Investor
Wealth Intelligence, LLC
CIK 0002112078 · filed 2026-02-18 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Lowes Cos Inc | — | 301.7K | $72.8M | 36.1% | — | Held |
| Federated Hermes Etf Trust | — | 661K | $16.8M | 8.3% | — | Held |
| Vaneck Etf Trust | — | 623.2K | $11M | 5.5% | — | Held |
| Apple Inc. | AAPL | 27.5K | $7.47M | 3.7% | — | Held |
| Invesco Actively Managed Exc | — | 122.6K | $6.16M | 3.1% | — | Held |
| Broadcom Inc. | AVGO | 17.7K | $6.13M | 3.0% | — | Held |
| Jpmorgan Chase & Co. | — | 14.2K | $4.56M | 2.3% | — | Held |
| Microsoft Corp | MSFT | 8.32K | $4.02M | 2.0% | — | Held |
| Johnson Ctls Intl Plc | — | 27.7K | $3.31M | 1.6% | — | Held |
| Alphabet Inc | — | 10.3K | $3.24M | 1.6% | — | Held |
| Cme Group Inc. | CME | 10.7K | $2.93M | 1.5% | — | Held |
| Marathon Pete Corp | — | 18K | $2.93M | 1.5% | — | Held |
| Chubb Limited | — | 9.12K | $2.85M | 1.4% | — | Held |
| Amazon Com Inc | AMZN | 12.3K | $2.84M | 1.4% | — | Held |
| Eaton Corp Plc | ETN | 8.6K | $2.74M | 1.4% | — | Held |
| Union Pac Corp | — | 11.7K | $2.71M | 1.3% | — | Held |
| Home Depot, Inc. | HD | 7.82K | $2.69M | 1.3% | — | Held |
| Aflac Inc | AFL | 22.7K | $2.51M | 1.2% | — | Held |
| Etf Ser Solutions | — | 79.6K | $2.29M | 1.1% | — | Held |
| Visa Inc. | V | 6.46K | $2.27M | 1.1% | — | Held |
| Southern Co | — | 25.1K | $2.19M | 1.1% | — | Held |
| Cvs Health Corp | CVS | 26K | $2.06M | 1.0% | — | Held |
| Walmart Inc. | WMT | 17.7K | $1.97M | 1.0% | — | Held |
| Verizon Communications Inc | VZ | 47.8K | $1.95M | 1.0% | — | Held |
| United Parcel Service Inc | UPS | 19.1K | $1.9M | 0.9% | — | Held |
| Cummins Inc | CMI | 3.68K | $1.88M | 0.9% | — | Held |
| Analog Devices Inc | ADI | 6.29K | $1.71M | 0.8% | — | Held |
| Motorola Solutions, Inc. | MSI | 4.24K | $1.63M | 0.8% | — | Held |
| Mastercard Inc | MA | 2.79K | $1.59M | 0.8% | — | Held |
| Johnson & Johnson | JNJ | 7.66K | $1.59M | 0.8% | — | Held |
| AbbVie Inc. | ABBV | 6.9K | $1.58M | 0.8% | — | Held |
| Berkshire Hathaway Inc Del | — | 2 | $1.51M | 0.7% | — | Held |
| Capital Grp Fixed Incm Etf T | — | 65.7K | $1.49M | 0.7% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 20.2K | $1.44M | 0.7% | — | Held |
| Comcast Corp New | — | 45.7K | $1.37M | 0.7% | — | Held |
| Vaneck Etf Trust | — | 8.91K | $1.11M | 0.5% | — | Held |
| Nvidia Corp | NVDA | 5.76K | $1.07M | 0.5% | — | Held |
| Air Prods & Chems Inc | — | 4.07K | $1.01M | 0.5% | — | Held |
| GE Vernova Inc. | GEV | 1.45K | $945.1K | 0.5% | — | Held |
| Advanced Micro Devices Inc | AMD | 4.1K | $878.9K | 0.4% | — | Held |
| Meta Platforms, Inc. | META | 1.27K | $837.8K | 0.4% | — | Held |
| Diamondback Energy, Inc. | FANG | 5.25K | $790K | 0.4% | — | Held |
| Trane Technologies Plc | TT | 2.02K | $787.4K | 0.4% | — | Held |
| Caterpillar Inc | CAT | 1.23K | $705.8K | 0.4% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.16K | $582.6K | 0.3% | — | Held |
| Allstate Corp | — | 2.74K | $569.7K | 0.3% | — | Held |
| Cisco Sys Inc | — | 7.32K | $563.9K | 0.3% | — | Held |
| Palantir Technologies Inc. | PLTR | 3.17K | $563.6K | 0.3% | — | Held |
| STERIS plc | STE | 2.12K | $537K | 0.3% | — | Held |
| NXP Semiconductors N.V. | NXPI | 2.47K | $536.4K | 0.3% | — | Held |
| S&P Global Inc. | SPGI | 849 | $443.7K | 0.2% | — | Held |
| Pulte Group Inc | — | 3.51K | $411.9K | 0.2% | — | Held |
| Tjx Cos Inc New | — | 2.64K | $405.4K | 0.2% | — | Held |
| Cadence Design System Inc | — | 1.26K | $392.9K | 0.2% | — | Held |
| Synopsys Inc | SNPS | 735 | $345.2K | 0.2% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.