Wealth Intelligence, LLC: 13F holdings
CIK 21120782026Q2
| Positions | 59 |
|---|---|
| Reported value | $215.3m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| LOW LOWES COS INC | 301,682 | $66.5m | 30.9% |
| FIRST TR EXCHANGE-TRADED FD | 895,036 | $18.7m | 8.7% |
| PFXF VANECK ETF TRUST | 546,751 | $9.8m | 4.5% |
| GSY INVESCO ACTIVELY MANAGED EXC | 188,347 | $9.4m | 4.4% |
| AAPL APPLE INC | 26,291 | $7.6m | 3.5% |
| AVGO BROADCOM INC | 18,009 | $6.8m | 3.2% |
| ETF SER SOLUTIONS | 229,882 | $6.0m | 2.8% |
| EATON CORP PLC | 11,763 | $5.0m | 2.3% |
| JPM JPMORGAN CHASE & CO | 14,123 | $4.6m | 2.1% |
| MPC MARATHON PETE CORP | 17,530 | $4.5m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2112078")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.