Managed by Wealth Intelligence, Llc • Latest filing Q2 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | ? N/A — | $18.7M | 895.0K | 0.00% | — |
| 6 | F FHI — | $16.8M | 661.0K | 0.00% | — |
| 7 | V VAVX — | $11M | 623.2K | 0.00% | — |
| 8 | ? N/A — | $9.8M | 546.8K | 0.00% | — |
| 9 | V VAVX — | $9.5M | 544.0K | 0.00% | — |
| 10 | ? N/A — | $9.4M | 188.3K | 0.00% | — |
| 11 | A AAPL — | $7.6M | 26.3K | 0.00% | — |
| 12 | A AAPL — | $7.5M | 27.5K | 0.00% | — |
| 13 | Q QQQ — | $6.9M | 138.2K | 0.00% | — |
| 14 | A AVGO — | $6.8M | 18.0K | 0.00% | — |
| 15 | A AAPL — | $6.7M | 26.4K | 0.00% | — |
| 16 | Q QQQ — | $6.2M | 122.6K | 0.00% | — |
| 17 | A AVGO — | $6.1M | 17.7K | 0.00% | — |
| 18 | ? N/A — | $6M | 229.9K | 0.00% | — |
| 19 | A AVGO — | $5.6M | 18.0K | 0.00% | — |
| 20 | E ETN — | $5M | 11.8K | 0.00% | — |