Wealth Intelligence, LLC

CIK

2112078

Location

COLUMBUS, GA

Portfolio Value

Small $163,427,639

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,975 / 8,633 ▼ 66

Top Industry

Home Improvement Retail 41.7%

3Y Alpha vs SPY

-32.9%

Period ended 51 days ago

Filed Jul 13, 2026 · 38d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

-3.1%

SPY

+12.8%

Annualised alpha

-32.5%

Max drawdown

−12.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

40.7%

−3.7 pts

Top 5

55.4%

−1.9 pts

Top 10

66.8%

−1.3 pts

HHI

1,775

Moderately concentrated−300

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	43.3%	$70,843,412	3
Technology	17.9%	$29,197,840	14
Industrials	13.4%	$21,845,221	12
Financial Services	10.3%	$16,885,580	8
Healthcare	5.4%	$8,746,366	5
Communication Services	3.6%	$5,859,561	3
Energy	3.0%	$4,898,845	2
Utilities	1.5%	$2,380,881	1
Consumer Defensive	1.0%	$1,586,659	1
Basic Materials	0.7%	$1,183,274	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CHKP	Check Point Software Technologies Ltd	+896	4,194	$551,217
MSFT	Microsoft Corp	+794	10,037	$3,744,001
UNH	Unitedhealth Group Inc	+636	2,896	$1,203,664
PLTR	Palantir Technologies Inc.	+558	2,368	$276,274
LMT	Lockheed Martin Corp	+538	2,879	$1,466,735
ABT	Abbott Laboratories	+509	8,032	$728,823
CVS	CVS HEALTH Corp	+428	27,203	$2,814,150
AMZN	Amazon Com Inc	+346	11,259	$2,683,470
SNPS	Synopsys Inc	+253	1,130	$504,059
GOOGL	Alphabet Inc.	+225	8,868	$3,169,157
CDNS	Cadence Design Systems Inc	+215	1,827	$685,709
ABBV	AbbVie Inc.	+195	8,194	$2,061,938
CME	Cme Group Inc.	+167	10,923	$2,412,126
ETN	Eaton Corp plc	+160	11,763	$5,012,449
SPGI	S&P Global Inc.	+157	1,054	$406,104
V	Visa Inc.	+155	6,698	$2,298,016
WMT	Walmart Inc.	+153	14,009	$1,586,659
PANW	Palo Alto Networks Inc	+147	3,405	$1,161,173
RTX	RTX Corp	+106	4,817	$913,929
JPM	Jpmorgan Chase & Co	+99	14,123	$4,622,881
NVDA	Nvidia Corp	+88	8,384	$1,677,554
NXPI	NXP Semiconductors N.V.	+68	2,150	$604,214
JNJ	Johnson & Johnson	+63	7,630	$1,937,791
BRK-B	Berkshire Hathaway Inc	+55	2,098	$1,049,818
ANET	Arista Networks, Inc.	+51	2,423	$411,619
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
SO	Southern Co	−3,450	24,876	$2,380,881
VZ	Verizon Communications Inc	−2,955	45,516	$1,927,147
HD	Home Depot, Inc.	−2,893	4,656	$1,642,078
UPS	United Parcel Service Inc	−1,315	11,148	$1,198,410
VRT	Vertiv Holdings Co	−890	2,221	$743,635
MA	Mastercard Inc	−830	2,049	$1,052,366
JCI	Johnson Controls International plc	−719	27,047	$3,951,837
FANG	Diamondback Energy, Inc.	−466	2,372	$416,950
ADI	Analog Devices Inc	−389	4,473	$1,776,541
MSI	Motorola Solutions, Inc.	−386	4,257	$1,767,889
MPC	Marathon Petroleum Corp	−340	17,530	$4,481,895
CB	Chubb Ltd	−257	8,493	$2,893,904
GEV	GE Vernova Inc.	−246	735	$863,522
CAT	Caterpillar Inc	−113	726	$773,117
AAPL	Apple Inc.	−99	26,291	$7,607,563
AMD	Advanced Micro Devices Inc	−22	2,801	$1,627,128
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
RKLB	Rocket Lab Corp	4,971	$505,302
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $163,427,639 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LOW	Lowes Companies Inc Consumer Cyclical	Added	301,682	+3	$66,517,864	−6.7%	40.70%
AAPL	Apple Inc. Technology	Reduced	26,291	-99	$7,607,563	+13.6%	4.66%
AVGO	Broadcom Inc. Technology	Added	18,009	+6	$6,802,899	+22.1%	4.16%
ETN	Eaton Corp plc Industrials	Added	11,763	+160	$5,012,449	+20.8%	3.07%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,123	+99	$4,622,881	+12.1%	2.83%
