Investor
Wealth Intelligence, LLC
CIK 0002112078 · filed 2026-04-15 · SEC filing
13F book
$208M
Positions
58
11 new · 8 sold
Largest name
34.3%
Lowes Cos Inc
Est. mark
−$937.4K
Price effect on 47 names still held. Flow $7.38M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Lowes Cos Inc | — | 301.7K | $71.3M | 34.3% | −$1.47M | Added−$1.47M |
| First Tr Exchange-Traded Fd | — | 942.2K | $19.7M | 9.5% | — | New |
| Vaneck Etf Trust | — | 544K | $9.54M | 4.6% | −$65.3K | Cut−$1.46M |
| Invesco Actively Managed Exc | — | 138.2K | $6.93M | 3.3% | −$15.9K | Added$763.2K |
| Apple Inc. | AAPL | 26.4K | $6.7M | 3.2% | −$476.8K | Cut−$775.3K |
| Broadcom Inc. | AVGO | 18K | $5.57M | 2.7% | −$648K | Added−$557.7K |
| Etf Ser Solutions | — | 226K | $4.8M | 2.3% | — | New |
| Marathon Pete Corp | — | 17.9K | $4.36M | 2.1% | $1.46M | Cut$1.44M |
| Eaton Corp Plc | ETN | 11.6K | $4.15M | 2.0% | $336.9K | Added$1.41M |
| Jpmorgan Chase & Co. | — | 14K | $4.13M | 2.0% | −$393.5K | Cut−$437K |
| Johnson Ctls Intl Plc | — | 27.8K | $3.64M | 1.7% | $309.9K | Added$322.4K |
| Microsoft Corp | MSFT | 9.24K | $3.42M | 1.6% | −$943.9K | Added−$602.2K |
| Cme Group Inc. | CME | 10.8K | $3.18M | 1.5% | $238.6K | Added$250.7K |
| Chubb Limited | — | 8.75K | $2.85M | 1.4% | $120.8K | Cut$4.11K |
| Union Pac Corp | — | 11.7K | $2.85M | 1.4% | $132.3K | Added$138.4K |
| Southern Co | — | 28.3K | $2.73M | 1.3% | $234.3K | Added$541.5K |
| Alphabet Inc | — | 8.64K | $2.49M | 1.2% | −$219.7K | Cut−$749.9K |
| Home Depot, Inc. | HD | 7.55K | $2.48M | 1.2% | −$114.8K | Cut−$208.8K |
| Verizon Communications Inc | VZ | 48.5K | $2.43M | 1.2% | $452.7K | Added$486.4K |
| Invesco Actively Managed Exc | — | 43.5K | $2.29M | 1.1% | — | New |
| Amazon Com Inc | AMZN | 10.9K | $2.27M | 1.1% | −$246.1K | Cut−$566.9K |
| Motorola Solutions, Inc. | MSI | 4.64K | $2.01M | 1.0% | $214.9K | Added$388.9K |
| Aflac Inc | AFL | 18.3K | $2.01M | 1.0% | −$10.3K | Cut−$496.2K |
| Visa Inc. | V | 6.54K | $1.98M | 1.0% | −$313.1K | Added−$287.7K |
| Cvs Health Corp | CVS | 26.8K | $1.92M | 0.9% | −$195.9K | Added−$139.1K |
| Johnson & Johnson | JNJ | 7.57K | $1.85M | 0.9% | $283.7K | Cut$264.2K |
| AbbVie Inc. | ABBV | 8K | $1.74M | 0.8% | −$75.9K | Added$162.7K |
| Walmart Inc. | WMT | 13.9K | $1.72M | 0.8% | $178.3K | Cut−$251.5K |
| Cummins Inc | CMI | 3.02K | $1.63M | 0.8% | $83.3K | Cut−$251.5K |
| Analog Devices Inc | ADI | 4.86K | $1.55M | 0.7% | $228.2K | Cut−$159.3K |
| Vaneck Etf Trust | — | 11.2K | $1.49M | 0.7% | $80.1K | Added$388.4K |
| Capital Grp Fixed Incm Etf T | — | 66.9K | $1.49M | 0.7% | −$19.7K | Added$6.81K |
| Nvidia Corp | NVDA | 8.3K | $1.45M | 0.7% | −$69.7K | Added$372K |
| Mastercard Inc | MA | 2.88K | $1.44M | 0.7% | −$198.5K | Added−$152.5K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 0.7% | −$73.3K | Held |
| Lockheed Martin Corp | LMT | 2.34K | $1.41M | 0.7% | — | New |
| United Parcel Service Inc | UPS | 12.5K | $1.23M | 0.6% | −$10.1K | Cut−$671K |
| Air Prods & Chems Inc | — | 4.04K | $1.17M | 0.6% | $175.4K | Cut$166.3K |
| Invesco Exch Traded Fd Tr Ii | — | 15.9K | $1.16M | 0.6% | $27.3K | Cut−$280K |
| Berkshire Hathaway Inc Del | — | 2.04K | $978K | 0.5% | −$27.2K | Added$395.5K |
| RTX Corp | RTX | 4.71K | $908.8K | 0.4% | — | New |
| Trane Technologies Plc | TT | 2.12K | $881.4K | 0.4% | $55.7K | Added$94.1K |
| GE Vernova Inc. | GEV | 981 | $856.3K | 0.4% | $215.2K | Cut−$88.7K |
| Vertiv Holdings Co | VRT | 3.11K | $779.6K | 0.4% | — | New |
| Abbott Labs | ABT | 7.52K | $772.4K | 0.4% | — | New |
| Meta Platforms, Inc. | META | 1.32K | $757.7K | 0.4% | −$111.6K | Added−$80.1K |
| Unitedhealth Group Inc | UNH | 2.26K | $611.5K | 0.3% | — | New |
| Caterpillar Inc | CAT | 839 | $594.4K | 0.3% | $113.8K | Cut−$111.4K |
| Advanced Micro Devices Inc | AMD | 2.82K | $574.3K | 0.3% | −$30.3K | Cut−$304.6K |
| Diamondback Energy, Inc. | FANG | 2.84K | $561.3K | 0.3% | $134.7K | Cut−$228.7K |
| Palo Alto Networks Inc | PANW | 3.26K | $522.3K | 0.3% | — | New |
| Check Point Software Tech Lt | — | 3.3K | $471.1K | 0.2% | — | New |
| Cadence Design System Inc | — | 1.61K | $447.9K | 0.2% | −$43.6K | Added$55K |
| NXP Semiconductors N.V. | NXPI | 2.08K | $409.9K | 0.2% | −$42.1K | Cut−$126.5K |
| S&P Global Inc. | SPGI | 897 | $381.5K | 0.2% | −$82.6K | Added−$62.1K |
| Synopsys Inc | SNPS | 877 | $347.7K | 0.2% | −$53.8K | Added$2.47K |
| Arista Networks, Inc. | ANET | 2.37K | $291.2K | 0.1% | — | New |
| Palantir Technologies Inc. | PLTR | 1.81K | $264.8K | 0.1% | −$57K | Cut−$298.9K |
Positions as of Q1 2026. 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.