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Portfolio (Quarterly) Guide ↗

Wealth Intelligence, LLC

· CIK 0002112078
13F Portfolio $202M AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LOW LOWES COS INC Consumer Cyclical 301,676.0 $72.8M 36.10% NEW $241.16 -10.0%
2 FTRB FEDERATED HERMES TTL RTNBND ETF 661,005.0 $16.8M 8.33% NEW $25.39 -1.1%
3 PFXF VANECK PREFERRED SECURT EX FNCL ETF 623,238.0 $11.0M 5.46% NEW $17.66 +5.3%
4 AAPL APPLE INC Technology 27,488.0 $7.5M 3.71% NEW $271.86 +14.3%
5 GSY INVSC ULTRA SHORT DURATION ETF 122,644.0 $6.2M 3.06% NEW $50.25 -0.2%
6 AVGO BROADCOM INC Technology 17,711.0 $6.1M 3.04% NEW $346.10 +21.9%
7 JPM JPMORGAN CHASE & CO Financial Services 14,159.0 $4.6M 2.26% NEW $322.22 -7.1%
8 MSFT MICROSOFT CORP Technology 8,320.0 $4.0M 2.00% NEW $483.62 -14.7%
9 JCI JOHNSON CONTROLS INT F Industrials 27,671.0 $3.3M 1.64% NEW $119.75 +15.4%
10 GOOGL ALPHABET INC CLASS CLASS A Communication Services 10,337.0 $3.2M 1.61% NEW $312.99 +24.2%
11 CME CME GROUP INC CLASS CLASS A Financial Services 10,715.0 $2.9M 1.45% NEW $273.08 +2.2%
12 MPC MARATHON PETE CORP Energy 17,986.0 $2.9M 1.45% NEW $162.63 +51.9%
13 CB CHUBB LTD F Financial Services 9,124.0 $2.8M 1.41% NEW $312.12 +2.7%
14 AMZN AMAZON.COM INC Consumer Cyclical 12,303.0 $2.8M 1.41% NEW $230.82 +17.8%
15 ETN EATON CORP PLC F Industrials 8,603.0 $2.7M 1.36% NEW $318.51 +27.6%
16 UNP UNION PAC CORP Industrials 11,712.0 $2.7M 1.34% NEW $231.32 +20.8%
17 HD HOME DEPOT INC Consumer Cyclical 7,822.0 $2.7M 1.34% NEW $344.10 -7.6%
18 AFL AFLAC INC Financial Services 22,747.0 $2.5M 1.25% NEW $110.27 +4.2%
19 SMIG BAHL & GAYNR SML MD CP GW ETF 79,570.0 $2.3M 1.14% NEW $28.80 +10.9%
20 V VISA INC CLASS CLASS A Financial Services 6,459.0 $2.3M 1.12% NEW $350.71 -6.6%
Page 1 of 3  ·  55 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 49.7%
Technology 15.9%
Financial Services 11.1%
Industrials 8.8%
Communication Services 4.6%
Healthcare 3.6%
Energy 2.3%
Utilities 2.0%
Consumer Defensive 1.2%
Basic Materials 0.6%