Wealth Intelligence, LLC - Portfolio Stock Holdings

Wealth Intelligence, LLC disclosed 59 stock positions in a recent SEC 13F filing. $215,278,430 of stock holdings were filed, with the largest holdings including LOW, FTCB, and PFXF. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $247,495,975 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.