StockDriftsStockDriftsTop 50 Wealth Intelligence, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | 30.9% | 301.7K | $66.5M | +0.00%(+3) | $246.23(-12.61%) | 2026-06-30 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 8.67% | 895.0K | $18.7M | -5.00%(-47.14K) | $21.09(-2.18%) | 2026-06-30 | |
| PFXF | VANECK ETF TRUST | 4.53% | 546.8K | $9.8M | +0.51%(+2.75K) | $17.71(+2.49%) | 2026-06-30 | |
| GSY | INVESCO ACTIVELY MANAGED EXC | 4.39% | 188.3K | $9.4M | +36.30%(+50.16K) | $50.20(+0.05%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.53% | 26.3K | $7.6M | -0.38%(-99) | $263.24(+16.01%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.16% | 18.0K | $6.8M | +0.03%(+6) | $344.65(+14.25%) | 2026-06-30 | |
| SAWS | ETF SER SOLUTIONS | 2.78% | 229.9K | $6.0M | +1.70%(+3.85K) | $21.21(+15.30%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 2.33% | 11.8K | $5.0M | +1.38%(+160) | $344.79(+32.68%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.15% | 14.1K | $4.6M | +0.71%(+99) | $318.73(+14.43%) | 2026-06-30 | |
| MPC | MARATHON PETE CORP | 2.08% | 17.5K | $4.5M | -1.90%(-340) | $177.69(+100.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -1.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.72% |
Wealth Intelligence, LLC reports $215.28M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are LOW (30.9%), FTCB (8.7%) and PFXF (4.5%). The top 20 holdings account for 78.36% of reported assets. Its disclosed equity book has returned -1.17% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Intelligence, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2112078). View Wealth Intelligence, LLC’s 13F filings on SEC