Wealth Intelligence, LLC holds a focused book of 59 stocks worth $215.3M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Rocket Lab Corp and trimmed FT Core Investment Grade ETF. Their largest long position is Lowe's Cos Inc at 31% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2112078/holdings"
Use Arkolith to show Wealth Intelligence, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lowes Cos Inc COM | $66.5M | 301.7K | 30.9% | ▲~0% Added · +3 sh | |
| 2 | First TR Exchange-Traded FD CORE INVESTMENT | $18.7M | 895.0K | 8.7% | ▼−5.0% Reduced · −47K sh | |
| 3 | Vaneck ETF Trust PREFERRED SECURT | $9.8M | 546.8K | 4.5% | ▲+0.5% Added · +3K sh | |
| 4 | Invesco Actively Managed Exc ULTRA SHRT DUR | $9.4M | 188.3K | 4.4% | ▲+36% Added · +50K sh | |
| 5 | Apple Inc COM | $7.6M | 26.3K | 3.5% | ▼−0.4% Reduced · −99 sh | |
| 6 | Broadcom Inc COM | $6.8M | 18.0K | 3.2% | ▲~0% Added · +6 sh | |
| 7 | ETF Ser Solutions AAM SAWGRASS US | $6.0M | 229.9K | 2.8% | ▲+1.7% Added · +4K sh | |
| 8 | Eaton Corp PLC SHS | $5.0M | 11.8K | 2.3% | ▲+1.4% Added · +160 sh | |
| 9 | JPMorgan Chase & Co COM | $4.6M | 14.1K | 2.1% | ▲+0.7% Added · +99 sh | |
| 10 | Marathon Pete Corp COM | $4.5M | 17.5K | 2.1% | ▼−1.9% Reduced · −340 sh | |
| 11 | Johnson Controls Internation SHS | $4.0M | 27.0K | 1.8% | ▼−2.6% Reduced · −719 sh | |
| 12 | Microsoft Corp COM | $3.7M | 10.0K | 1.7% | ▲+8.6% Added · +794 sh | |
| 13 | Union Pac Corp COM | $3.2M | 11.8K | 1.5% | ▲+0.4% Added · +49 sh | |
| 14 | Alphabet Inc CAP STK CL A | $3.2M | 8.9K | 1.5% | ▲+2.6% Added · +225 sh | |
| 15 | Chubb Limited COM | $2.9M | 8.5K | 1.3% | ▼−2.9% Reduced · −257 sh | |
| 16 | CVS Health Corp COM | $2.8M | 27.2K | 1.3% | ▲+1.6% Added · +428 sh | |
| 17 | Amazon Com Inc COM | $2.7M | 11.3K | 1.2% | ▲+3.2% Added · +346 sh | |
| 18 | Invesco Actively Managed Exc MSCI EAFE IN ETF | $2.5M | 45.2K | 1.2% | ▲+4.0% Added · +2K sh | |
| 19 | Cme Group Inc COM | $2.4M | 10.9K | 1.1% | ▲+1.6% Added · +167 sh | |
| 20 | Southern Co COM | $2.4M | 24.9K | 1.1% | ▼−12% Reduced · −3K sh | |
| 21 | Visa Inc COM CL A | $2.3M | 6.7K | 1.1% | ▲+2.4% Added · +155 sh | |
| 22 | Cummins Inc COM | $2.2M | 3.0K | 1.0% | ▲+0.5% Added · +14 sh | |
| 23 | Aflac Inc COM | $2.2M | 18.3K | 1.0% | —Held | |
| 24 | Abbvie Inc COM | $2.1M | 8.2K | 1.0% | ▲+2.4% Added · +195 sh | |
| 25 | Johnson & Johnson COM | $1.9M | 7.6K | 0.9% | ▲+0.8% Added · +63 sh | |
| 26 | Verizon Communications Inc COM | $1.9M | 45.5K | 0.9% | ▼−6.1% Reduced · −3K sh | |
| 27 | Analog Devices Inc COM | $1.8M | 4.5K | 0.8% | ▼−8.0% Reduced · −389 sh | |
| 28 | Motorola Solutions Inc COM NEW | $1.8M | 4.3K | 0.8% | ▼−8.3% Reduced · −386 sh | |
| 29 | Nvidia Corporation COM | $1.7M | 8.4K | 0.8% | ▲+1.1% Added · +88 sh | |
| 30 | Home Depot Inc COM | $1.6M | 4.7K | 0.8% | ▼−38% Reduced · −3K sh | |
| 31 | Advanced Micro Devices Inc COM | $1.6M | 2.8K | 0.8% | ▼−0.8% Reduced · −22 sh | |
| 32 | Walmart Inc COM | $1.6M | 14.0K | 0.7% | ▲+1.1% Added · +153 sh | |
| 33 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.7% | —Held | |
| 34 | Lockheed Martin Corp COM | $1.5M | 2.9K | 0.7% | ▲+23% Added · +538 sh | |
| 35 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $1.5M | 65.4K | 0.7% | ▼−2.2% Reduced · −1K sh | |
| 36 | Vaneck ETF Trust URANI NUCLE ETF | $1.3M | 11.3K | 0.6% | ▲+0.9% Added · +105 sh | |
| 37 | Unitedhealth Group Inc COM | $1.2M | 2.9K | 0.6% | ▲+28% Added · +636 sh | |
| 38 | United Parcel Svcs Inc CL B | $1.2M | 11.1K | 0.6% | ▼−11% Reduced · −1K sh | |
| 39 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $1.2M | 15.8K | 0.6% | ▼−0.4% Reduced · −69 sh | |
| 40 | Air Products And Chemicals I COM | $1.2M | 4.0K | 0.5% | —Held | |
| 41 | Palo Alto Networks Inc COM | $1.2M | 3.4K | 0.5% | ▲+4.5% Added · +147 sh | |
| 42 | Mastercard Incorporated CL A | $1.1M | 2.0K | 0.5% | ▼−29% Reduced · −830 sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $1.0M | 2.1K | 0.5% | ▲+2.8% Added · +57 sh | |
| 44 | Trane Technologies PLC SHS | $1.0M | 2.1K | 0.5% | ▲+0.6% Added · +13 sh | |
| 45 | RTX Corporation COM | $914K | 4.8K | 0.4% | ▲+2.3% Added · +106 sh | |
| 46 | Ge Vernova Inc COM | $864K | 735 | 0.4% | ▼−25% Reduced · −246 sh | |
| 47 | Caterpillar Inc COM | $773K | 726 | 0.4% | ▼−13% Reduced · −113 sh | |
| 48 | Meta Platforms Inc CL A | $763K | 1.4K | 0.4% | ▲+2.3% Added · +31 sh | |
| 49 | Vertiv Holdings Co COM CL A | $744K | 2.2K | 0.3% | ▼−29% Reduced · −890 sh | |
| 50 | Abbott Laboratories COM | $729K | 8.0K | 0.3% | ▲+6.8% Added · +509 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.