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Portfolio (Quarterly) Guide ↗

Wealth Intelligence, LLC

· CIK 0002112078
13F Portfolio $208M AUM 58 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 20 Added 22 Reduced 8 Exited
Page 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 10,913.0 $2.3M 1.09% -1K -11.3% $208.27 +30.5%
22 MSI MOTOROLA SOLUTIONS INC Technology 4,643.0 $2.0M 0.97% +401.0 +9.4% $433.97 -5.8%
23 AFL AFLAC INC Financial Services 18,340.0 $2.0M 0.97% -4K -19.4% $109.71 +4.7%
24 V VISA INC Financial Services 6,543.0 $2.0M 0.95% +84.0 +1.3% $302.24 +8.4%
25 CVS CVS HEALTH CORP Healthcare 26,775.0 $1.9M 0.93% +791.0 +3.0% $71.82 +28.2%
26 JNJ JOHNSON & JOHNSON Healthcare 7,567.0 $1.8M 0.89% -94.0 -1.2% $244.44 -5.4%
27 ABBV ABBVIE INC Healthcare 7,999.0 $1.7M 0.84% +1K +15.9% $217.49 -0.9%
28 WMT WALMART INC Consumer Defensive 13,856.0 $1.7M 0.83% -4K -21.8% $124.28 -4.6%
29 CMI CUMMINS INC Industrials 3,022.0 $1.6M 0.78% -656.0 -17.8% $538.02 +24.1%
30 ADI ANALOG DEVICES INC Technology 4,862.0 $1.5M 0.74% -1K -22.7% $318.14 +31.0%
31 NLR VANECK ETF TRUST 11,223.0 $1.5M 0.72% +2K +26.0% $133.19 -0.4%
32 CGCP CAPITAL GRP FIXED INCM ETF T 66,881.0 $1.5M 0.72% +1K +1.8% $22.34 +0.0%
33 NVDA NVIDIA CORPORATION Technology 8,296.0 $1.4M 0.70% +3K +44.0% $174.40 +21.9%
34 MA MASTERCARD INCORPORATED Financial Services 2,879.0 $1.4M 0.69% +92.0 +3.3% $499.66 -0.8%
35 BERKSHIRE HATHAWAY INC DEL 2.0 $1.4M 0.69% $718140.00
36 LMT LOCKHEED MARTIN CORP Industrials 2,341.0 $1.4M 0.68% NEW $604.39 -12.0%
37 UPS UNITED PARCEL SVCS INC Industrials 12,463.0 $1.2M 0.59% -7K -34.8% $98.38 +6.2%
38 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,036.0 $1.2M 0.56% -37.0 -0.9% $290.49 -1.7%
39 SPLV INVESCO EXCH TRADED FD TR II 15,898.0 $1.2M 0.56% -4K -21.3% $73.14 +0.6%
40 BERKSHIRE HATHAWAY INC DEL 2,041.0 $978K 0.47% +882.0 +76.1% $479.20
Page 2 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 48.1%
Technology 15.2%
Industrials 11.4%
Financial Services 10.1%
Healthcare 4.4%
Communication Services 3.6%
Energy 3.1%
Utilities 2.3%
Consumer Defensive 1.1%
Basic Materials 0.7%