Wealth Intelligence, Llc Portfolio Stock Holdings
Wealth Intelligence, Llc disclosed 59 stock positions valued at approximately $215.3 million in its latest SEC 13F filing. The largest holdings include LOWES COS INC, VANECK ETF TRUST, and INVESCO ACTIVELY MANAGED EXC. The filing reflects positions held as of June 30, 2026 and was filed on July 13, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 59
- Portfolio Value
- $215.3M
Holdings by Sector
Wealth Intelligence, Llc Portfolio Holdings in Q2 2026
55 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LOWES COS INC | LOW | Consumer Cyclical | 30.90% | 301,682 | +3 | +0.00% | $66,517,914 |
| VANECK ETF TRUST | PFXF | Other | 4.53% | 546,751 | +2,750 | +0.51% | $9,754,038 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 4.39% | 188,347 | +50,157 | +36.30% | $9,445,602 |
| APPLE INC | AAPL | Technology | 3.53% | 26,291 | -99 | -0.38% | $7,607,442 |
| BROADCOM INC | AVGO | Technology | 3.16% | 18,009 | +6 | +0.03% | $6,802,900 |
| EATON CORP PLC | ETN | Other | 2.33% | 11,763 | +160 | +1.38% | $5,012,450 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.15% | 14,123 | +99 | +0.71% | $4,622,882 |
| MARATHON PETE CORP | MPC | Energy | 2.08% | 17,530 | -340 | -1.90% | $4,481,895 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 1.84% | 27,047 | -719 | -2.59% | $3,951,837 |
| MICROSOFT CORP | MSFT | Technology | 1.74% | 10,037 | +794 | +8.59% | $3,744,002 |
| UNION PAC CORP | UNP | Industrials | 1.49% | 11,786 | +49 | +0.42% | $3,205,792 |
| ALPHABET INC | GOOGL | Communication Services | 1.47% | 8,868 | +225 | +2.60% | $3,169,079 |
| CHUBB LIMITED | CB | Financial Services | 1.34% | 8,493 | -257 | -2.94% | $2,893,905 |
| CVS HEALTH CORP | CVS | Healthcare | 1.31% | 27,203 | +428 | +1.60% | $2,814,150 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.25% | 11,259 | +346 | +3.17% | $2,683,470 |
| CME GROUP INC | CME | Financial Services | 1.12% | 10,923 | +167 | +1.55% | $2,412,126 |
| SOUTHERN CO | SO | Utilities | 1.11% | 24,876 | -3,450 | -12.18% | $2,380,882 |
| VISA INC | V | Financial Services | 1.07% | 6,698 | +155 | +2.37% | $2,298,017 |
| CUMMINS INC | CMI | Industrials | 1.01% | 3,036 | +14 | +0.46% | $2,165,306 |
| AFLAC INC | AFL | Financial Services | 1.00% | 18,340 | - | - | $2,150,365 |
| ABBVIE INC | ABBV | Healthcare | 0.96% | 8,194 | +195 | +2.44% | $2,061,938 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.90% | 7,630 | +63 | +0.83% | $1,937,791 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.90% | 45,516 | -2,955 | -6.10% | $1,927,147 |
| ANALOG DEVICES INC | ADI | Technology | 0.83% | 4,473 | -389 | -8.00% | $1,776,541 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.82% | 4,257 | -386 | -8.31% | $1,767,890 |
| NVIDIA CORPORATION | NVDA | Technology | 0.78% | 8,384 | +88 | +1.06% | $1,677,555 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.76% | 4,656 | -2,893 | -38.32% | $1,642,078 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.76% | 2,801 | -22 | -0.78% | $1,627,129 |
| WALMART INC | WMT | Consumer Defensive | 0.74% | 14,009 | +153 | +1.10% | $1,586,659 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.70% | 2 | - | - | $1,497,700 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.68% | 2,879 | +538 | +22.98% | $1,466,735 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 0.68% | 65,408 | -1,473 | -2.20% | $1,457,944 |
| VANECK ETF TRUST | NLR | Other | 0.61% | 11,328 | +105 | +0.94% | $1,313,821 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.56% | 2,896 | +636 | +28.14% | $1,203,664 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.56% | 11,148 | -1,315 | -10.55% | $1,198,410 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.55% | 15,829 | -69 | -0.43% | $1,185,592 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.55% | 4,036 | - | - | $1,183,274 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.54% | 3,405 | +147 | +4.51% | $1,161,173 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.49% | 2,049 | -830 | -28.83% | $1,052,366 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.49% | 2,098 | +57 | +2.79% | $1,049,818 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.49% | 2,128 | +13 | +0.61% | $1,045,188 |
| RTX CORPORATION | RTX | Industrials | 0.42% | 4,817 | +106 | +2.25% | $913,929 |
| GE VERNOVA INC | GEV | Utilities | 0.40% | 735 | -246 | -25.08% | $863,522 |
| CATERPILLAR INC | CAT | Industrials | 0.36% | 726 | -113 | -13.47% | $773,117 |
| META PLATFORMS INC | META | Communication Services | 0.35% | 1,355 | +31 | +2.34% | $763,498 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.35% | 2,221 | -890 | -28.61% | $743,635 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.34% | 8,032 | +509 | +6.77% | $728,824 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.32% | 1,827 | +215 | +13.34% | $685,710 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.28% | 2,150 | +68 | +3.27% | $604,215 |
| CHECK POINT SOFTWARE TECH LT | CHKP | Other | 0.26% | 4,194 | +896 | +27.17% | $551,217 |
| SYNOPSYS INC | SNPS | Technology | 0.23% | 1,130 | +253 | +28.85% | $504,059 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.20% | 1,054 | +157 | +17.50% | $429,252 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.19% | 2,372 | -466 | -16.42% | $416,950 |
| ARISTA NETWORKS INC | ANET | Other | 0.19% | 2,423 | +51 | +2.15% | $411,619 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.13% | 2,368 | +558 | +30.83% | $276,275 |