account_balance
Investment manager · 13F filer · SEC CIK 2112078
Wealth Intelligence, LLC
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Reported value$209Mas of Sep 30, 2026
Positions60 1 new, 0 sold out
Top 10 weight63.2%LOW alone is 27%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LOWLowe's Companies Inc
26.6%
FTCBFirst Tr Exchange-Traded Fd
8.5%
GSYInvesco Actively Managed Exc
5.7%Added +26%
PFXFVaneck ETF Trust
4.5%Trimmed −3%
AAPLApple Inc.
4.1%Trimmed −2%
MPCMarathon Petroleum Corp
3.1%−7%
AVGOBroadcom Inc.
3.0%
SAWSETF Ser Solutions
2.6%+3%
MSFTMicrosoft Corp
2.5%+3%
ETNEaton Corp PLC
2.5%Added +2%
JPMJPMorgan Chase & Co
2.2%
JCI1.9%LOWLowe's Companies Inc
26.6%
FTCBFirst Tr Exchange-Traded Fd
8.5%
GSYInvesco Actively Managed Exc
5.7%+26%
PFXFVaneck ETF Trust
4.5%−3%
AAPLApple Inc.
4.1%
MPC3.1%AVGO3.0%SAWS2.6%
MSFT2.5%ETNJPM2.2%JCI1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LOW Lowe's Companies Inc 26.6% Held
FTCB First Tr Exchange-Traded Fd 8.5% Held
GSY Invesco Actively Managed Exc 5.7% Added +26%
PFXF Vaneck ETF Trust 4.5% Trimmed −3%
AAPL Apple Inc. 4.1% Trimmed −2%MPC Marathon Petroleum Corp 3.1% Trimmed −7%AVGO Broadcom Inc. 3.0% HeldSAWS ETF Ser Solutions 2.6% Added +3%
MSFT Microsoft Corp 2.5% Added +3%ETN Eaton Corp PLC 2.5% Added +2%JPM JPMorgan Chase & Co 2.2% HeldJCI Johnson Controls International PLC 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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