Wealth Intelligence, LLC — 13F holdings

Wealth Intelligence, LLC reported 60 holdings worth $209M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. LOW LOWES COS INC — $55.6M (26.6%)
  2. FTCB FIRST TR EXCHANGE-TRADED FD — $17.8M (8.5%)
  3. GSY INVESCO ACTIVELY MANAGED EXC — $11.9M (5.7%)
  4. PFXF VANECK ETF TRUST — $9.31M (4.5%)
  5. AAPL APPLE INC — $8.56M (4.1%)
  6. MPC MARATHON PETE CORP — $6.48M (3.1%)
  7. AVGO BROADCOM INC — $6.35M (3.0%)
  8. SAWS ETF SER SOLUTIONS — $5.43M (2.6%)
  9. MSFT MICROSOFT CORP — $5.28M (2.5%)
  10. ETN EATON CORP PLC — $5.18M (2.5%)