Wealth Intelligence, LLC - Portfolio Stock Holdings
Wealth Intelligence, LLC disclosed 66 stock positions in a recent SEC 13F filing. $206,526,822 of stock holdings were filed, with the largest holdings including LOW, FTCB, and PFXF. This filing represented positions held on March 31, 2026, and was filed on April 15, 2026.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.
Report Period:
March 31, 2026No. of Stocks:
66Est. Stock Holding Value:
$206,526,822Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Wealth Intelligence, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...