Wealth Intelligence, LLC

CIK

2112078

Location

COLUMBUS, GA

Portfolio Value

Micro $1,172,417

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,714 / 8,586 ▲ 128

Top Industry

Home Improvement Retail 46.4%

3Y Alpha vs SPY

-53.2%

Period ended 3 months ago

Filed Apr 15, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-5.6%

SPY

+11.2%

Annualised alpha

-53.2%

Max drawdown

−12.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

44.8%

−0.8 pts

Top 5

57.9%

−1.6 pts

Top 10

68.7%

−0.3 pts

HHI

2,111

Moderately concentrated−71

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	47.8%	$76,036,354	3
Technology	15.1%	$24,028,870	14
Industrials	11.9%	$18,920,934	11
Financial Services	10.7%	$16,941,704	8
Healthcare	4.3%	$6,896,278	5
Communication Services	3.6%	$5,676,125	3
Energy	3.1%	$4,924,824	2
Utilities	1.7%	$2,734,025	1
Consumer Defensive	1.1%	$1,722,023	1
Basic Materials	0.7%	$1,172,417	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
SO	Southern Co	+3,182	28,326	$2,734,025
ETN	Eaton Corp plc	+3,000	11,603	$4,150,045
NVDA	Nvidia Corp	+2,533	8,296	$1,446,822
ABBV	AbbVie Inc.	+1,097	7,999	$1,739,702
MSFT	Microsoft Corp	+923	9,243	$3,421,481
BRK-B	Berkshire Hathaway Inc	+882	2,041	$978,047
CVS	CVS HEALTH Corp	+791	26,775	$1,922,980
VZ	Verizon Communications Inc	+671	48,471	$2,433,244
MSI	Motorola Solutions, Inc.	+401	4,643	$2,014,922
CDNS	Cadence Design Systems Inc	+355	1,612	$447,926
AVGO	Broadcom Inc.	+292	18,003	$5,572,108
SNPS	Synopsys Inc	+142	877	$347,712
JCI	Johnson Controls International plc	+95	27,766	$3,635,957
TT	Trane Technologies plc	+92	2,115	$881,405
MA	Mastercard Inc	+92	2,879	$1,438,521
V	Visa Inc.	+84	6,543	$1,977,556
META	Meta Platforms, Inc.	+55	1,324	$757,500
SPGI	S&P Global Inc.	+48	897	$381,529
CME	Cme Group Inc.	+41	10,756	$3,176,784
UNP	Union Pacific Corp	+25	11,737	$2,847,630
LOW	Lowes Companies Inc	+3	301,679	$71,280,714
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
UPS	United Parcel Service Inc	−6,663	12,463	$1,226,109
AFL	Aflac Inc	−4,407	18,340	$2,012,081
WMT	Walmart Inc.	−3,858	13,856	$1,722,023
FANG	Diamondback Energy, Inc.	−2,417	2,838	$561,328
GOOGL	Alphabet Inc.	−1,694	8,643	$2,485,381
ADI	Analog Devices Inc	−1,429	4,862	$1,546,796
AMZN	Amazon Com Inc	−1,390	10,913	$2,272,850
PLTR	Palantir Technologies Inc.	−1,361	1,810	$264,766
AMD	Advanced Micro Devices Inc	−1,281	2,823	$574,282
AAPL	Apple Inc.	−1,098	26,390	$6,697,518
CMI	Cummins Inc	−656	3,022	$1,625,896
GEV	GE Vernova Inc.	−465	981	$856,314
CAT	Caterpillar Inc	−393	839	$594,397
NXPI	NXP Semiconductors N.V.	−389	2,082	$409,862
CB	Chubb Ltd	−374	8,750	$2,851,887
HD	Home Depot, Inc.	−273	7,549	$2,482,790
JPM	Jpmorgan Chase & Co	−135	14,024	$4,125,299
MPC	Marathon Petroleum Corp	−116	17,870	$4,363,496
JNJ	Johnson & Johnson	−94	7,567	$1,849,677
APD	Air Products & Chemicals, Inc.	−37	4,036	$1,172,417
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
LMT	Lockheed Martin Corp	2,341	$1,414,876
RTX	RTX Corp	4,711	$908,751
VRT	Vertiv Holdings Co	3,111	$779,554
ABT	Abbott Laboratories	7,523	$772,386
UNH	Unitedhealth Group Inc	2,260	$611,533
PANW	Palo Alto Networks Inc	3,258	$522,322
CHKP	Check Point Software Technologies Ltd	3,298	$471,119
ANET	Arista Networks, Inc.	2,372	$291,234
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CMCSA	Comcast Corp	45,692	$1,279,974
ALL	Allstate Corp	2,737	$569,706
CSCO	Cisco Systems, Inc.	7,321	$563,936
STE	STERIS plc	2,118	$536,955
PHM	Pultegroup Inc/Mi/	3,513	$411,934
TJX	Tjx Companies Inc /De/	2,639	$405,376
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $1,172,417 total · Basic Materials only · as of Mar 31, 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	History
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	4,036	-37	$1,172,417	+16.5%	100.00%