Wealth Intelligence, LLC Top Holdings and 13F Report (2026) About Wealth Intelligence, LLCInvestment ActivityWealth Intelligence, LLC has $215.28 million in total holdings as of June 30, 2026.Wealth Intelligence, LLC owns shares of 59 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 2.45% of the portfolio was purchased this quarter.About 2.09% of the portfolio was sold this quarter.This quarter, Wealth Intelligence, LLC has purchased 58 new stocks and bought additional shares in 36 stocks.Wealth Intelligence, LLC sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings Lowe's Companies $66,517,914FIRST TR EXCHANGE-TRADED FD $18,665,976VanEck Preferred Securities ex Financials ETF $9,754,038Invesco Ultra Short Duration ETF $9,445,602Apple $7,607,442 Largest New Holdings this Quarter 773121108 - ROCKET LAB CORP $505,302 Holding Largest Purchases this Quarter Invesco Ultra Short Duration ETF 50,157 shares (about $2.52M)ROCKET LAB CORP 4,971 shares (about $505.30K)Microsoft 794 shares (about $296.18K)Lockheed Martin 538 shares (about $274.09K)UnitedHealth Group 636 shares (about $264.34K) Largest Sales this Quarter Home Depot 2,893 shares (about $1.02M)FIRST TR EXCHANGE-TRADED FD 47,144 shares (about $983.19K)Mastercard 830 shares (about $426.29K)Southern 3,450 shares (about $330.20K)Vertiv 890 shares (about $297.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Intelligence, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLOWLowe's Companies$66,517,914$661 â–²0.0%301,68230.9%Retail/WholesaleFIRST TR EXCHANGE-TRADED FD$18,665,976$983,188 â–¼-5.0%895,0368.7%CORE INVESTMENTPFXFVanEck Preferred Securities ex Financials ETF$9,754,038$49,060 â–²0.5%546,7514.5%ETFGSYInvesco Ultra Short Duration ETF$9,445,602$2,515,374 â–²36.3%188,3474.4%ETFAAPLApple$7,607,442$28,646 â–¼-0.4%26,2913.5%Computer and TechnologyAVGOBroadcom$6,802,900$2,267 â–²0.0%18,0093.2%Computer and TechnologyETF SER SOLUTIONS$5,987,323$100,196 â–²1.7%229,8822.8%AAM SAWGRASS USETNEaton$5,012,450$68,179 â–²1.4%11,7632.3%IndustrialsJPMJPMorgan Chase & Co.$4,622,882$32,406 â–²0.7%14,1232.1%FinanceMPCMarathon Petroleum$4,481,895$86,928 â–¼-1.9%17,5302.1%EnergyJCIJohnson Controls International$3,951,837$105,053 â–¼-2.6%27,0471.8%ConstructionMSFTMicrosoft$3,744,002$296,178 â–²8.6%10,0371.7%Computer and TechnologyUNPUnion Pacific$3,205,792$13,328 â–²0.4%11,7861.5%TransportationGOOGLAlphabet$3,169,079$80,406 â–²2.6%8,8681.5%Computer and TechnologyCBChubb$2,893,905$87,570 â–¼-2.9%8,4931.3%FinanceCVSCVS Health$2,814,150$44,277 â–²1.6%27,2031.3%MedicalAMZNAmazon.com$2,683,470$82,466 â–²3.2%11,2591.2%Retail/WholesaleINVESCO ACTIVELY MANAGED EXC$2,519,627$96,409 â–²4.0%45,1871.2%MSCI EAFE IN ETFCMECME Group$2,412,126$36,879 