Wealth Intelligence, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 18, 2026), Wealth Intelligence, LLC reported 55 stock positions worth $201.5 million. Its top holding was Lowe's Cos (LOW) at 36.1% of the portfolio, followed by Fed Hermes TTL RTRN BND (FTRB, 8.3%) and Vaneck Pref Sec X-Financials (PFXF, 5.5%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, GA
- CIK
- 0002112078
- Portfolio Value
- $201.5M (Q4 2025)
- SEC Filing
- 0002112078-26-000001 ↗ filed Feb 18, 2026
Holdings Value
Holdings 55 stocks · $201.5M
| LOW Lowe's Cos Inc. | 36.10% | 301,676 | $72.8M | — |
| FTRB Fed Hermes TTL RTRN BND | 8.33% | 661,005 | $16.8M | — |
| PFXF Vaneck Pref Sec X-Financials | 5.46% | 623,238 | $11.0M | — |
| AAPL Apple Inc. | 3.71% | 27,488 | $7.5M | — |
| GSY Invesco Ultra Short Duration | 3.06% | 122,644 | $6.2M | — |
| AVGO Broadcom Inc. | 3.04% | 17,711 | $6.1M | — |
| JPM JPMorgan Chase & Co. | 2.26% | 14,159 | $4.6M | — |
| MSFT Microsoft Corp. | 2.00% | 8,320 | $4.0M | — |
| JCI Johnson Controls Internation | 1.64% | 27,671 | $3.3M | — |
| GOOGL Alphabet Inc. Class A | 1.61% | 10,337 | $3.2M | — |
| CME Cme Group Inc. | 1.45% | 10,715 | $2.9M | — |
| MPC Marathon Petroleum Corp. | 1.45% | 17,986 | $2.9M | — |
| CB Chubb Ltd. | 1.41% | 9,124 | $2.8M | — |
| AMZN Amazon.com Inc. | 1.41% | 12,303 | $2.8M | — |
| ETN Eaton Corp. PLC | 1.36% | 8,603 | $2.7M | — |
| UNP Union Pacific Corp. | 1.34% | 11,712 | $2.7M | — |
| HD Home Depot Inc. | 1.34% | 7,822 | $2.7M | — |
| AFL Aflac Inc. | 1.24% | 22,747 | $2.5M | — |
| SMIG Bahl & Gaynor S/M Inc. Growth | 1.14% | 79,570 | $2.3M | — |
| V Visa Inc. Class A | 1.12% | 6,459 | $2.3M | — |
| SO The Southern Co. | 1.09% | 25,144 | $2.2M | — |
| CVS CVS Health Corp. | 1.02% | 25,984 | $2.1M | — |
| WMT Walmart Inc. | 0.98% | 17,714 | $2.0M | — |
| VZ Verizon Communications Inc. | 0.97% | 47,800 | $1.9M | — |
| UPS United Parcel Service Class B | 0.94% | 19,126 | $1.9M | — |
| CMI Cummins Inc. | 0.93% | 3,678 | $1.9M | — |
| ADI Analog Devices Inc. | 0.85% | 6,291 | $1.7M | — |
| MSI Motorola Solutions Inc. | 0.81% | 4,242 | $1.6M | — |
| MA Mastercard Inc. Class A | 0.79% | 2,787 | $1.6M | — |
| JNJ Johnson & Johnson | 0.79% | 7,661 | $1.6M | — |
| ABBV Abbvie Inc. | 0.78% | 6,902 | $1.6M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.75% | 2 | $1.5M | — |
| CGCP Cap Group Core Plus Income | 0.74% | 65,694 | $1.5M | — |
| SPLV Invesco S&P 500 Low Volatili | 0.72% | 20,202 | $1.4M | — |
| CMCSA Comcast Corp. Class A | 0.68% | 45,692 | $1.4M | — |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.55% | 8,908 | $1.1M | — |
| NVDA Nvidia Corp. | 0.53% | 5,763 | $1.1M | — |
| APD Air Products & Chemicals Inc. | 0.50% | 4,073 | $1.0M | — |
| GEV GE Vernova Inc. | 0.47% | 1,446 | $945K | — |
| AMD Advanced Micro Devices | 0.44% | 4,104 | $879K | — |
| META Meta Platforms Inc. Class A | 0.42% | 1,269 | $838K | — |
| FANG Diamondback Energy Inc. | 0.39% | 5,255 | $790K | — |
| TT Trane Technologies PLC | 0.39% | 2,023 | $787K | — |
| CAT Caterpillar Inc. | 0.35% | 1,232 | $706K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,159 | $583K | — |
| ALL Allstate Corp. | 0.28% | 2,737 | $570K | — |
| CSCO Cisco Systems Inc. | 0.28% | 7,321 | $564K | — |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 3,171 | $564K | — |
| STE Steris PLC | 0.27% | 2,118 | $537K | — |
| NXPI NXP Semiconductors NV | 0.27% | 2,471 | $536K | — |
| SPGI S&P Global Inc. | 0.22% | 849 | $444K | — |
| PHM Pultegroup Inc. | 0.20% | 3,513 | $412K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 2,639 | $405K | — |
| CDNS Cadence Design SYS Inc. | 0.20% | 1,257 | $393K | — |
| SNPS Synopsys Inc. | 0.17% | 735 | $345K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.