StockDriftsStockDriftsTop 50 Wealth Intelligence LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | 26.62% | 301.7K | $55.6M | +0.00%(+4) | $246.23(-20.43%) | 2026-09-30 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 8.54% | 903.4K | $17.8M | +0.93%(+8.34K) | $21.09(-5.44%) | 2026-09-30 | |
| GSY | INVESCO ACTIVELY MANAGED EXC | 5.69% | 237.9K | $11.9M | +26.32%(+49.57K) | $50.17(-0.54%) | 2026-09-30 | |
| PFXF | VANECK ETF TRUST | 4.46% | 531.6K | $9.3M | -2.77%(-15.14K) | $17.71(-4.15%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.1% | 25.7K | $8.6M | -2.18%(-572) | $263.24(+30.27%) | 2026-09-30 | |
| MPC | MARATHON PETE CORP | 3.1% | 16.4K | $6.5M | -6.57%(-1.15K) | $177.69(+166.59%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.04% | 18.1K | $6.4M | +0.45%(+81) | $344.74(-2.94%) | 2026-09-30 | |
| SAWS | ETF SER SOLUTIONS | 2.6% | 237.4K | $5.4M | +3.27%(+7.53K) | $21.31(+4.65%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.53% | 10.3K | $5.3M | +2.65%(+266) | $482.28(+10.62%) | 2026-09-30 | |
| ETN | EATON CORP PLC | 2.48% | 12.0K | $5.2M | +2.41%(+284) | $346.75(+12.91%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -6.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.39% |
Wealth Intelligence LLC reports $208.84M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are LOW (26.6%), FTCB (8.5%) and GSY (5.7%). The top 20 holdings account for 78.08% of reported assets. Its disclosed equity book has returned -6.27% cumulatively over 3 quarters. Figures reflect the Q3 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