Wealth Intelligence, LLC
Wealth Intelligence, LLC reported 59 holdings worth US$215M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Wealth Intelligence, LLC reported 59 holdings worth US$215M as of Jun 30, 2026. Largest: Lowe's Companies, Inc., Apple Inc and Broadcom Inc. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 59
- Value as reported
- US$215M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lowe's Companies, Inc. | 302K | US$66.5M | 30.9% |
| Apple Inc | 26,291 | US$7.61M | 3.5% |
| Broadcom Inc. | 18,009 | US$6.8M | 3.2% |
| Jp Morgan Chase & Co. | 14,123 | US$4.62M | 2.1% |
| Marathon Petroleum Corporation | 17,530 | US$4.48M | 2.1% |
| Microsoft Corp. | 10,037 | US$3.74M | 1.7% |
| Union Pacific Corporation | 11,786 | US$3.21M | 1.5% |
| Alphabet Inc (google) Class C | 8,868 | US$3.17M | 1.5% |
| Cvs Health Corporation | 27,203 | US$2.81M | 1.3% |
| Amazon.com, Inc. | 11,259 | US$2.68M | 1.2% |
| Berkshire Hathaway Inc. | 5,091 | US$2.55M | 1.2% |
| Cme Group Inc. | 10,923 | US$2.41M | 1.1% |
| Southern Company (the) | 24,876 | US$2.38M | 1.1% |
| Visa Inc. | 6,698 | US$2.3M | 1.1% |
| Cummins Inc. | 3,036 | US$2.17M | 1.0% |
| Aflac Incorporated | 18,340 | US$2.15M | 1.00% |
| Abbvie Inc. | 8,194 | US$2.06M | 0.96% |
| Johnson & Johnson | 7,630 | US$1.94M | 0.90% |
| Verizon Communications Inc. | 45,516 | US$1.93M | 0.90% |
| Analog Devices, Inc. | 4,473 | US$1.78M | 0.83% |
| Motorola Solutions, Inc. | 4,257 | US$1.77M | 0.82% |
| Nvidia Corporation | 8,384 | US$1.68M | 0.78% |
| Home Depot, Inc. (the) | 4,656 | US$1.64M | 0.76% |
| Advanced Micro Devices Inc | 2,801 | US$1.63M | 0.76% |
| Walmart Inc. | 14,009 | US$1.59M | 0.74% |
| Lockheed Martin Corporation | 2,879 | US$1.47M | 0.68% |
| Unitedhealth Group Incorporated | 2,896 | US$1.2M | 0.56% |
| United Parcel Service, Inc. | 11,148 | US$1.2M | 0.56% |
| Air Products And Chemicals, Inc. | 4,036 | US$1.18M | 0.55% |
| Palo Alto Networks, Inc. | 3,405 | US$1.16M | 0.54% |
| Mastercard Incorporated | 2,049 | US$1.05M | 0.49% |
| Rtx Corporation | 4,817 | US$914K | 0.42% |
| Ge Vernova Inc. | 735 | US$864K | 0.40% |
| Caterpillar, Inc. | 726 | US$773K | 0.36% |
| Meta Platforms, Inc. | 1,355 | US$763K | 0.35% |
| Vertiv Holdings, Llc | 2,221 | US$744K | 0.35% |
| Abbott Laboratories | 8,032 | US$729K | 0.34% |
| Cadence Design Systems, Inc. | 1,827 | US$686K | 0.32% |
| Rocket Lab Corporation | 4,971 | US$505K | 0.23% |
| Synopsys, Inc. | 1,130 | US$504K | 0.23% |
| S&p Global Inc. | 1,054 | US$429K | 0.20% |
| Diamondback Energy, Inc. | 2,372 | US$417K | 0.19% |
| Arista Networks, Inc. | 2,423 | US$412K | 0.19% |
| Palantir Technologies Inc. | 2,368 | US$276K | 0.13% |
Source
View original at SEC
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