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Portfolio (Quarterly) Guide ↗

Wealth Intelligence, LLC

· CIK 0002112078
13F Portfolio $215M AUM 59 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 32 Added 17 Reduced
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 6,698.0 $2.3M 1.07% +155.0 +2.4% $343.09 +8.6%
22 CMI CUMMINS INC Industrials 3,036.0 $2.2M 1.01% $713.21 -22.7%
23 AFL AFLAC INC Financial Services 18,340.0 $2.2M 1.00% $117.25 -1.0%
24 ABBV ABBVIE INC Healthcare 8,194.0 $2.1M 0.96% +195.0 +2.4% $251.64 +3.3%
25 JNJ JOHNSON & JOHNSON Healthcare 7,630.0 $1.9M 0.90% +63.0 +0.8% $253.97 +6.8%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 45,516.0 $1.9M 0.90% -3K -6.1% $42.34 +18.8%
27 ADI ANALOG DEVICES INC Technology 4,473.0 $1.8M 0.82% -389.0 -8.0% $397.17 -10.7%
28 MSI MOTOROLA SOLUTIONS INC Technology 4,257.0 $1.8M 0.82% -386.0 -8.3% $415.29 +18.3%
29 NVDA NVIDIA CORPORATION Technology 8,384.0 $1.7M 0.78% +88.0 +1.1% $200.09 +8.7%
30 HD HOME DEPOT INC Consumer Cyclical 4,656.0 $1.6M 0.76% -3K -38.3% $352.68 -9.3%
31 AMD ADVANCED MICRO DEVICES INC Technology 2,801.0 $1.6M 0.76% -22.0 -0.8% $580.91 -20.9%
32 WMT WALMART INC Consumer Defensive 14,009.0 $1.6M 0.74% +153.0 +1.1% $113.26 -6.5%
33 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.70% $748850.00
34 LMT LOCKHEED MARTIN CORP Industrials 2,879.0 $1.5M 0.68% +538.0 +23.0% $509.46 +6.9%
35 CGCP CAPITAL GRP FIXED INCM ETF T 65,408.0 $1.5M 0.68% -1K -2.2% $22.29 -2.0%
36 NLR VANECK ETF TRUST 11,328.0 $1.3M 0.61% +105.0 +0.9% $115.98 -0.2%
37 UNH UNITEDHEALTH GROUP INC Healthcare 2,896.0 $1.2M 0.56% +636.0 +28.1% $415.63 -4.7%
38 UPS UNITED PARCEL SVCS INC Industrials 11,148.0 $1.2M 0.56% -1K -10.6% $107.50 -4.5%
39 SPLV INVESCO EXCH TRADED FD TR II 15,829.0 $1.2M 0.55% $74.90 -0.5%
40 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,036.0 $1.2M 0.55% $293.18 +4.1%
Page 2 of 3  ·  59 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 43.6%
Technology 18.0%
Industrials 12.9%
Financial Services 9.8%
Healthcare 5.4%
Communication Services 3.6%
Energy 3.0%
Utilities 2.0%
Consumer Defensive 1.0%
Basic Materials 0.7%