Wealth Intelligence, LLC - Portfolio overview

Wealth Intelligence, LLC has 58 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. LOW - LOWES COS INC, 34.28%
2. FTCB - FIRST TR EXCHANGE-TRADED FD, 9.50%
3. PFXF - VANECK ETF TRUST, 4.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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