MPC	Marathon Petroleum Corp Energy	Reduced	17,530	-340	$4,481,895	+2.7%	2.74%
JCI	Johnson Controls International plc Industrials	Reduced	27,047	-719	$3,951,837	+8.7%	2.42%
MSFT	Microsoft Corp Technology	Added	10,037	+794	$3,744,001	+9.4%	2.29%
UNP	Union Pacific Corp Industrials	Added	11,786	+49	$3,205,792	+12.6%	1.96%
GOOGL	Alphabet Inc. Communication Services	Added	8,868	+225	$3,169,157	+27.5%	1.94%
CB	Chubb Ltd Financial Services	Reduced	8,493	-257	$2,893,904	+1.5%	1.77%
CVS	CVS HEALTH Corp Healthcare	Added	27,203	+428	$2,814,150	+46.3%	1.72%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,259	+346	$2,683,470	+18.1%	1.64%
CME	Cme Group Inc. Financial Services	Added	10,923	+167	$2,412,126	−24.1%	1.48%
SO	Southern Co Utilities	Reduced	24,876	-3,450	$2,380,881	−12.9%	1.46%
V	Visa Inc. Financial Services	Added	6,698	+155	$2,298,016	+16.2%	1.41%
CMI	Cummins Inc Industrials	Added	3,036	+14	$2,165,305	+33.2%	1.32%
AFL	Aflac Inc Financial Services	Held	18,340	0	$2,150,365	+6.9%	1.32%
ABBV	AbbVie Inc. Healthcare	Added	8,194	+195	$2,061,938	+18.5%	1.26%
JNJ	Johnson & Johnson Healthcare	Added	7,630	+63	$1,937,791	+4.8%	1.19%
VZ	Verizon Communications Inc Communication Services	Reduced	45,516	-2,955	$1,927,147	−20.8%	1.18%
ADI	Analog Devices Inc Technology	Reduced	4,473	-389	$1,776,541	+14.9%	1.09%
MSI	Motorola Solutions, Inc. Technology	Reduced	4,257	-386	$1,767,889	−12.3%	1.08%
NVDA	Nvidia Corp Technology	Added	8,384	+88	$1,677,554	+15.9%	1.03%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,656	-2,893	$1,642,078	−33.9%	1.00%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,801	-22	$1,627,128	+183.3%	1.00%
WMT	Walmart Inc. Consumer Defensive	Added	14,009	+153	$1,586,659	−7.9%	0.97%
LMT	Lockheed Martin Corp Industrials	Added	2,879	+538	$1,466,735	+3.7%	0.90%
UNH	Unitedhealth Group Inc Healthcare	Added	2,896	+636	$1,203,664	+96.8%	0.74%
UPS	United Parcel Service Inc Industrials	Reduced	11,148	-1,315	$1,198,410	−2.3%	0.73%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	4,036	0	$1,183,274	+0.9%	0.72%
PANW	Palo Alto Networks Inc Technology	Added	3,405	+147	$1,161,173	+122.3%	0.71%
MA	Mastercard Inc Financial Services	Reduced	2,049	-830	$1,052,366	−26.8%	0.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,098	+55	$1,049,818	−56.5%	0.64%
TT	Trane Technologies plc Industrials	Added	2,128	+13	$1,045,188	+18.6%	0.64%
RTX	RTX Corp Industrials	Added	4,817	+106	$913,929	+0.6%	0.56%
GEV	GE Vernova Inc. Industrials	Reduced	735	-246	$863,522	+0.8%	0.53%
CAT	Caterpillar Inc Industrials	Reduced	726	-113	$773,117	+30.1%	0.47%
META	Meta Platforms, Inc. Communication Services	Added	1,355	+31	$763,257	+0.8%	0.47%
VRT	Vertiv Holdings Co Industrials	Reduced	2,221	-890	$743,635	−4.6%	0.46%
ABT	Abbott Laboratories Healthcare	Added	8,032	+509	$728,823	−5.6%	0.45%
CDNS	Cadence Design Systems Inc Technology	Added	1,827	+215	$685,709	+53.1%	0.42%
NXPI	NXP Semiconductors N.V. Technology	Added	2,150	+68	$604,214	+47.4%	0.37%
CHKP	Check Point Software Technologies Ltd Technology	Added	4,194	+896	$551,217	+17.0%	0.34%
RKLB	Rocket Lab Corp Industrials	NEW	4,971	NEW	$505,302	NEW	0.31%
SNPS	Synopsys Inc Technology	Added	1,130	+253	$504,059	+45.0%	0.31%
FANG	Diamondback Energy, Inc. Energy	Reduced	2,372	-466	$416,950	−25.7%	0.26%
ANET	Arista Networks, Inc. Technology	Added	2,423	+51	$411,619	+41.3%	0.25%
SPGI	S&P Global Inc. Financial Services	Added	1,054	+157	$406,104	+6.4%	0.25%
PLTR	Palantir Technologies Inc. Technology	Added	2,368	+558	$276,274	+4.3%	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.