SEC 13F Intelligence

Managers / Q1 2026

Wealth Intelligence, LLC

CIK 0002112078 · 2900 WARM SPRINGS RD, COLUMBUS, GA, 31904 · 706-571-2100

Reported Value
$208M
Q1 2026
Positions
58
Filings on Record
2
2019–present window
Filed
Apr 15, 2026
original filing

Summary

Wealth Intelligence, LLC reported $208M in U.S.-listed holdings across 58 positions for Q1 2026.

The portfolio is heavily concentrated: LOW alone accounts for 34.3% of reported value.

Compared with Q4 2025, the fund opened 11 new positions and exited 8.

Portfolio Metrics

Turnover
+16.5%
vs prior filed quarter
Top-10 Concentration
+66.0%
share of reported value
Largest Position
+34.3%
Lowes Cos
New / Exited
11 / 8
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $202MQ4 ’25Q1 ’26: $208MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 71.2%ETP: 22.8%Other: 6.0%
  • Common Stock · 71.2% · $148M
  • ETP · 22.8% · $47M
  • Other · 6.0% · $12M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FIRST TR EXCHANGE-TRADED FDNEW+942.2K942.2K+$20M$20M
ETF SER SOLUTIONSNEW+226.0K226.0K+$5M$5M
INVESCO ACTIVELY MANAGED EXCNEW+43.5K43.5K+$2M$2M
LMTLOCKHEED MARTIN CORPNEW+2.3K2.3K+$1M$1M
RTXRTX CORPORATIONNEW+4.7K4.7K+$908,752$908,752
VRTVERTIV HOLDINGS CONEW+3.1K3.1K+$779,554$779,554
ABTABBOTT LABORATORIESNEW+7.5K7.5K+$772,386$772,386
UNHUNITEDHEALTH GROUP INCNEW+2.3K2.3K+$611,533$611,533

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

47 positions
#IssuerClass% PortfolioValueShares
1LOWLOWES COS INChistory →COM34.28%$71M301.7K
2FIRST TR EXCHANGE-TRADED FDCORE INVESTMENT9.50%$20M942.2K
3VANECK ETF TRUSTPREFERRED SECURT · URANIUM AND NUCL5.31%$11M555.2K
4INVESCO ACTIVELY MANAGED EXCULTRA SHRT DUR · MSCI EAFE INCOME4.43%$9M181.6K
5AAPLAPPLE INChistory →COM3.22%$7M26.4K
6AVGOBROADCOM INChistory →COM2.68%$6M18.0K
7ETF SER SOLUTIONSAAM SAWGRASS US2.31%$5M226.0K
8MPCMARATHON PETE CORPhistory →COM2.10%$4M17.9K
9EATON CORP PLCSHS2.00%$4M11.6K
10JPMJPMORGAN CHASE & COhistory →COM1.98%$4M14.0K
11JOHNSON CONTROLS INTERNATIONSHS1.75%$4M27.8K
12MSFTMICROSOFT CORPhistory →COM1.65%$3M9.2K
13CMECME GROUP INChistory →COM1.53%$3M10.8K
14CHUBB LTD SWITZCOM1.37%$3M8.8K
15UNPUNION PAC CORPhistory →COM1.37%$3M11.7K
16SOSOUTHERN COhistory →COM1.31%$3M28.3K
17GOOGLALPHABET INChistory →CAP STK CL A1.20%$2M8.6K
18HDHOME DEPOT INChistory →COM1.19%$2M7.5K
19BACVERIZON COMMUNICATIONS INChistory →COM1.17%$2M48.5K
20BRK/ABERKSHIRE HATHAWAY INC DELCL A · CL B NEW1.16%$2M2.0K
21AMZNAMAZON COM INChistory →COM1.09%$2M10.9K
22MSIMOTOROLA SOLUTIONS INCCOM NEW0.97%$2M4.6K
23AFLAFLAC INCCOM0.97%$2M18.3K
24VVISA INCCOM CL A0.95%$2M6.5K
25CVSCVS HEALTH CORPCOM0.92%$2M26.8K
26JNJJOHNSON & JOHNSONCOM0.89%$2M7.6K
27ABBVABBVIE INCCOM0.84%$2M8.0K
28WMTWALMART INCCOM0.83%$2M13.9K
29CMICUMMINS INCCOM0.78%$2M3.0K
30ADIANALOG DEVICES INCCOM0.74%$2M4.9K
31CAPITAL GRP FIXED INCM ETF TCORE PLUS INCM0.72%$1M66.9K
32NVDANVIDIA CORPORATIONCOM0.70%$1M8.3K
33MAMASTERCARD INCORPORATEDCL A0.69%$1M2.9K
34LMTLOCKHEED MARTIN CORPCOM0.68%$1M2.3K
35UPSUNITED PARCEL SVCS INCCL B0.59%$1M12.5K
36APDAIR PRODUCTS AND CHEMICALS ICOM0.56%$1M4.0K
37INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL0.56%$1M15.9K
38RTXRTX CORPORATIONCOM0.44%$908,7524.7K
39TRANE TECHNOLOGIES PLCSHS0.42%$881,4052.1K
40GEVGE VERNOVA INCCOM0.41%$856,315981
41VRTVERTIV HOLDINGS COCOM CL A0.37%$779,5543.1K
42ABTABBOTT LABORATORIESCOM0.37%$772,3867.5K
43METAMETA PLATFORMS INCCL A0.36%$757,6751.3K
44UNHUNITEDHEALTH GROUP INCCOM0.29%$611,5332.3K
45CATCATERPILLAR INCCOM0.29%$594,398839
46AMDADVANCED MICRO DEVICES INCCOM0.28%$574,2832.8K
47FANGDIAMONDBACK ENERGY INCCOM0.27%$561,3282.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$208M58Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$202M55Feb 18, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.