Wealth Intelligence, LLC
All 13F Filings
- Location
- Columbus, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 215,279
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 59 | 215,279 | 13F-HR | Wealth Intelligence, LLC |
| Q1 2026 | 4/15/2026 | 58 | 207,954 | 13F-HR | Wealth Intelligence, LLC |
| Q4 2025 | 2/18/2026 | 55 | 201,512 | 13F-HR | Wealth Intelligence, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 183.6 K | 85.3% | 3.375 K | 0 | 3.375 K |
| ETFs | 31.67 K | 14.7% | 3.949 K | 0 | 3.949 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
215,279
Holdings
59
QoQ value change ($000)
7,325
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.