Wealth Intelligence, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Wealth Intelligence, LLC held in its portfolio 55 assets valued at $201,512,101 (i.e. $201.51M).
The most valuable assets in the portfolio included: LOWES COS INC ($72.75M), FEDERATED HERMES TTL RTNBND ETF ($16.78M), and VANECK PREFERRED SECURT EX FNCL ETF ($11.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 55 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealth Intelligence, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| LOWES COS INC | 301676 | 72752237 | COM |
| FEDERATED HERMES TTL RTNBND ETF | 661005 | 16782917 | UIE |
| VANECK PREFERRED SECURT EX FNCL ETF | 623238 | 11006383 | UIE |
| APPLE INC | 27488 | 7472951 | COM |
| INVSC ULTRA SHORT DURATION ETF | 122644 | 6162861 | UIE |
| BROADCOM INC | 17711 | 6129777 | COM |
| JPMORGAN CHASE & CO | 14159 | 4562313 | COM |
| MICROSOFT CORP | 8320 | 4023718 | COM |
| JOHNSON CONTROLS INT F | 27671 | 3313602 | FGO |
| ALPHABET INC CLASS CLASS A | 10337 | 3235361 | COM |
| CME GROUP INC CLASS CLASS A | 10715 | 2926052 | COM |
| MARATHON PETE CORP | 17986 | 2925063 | COM |
| CHUBB LTD F | 9124 | 2847783 | FGO |
| AMAZON.COM INC | 12303 | 2839778 | COM |
| EATON CORP PLC F | 8603 | 2740142 | FGO |
| UNION PAC CORP | 11712 | 2709220 | COM |
| HOME DEPOT INC | 7822 | 2691550 | COM |
| AFLAC INC | 22747 | 2508312 | COM |
| BAHL & GAYNR SML MD CP GW ETF | 79570 | 2291616 | UIE |
| VISA INC CLASS CLASS A | 6459 | 2265236 | COM |
| SOUTHERN CO | 25144 | 2192557 | COM |
| CVS HEALTH CORP | 25984 | 2062090 | COM |
| WALMART INC | 17714 | 1973517 | COM |
| VERIZON COMMUNICATIONS I | 47800 | 1946894 | COM |
| UNITED PARCEL SVC INC CLASS CLASS B | 19126 | 1897108 | COM |
| CUMMINS INC | 3678 | 1877435 | COM |
| ANALOG DEVICES INC | 6291 | 1706119 | COM |
| MOTOROLA SOLUTIONS INC | 4242 | 1626043 | COM |
| MASTERCARD INC CLASS CLASS A | 2787 | 1591043 | COM |
| JOHNSON & JOHNSON | 7661 | 1585444 | COM |
| ABBVIE INC | 6902 | 1577038 | COM |
| BERKSHIRE HATHAWAY INC DCLASS A | 2 | 1509600 | COM |
| CAPITAL GROUP CORE PLUS INCM ETF | 65694 | 1487312 | UIE |
| INVESCO S&P 500 LOW VOLATILITY ETF | 20202 | 1442827 | UIE |
| COMCAST CORP NEW TRADES WITH DUE BILLS | 45692 | 1365734 | COM |
| VANECK URANIUM AND NUCLEAR ETF | 8908 | 1106374 | UIE |
| NVIDIA CORP | 5763 | 1074800 | COM |
| AIR PRODS & CHEMS INC | 4073 | 1006112 | COM |
| GE VERNOVA INC | 1446 | 945062 | COM |
| ADVANCED MICRO DEVIC | 4104 | 878913 | COM |
| META PLATFORMS INC CLASS A | 1269 | 837778 | COM |
| DIAMONDBACK ENERGY INC | 5255 | 789984 | COM |
| TRANE TECHNOLOGIES PLC F | 2023 | 787352 | FGO |
| CATERPILLAR INC | 1232 | 705776 | COM |
| BERKSHIRE HATHAWAY CLASS CLASS B | 1159 | 582571 | COM |
| ALLSTATE CORP | 2737 | 569707 | COM |
| CISCO SYS INC | 7321 | 563937 | COM |
| PALANTIR TECHNOLOGIES INCLASS CLASS A | 3171 | 563645 | COM |
| STERIS PLC F | 2118 | 536955 | FGO |
| NXP SEMICONDUCTORS N V F | 2471 | 536355 | FGO |
| S&P GLOBAL INC | 849 | 443679 | COM |
| PULTEGROUP INC | 3513 | 411934 | COM |
| TJX COS INC NEW | 2639 | 405377 | COM |
| CADENCE DESIGN SYS INC | 1257 | 392913 | COM |
| SYNOPSYS INC | 735 | 345244 | COM |
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