107 | COM | 24,876 | $2,380,882 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 6,698 | $2,298,017 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 3,036 | $2,165,306 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 18,340 | $2,150,365 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 8,194 | $2,061,938 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 7,630 | $1,937,791 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 45,516 | $1,927,147 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 4,473 | $1,776,541 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 4,257 | $1,767,890 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 8,384 | $1,677,555 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,656 | $1,642,078 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,801 | $1,627,129 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 14,009 | $1,586,659 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,497,700 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 2,879 | $1,466,735 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y102 | CORE PLUS INCM | 65,408 | $1,457,944 | dollars as filed | |
| VANECK ETF TRUST | 92189F601 | URANI NUCLE ETF | 11,328 | $1,313,821 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,896 | $1,203,664 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 11,148 | $1,198,410 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 15,829 | $1,185,592 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 4,036 | $1,183,274 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 3,405 | $1,161,173 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,049 | $1,052,366 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,098 | $1,049,818 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 2,128 | $1,045,188 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 4,817 | $913,929 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 735 | $863,522 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 726 | $773,117 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,355 | $763,498 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 2,221 | $743,635 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 8,032 | $728,824 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 1,827 | $685,710 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 2,150 | $604,215 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 4,194 | $551,217 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 4,971 | $505,302 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 1,130 | $504,059 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 1,054 | $429,252 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 2,372 | $416,950 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 2,423 | $411,619 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,368 | $276,275 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002112078-26-000003 | this filing | 2026-07-13 | acceptance time not in the bulk data set |