Wealth Intelligence, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Columbus, GA
CIK
0002112078
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
58
207,953
LOW, FTCB, PFXF, GSY
13F-HR
4/15/2026
000211207826000002
Q4 2025
55
201,512
LOW, FTRB, PFXF, AAPL
13F-HR
2/18/2026
000211207826000001