Wealth Intelligence, LLC
Wealth Intelligence, LLC reported 59 positions worth $215.3M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: LOW (30.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LOW | SH | $66.5M | 30.90% | 301,682 | — | — | |
| ▸ 2 | FTCB | SH | $18.7M | 8.67% | 895,036 | — | — | |
| ▸ 3 | PFXF | SH | $9.8M | 4.53% | 546,751 | — | — | |
| ▸ 4 | GSY | SH | $9.4M | 4.39% | 188,347 | — | — | |
| ▸ 5 | AAPL | SH | $7.6M | 3.53% | 26,291 | — | — | |
| ▸ 6 | AVGO | SH | $6.8M | 3.16% | 18,009 | — | — | |
| ▸ 7 | SAWS | SH | $6.0M | 2.78% | 229,882 | — | — | |
| ▸ 8 | ETN | SH | $5.0M | 2.33% | 11,763 | — | — | |
| ▸ 9 | JPM | SH | $4.6M | 2.15% | 14,123 | — | — | |
| ▸ 10 | MPC | SH | $4.5M | 2.08% | 17,530 | — | — |
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Frequently Asked Questions
What stocks does Wealth Intelligence, LLC hold as of Q2 2026?
Wealth Intelligence, LLC reported 59 positions worth $215.3M in its Q2 2026 13F filing. Largest positions: LOW (30.9%), FTCB (8.7%), PFXF (4.5%), GSY (4.4%) and AAPL (3.5%).
What did Wealth Intelligence, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Intelligence, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.