Wealth Intelligence, LLC holds a focused book of 59 stocks worth $215.3M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-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.
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
Other tracked managers holding the same core names as Wealth Intelligence, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 59 / 59 | $131.4B |
| UBS Group AG | 59 / 59 | $119.8B |
| OSAIC HOLDINGS, INC. | 59 / 59 | $11.0B |
| MORGAN STANLEY | 58 / 59 | $466.4B |
| WELLS FARGO & COMPANY/MN | 58 / 59 | $118.6B |
| RAYMOND JAMES FINANCIAL INC | 58 / 59 | $78.5B |
| LPL Financial LLC | 58 / 59 | $44.3B |
| ENVESTNET ASSET MANAGEMENT INC | 58 / 59 | $39.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Wealth Intelligence, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.