Wealth Intelligence, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported owning 60 separate positions with a total value of approximately $2.09 billion.
The filing lists a diverse portfolio of common stock holdings, with the largest position being Lowe’s Companies, Inc., which accounts for 14.4% of the total portfolio value at $301.7 million. Other significant holdings include First Trust Exchange-Traded Fund Core Investment (approximately $903.4 million) and Eaton Corp. PLC (approximately $1.2 billion). The portfolio also includes substantial stakes in major technology and industrial companies, such as Microsoft, JPMorgan Chase & Co., and United Parcel Service Inc.
The filing identifies Desaree Tatum as the authorized signer responsible for the report, with a business address in Columbus, Georgia.
