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Wealth Intelligence, LLC

Q4 2025 13F Holdings

  • Location
    columbus, GA
  • Num holdings

    55

  • Value ($000)

    $201,512

  • Date Filed
    02/18/2026
  • Form type
    13F-HR
  • CIK
    0002112078
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
L
LOW

LOWES COS INC

COM
548661107
$72.75M
36 %

301,676

F
FTRB

FEDERATED HERMES TTL RTNBND ETF

UIE
31423L404
$16.78M
8 %

661,005

P
PFXF

VANECK PREFERRED SECURT EX FNCL ETF

UIE
92189F429
$11.01M
6 %

623,238

A
AAPL

APPLE INC

COM
037833100
$7.47M
4 %

27,488

G
GSY

INVSC ULTRA SHORT DURATION ETF

UIE
46090A887
$6.16M
3 %

122,644

A
AVGO

BROADCOM INC

COM
11135F101
$6.13M
3 %

17,711

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$4.56M
2 %

14,159

M
MSFT

MICROSOFT CORP

COM
594918104
$4.02M
2 %

8,320

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JOHNSON CONTROLS INT F

FGO
G51502105
$3.31M
2 %

27,671

G
GOOGL

ALPHABET INC CLASS CLASS A

COM
02079K305
$3.24M
2 %

10,337

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