â–²1.6%10,9231.1%FinanceSOSouthern$2,380,882$330,200 â–¼-12.2%24,8761.1%UtilitiesVVisa$2,298,017$53,179 â–²2.4%6,6981.1%Business ServicesCMICummins$2,165,306$9,985 â–²0.5%3,0361.0%Auto/Tires/TrucksAFLAflac$2,150,3650.0%18,3401.0%FinanceABBVAbbVie$2,061,938$49,070 â–²2.4%8,1941.0%MedicalJNJJohnson & Johnson$1,937,791$16,000 â–²0.8%7,6300.9%MedicalVZVerizon Communications$1,927,147$125,115 â–¼-6.1%45,5160.9%Computer and TechnologyADIAnalog Devices$1,776,541$154,499 â–¼-8.0%4,4730.8%Computer and TechnologyMSIMotorola Solutions$1,767,890$160,302 â–¼-8.3%4,2570.8%Computer and TechnologyNVDANVIDIA$1,677,555$17,608 â–²1.1%8,3840.8%Computer and TechnologyHDHome Depot$1,642,078$1,020,303 â–¼-38.3%4,6560.8%Retail/WholesaleAMDAdvanced Micro Devices$1,627,129$12,780 â–¼-0.8%2,8010.8%Computer and TechnologyWALMART INC$1,586,659$17,329 â–²1.1%14,0090.7%COMBRK.ABerkshire Hathaway$1,497,7000.0%20.7%FinanceLMTLockheed Martin$1,466,735$274,089 â–²23.0%2,8790.7%AerospaceCGCPCapital Group Core Plus Income ETF$1,457,944$32,833 â–¼-2.2%65,4080.7%ETFNLRVanEck Uranium and Nuclear ETF$1,313,821$12,178 â–²0.9%11,3280.6%ETFUNHUnitedHealth Group$1,203,664$264,341 â–²28.1%2,8960.6%MedicalUPSUnited Parcel Service$1,198,410$141,363 â–¼-10.6%11,1480.6%TransportationSPLVInvesco S&P 500 Low Volatility ETF$1,185,592$5,168 â–¼-0.4%15,8290.6%ETFAPDAir Products and Chemicals$1,183,2740.0%4,0360.5%Basic MaterialsPANWPalo Alto Networks$1,161,173$50,130 â–²4.5%3,4050.5%Computer and TechnologyMAMastercard$1,052,366$426,288 â–¼-28.8%2,0490.5%Business ServicesBRK.BBerkshire Hathaway$1,049,818$28,522 â–²2.8%2,0980.5%FinanceTTTrane Technologies$1,045,188$6,385 â–²0.6%2,1280.5%ConstructionRTXRTX$913,929$20,111 â–²2.3%4,8170.4%AerospaceGE VERNOVA INC$863,522$289,016 â–¼-25.1%7350.4%COMCATCaterpillar$773,117$120,334 â–¼-13.5%7260.4%IndustrialsMETAMeta Platforms$763,498$17,467 â–²2.3%1,3550.4%Computer and TechnologyVRTVertiv$743,635$297,990 â–¼-28.6%2,2210.3%Computer and TechnologyABTAbbott Laboratories$728,824$46,187 â–²6.8%8,0320.3%MedicalCDNSCadence Design Systems$685,710$80,694 â–²13.3%1,8270.3%Computer and TechnologyNXPINXP Semiconductors$604,215$19,110 â–²3.3%2,1500.3%Computer and TechnologyCHKPCheck Point Software Technologies$551,217$117,761 â–²27.2%4,1940.3%Computer and TechnologyROCKET LAB CORP$505,302$505,302 â–²New Holding4,9710.2%COMSNPSSynopsys$504,059$112,856 â–²28.8%1,1300.2%Computer and TechnologySPGIS&P Global$429,252$63,940 â–²17.5%1,0540.2%FinanceFANGDiamondback Energy$416,950$81,913 â–¼-16.4%2,3720.2%EnergyARISTA NETWORKS INC$411,619$8,664 â–²2.2%2,4230.2%COM SHSPALANTIR TECHNOLOGIES INC$276,275$65,102 â–²30.8%2,3680.1%CL AShowing largest 100 holdings. 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