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Wealth Intelligence, LLC
Updated 3 days agoManaged by Wealth Intelligence, Llc • Latest filing Q3 2026
Portfolio value
$208.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $201.5M |
| Q1 2026 | $208M |
| Q2 2026 | $215.3M |
| Q3 2026 | $208.8M |
Top holdings
60 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $55.6M | 301.7K | 26.62% | — | |
| 2 | $17.8M | 903.4K | 8.54% | — | |
| 3 | $11.9M | 237.9K | 5.69% | — | |
| 4 | $9.3M | 531.6K | 4.46% | — | |
| 5 | $8.6M | 25.7K | 4.10% | — | |
| 6 | $6.5M | 16.4K | 3.10% | — | |
| 7 | $6.4M | 18.1K | 3.04% | — | |
| 8 | ? N/A ETF SER SOLUTIONS | $5.4M | 237.4K | 2.60% | — |
| 9 | $5.3M | 10.3K | 2.53% | — | |
| 10 | $5.2M | 12.0K | 2.48% | — | |
| 11 | $4.6M | 14.0K | 2.23% | — | |
| 12 | $4.1M | 27.3K | 1.95% | — | |
| 13 | $3.3M | 12.6K | 1.58% | — | |
| 14 | $3.1M | 11.4K | 1.49% | — | |
| 15 | $3M | 8.9K | 1.46% | — | |
| 16 | $2.9M | 11.5K | 1.37% | — | |
| 17 | $2.8M | 8.5K | 1.33% | — | |
| 18 | ? N/A INVESCO ACTIVELY MANAGED EXC | $2.7M | 49.4K | 1.30% | — |
| 19 | $2.4M | 6.8K | 1.17% | — | |
| 20 | $2.2M | 8.3K | 1.04% | — |