Wealth Intelligence, LLC

Q2 2026 13F-HR Holdings

Location
Columbus, GA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$215,279
Net value change ($000)
+7,325 (3.5%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GSY 2,520 36.4%
AVGO 1,231 22.1%
SAWS 1,183 24.6%
AMD 1,053 183.4%
AAPL 909 13.6%
CVS 891 46.3%
ETN 862 20.8%
GOOGL 684 27.5%
PANW 639 122.4%
UNH 592 96.7%
Top Reduces (Value $000, Stocks/ETFs)
LOW -4,763 -6.7%
FTCB -1,082 -5.5%
HD -841 -33.9%
CME -765 -24.1%
VZ -506 -20.8%
MA -387 -26.9%
SO -353 -12.9%
MSI -247 -12.3%
NLR -181 -12.1%
FANG -144 -25.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type