Wealth Intelligence, LLC Diversified Active

Location: Columbus, GA

CIK: 0002112078 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: Feb 18, 2026

Total Value: $202M (100.0% shares, 0.0% debt)

Holdings (55)

LOW LOWES COS INC 36.1%
Value $72.75M Shares 301,676 Est. Cost $239.83 Unrealized 0.0%
FTRB FEDERATED HERMES TTL RTNBND ETF 8.3%
Value $16.78M Shares 661,005 Est. Cost $25.39 Unrealized
PFXF VANECK PREFERRED SECURT EX FNCL ETF 5.5%
Value $11.01M Shares 623,238 Est. Cost $17.66 Unrealized
AAPL APPLE INC 3.7%
Value $7.473M Shares 27,488 Est. Cost $268.34 Unrealized 0.0%
GSY INVSC ULTRA SHORT DURATION ETF 3.1%
Value $6.163M Shares 122,644 Est. Cost $50.25 Unrealized
AVGO BROADCOM INC 3.0%
Value $6.13M Shares 17,711 Est. Cost $357.00 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 2.3%
Value $4.562M Shares 14,159 Est. Cost $309.53 Unrealized 0.0%
MSFT MICROSOFT CORP 2.0%
Value $4.024M Shares 8,320 Est. Cost $500.58 Unrealized 0.0%
JCI JOHNSON CONTROLS INT F 1.6%
Value $3.314M Shares 27,671 Est. Cost $114.81 Unrealized 0.0%
GOOGL ALPHABET INC CLASS CLASS A 1.6%
Value $3.235M Shares 10,337 Est. Cost $285.60 Unrealized 0.0%
CME CME GROUP INC CLASS CLASS A 1.5%
Value $2.926M Shares 10,715 Est. Cost $270.74 Unrealized 0.0%
MPC MARATHON PETE CORP 1.5%
Value $2.925M Shares 17,986 Est. Cost $186.40 Unrealized 0.0%
CB CHUBB LTD F 1.4%
Value $2.848M Shares 9,124 Est. Cost $292.40 Unrealized 0.0%
AMZN AMAZON.COM INC 1.4%
Value $2.84M Shares 12,303 Est. Cost $228.79 Unrealized 0.0%
ETN EATON CORP PLC F 1.4%
Value $2.74M Shares 8,603 Est. Cost $354.39 Unrealized 0.0%
UNP UNION PAC CORP 1.3%
Value $2.709M Shares 11,712 Est. Cost $227.32 Unrealized 0.0%
HD HOME DEPOT INC 1.3%
Value $2.692M Shares 7,822 Est. Cost $364.59 Unrealized 0.0%
AFL AFLAC INC 1.2%
Value $2.508M Shares 22,747 Est. Cost $109.84 Unrealized 0.0%
SMIG BAHL & GAYNR SML MD CP GW ETF 1.1%
Value $2.292M Shares 79,570 Est. Cost $28.80 Unrealized
V VISA INC CLASS CLASS A 1.1%
Value $2.265M Shares 6,459 Est. Cost $340.38 Unrealized 0.0%
SO SOUTHERN CO 1.1%
Value $2.193M Shares 25,144 Est. Cost $90.89 Unrealized 0.0%
CVS CVS HEALTH CORP 1.0%
Value $2.062M Shares 25,984 Est. Cost $78.67 Unrealized 0.0%
WMT WALMART INC 1.0%
Value $1.974M Shares 17,714 Est. Cost $107.20 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS I 1.0%
Value $1.947M Shares 47,800 Est. Cost $40.48 Unrealized 0.0%
UPS UNITED PARCEL SVC INC CLASS CLASS B 0.9%
Value $1.897M Shares 19,126 Est. Cost $92.75 Unrealized 0.0%
CMI CUMMINS INC 0.9%
Value $1.877M Shares 3,678 Est. Cost $466.32 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.8%
Value $1.706M Shares 6,291 Est. Cost $250.62 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.8%
Value $1.626M Shares 4,242 Est. Cost $400.79 Unrealized 0.0%
MA MASTERCARD INC CLASS CLASS A 0.8%
Value $1.591M Shares 2,787 Est. Cost $558.95 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.8%
Value $1.585M Shares 7,661 Est. Cost $197.01 Unrealized 0.0%
ABBV ABBVIE INC 0.8%
Value $1.577M Shares 6,902 Est. Cost $227.54 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DCLASS A 0.7%
Value $1.51M Shares 2 Est. Cost $746423.56 Unrealized 0.0%
CGCP CAPITAL GROUP CORE PLUS INCM ETF 0.7%
Value $1.487M Shares 65,694 Est. Cost $22.64 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.7%
Value $1.443M Shares 20,202 Est. Cost $71.42 Unrealized
CMCSA COMCAST CORP NEW TRADES WITH DUE BILLS 0.7%
Value $1.366M Shares 45,692 Est. Cost $28.53 Unrealized 0.0%
NLR VANECK URANIUM AND NUCLEAR ETF 0.5%
Value $1.106M Shares 8,908 Est. Cost $124.20 Unrealized
NVDA NVIDIA CORP 0.5%
Value $1.075M Shares 5,763 Est. Cost $186.13 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.5%
Value $1.006M Shares 4,073 Est. Cost $251.65 Unrealized 0.0%
GEV GE VERNOVA INC 0.5%
Value $945K Shares 1,446 Est. Cost $609.04 Unrealized 0.0%
AMD ADVANCED MICRO DEVIC 0.4%
Value $879K Shares 4,104 Est. Cost $224.60 Unrealized 0.0%
META META PLATFORMS INC CLASS A 0.4%
Value $838K Shares 1,269 Est. Cost $667.32 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.4%
Value $790K Shares 5,255 Est. Cost $147.05 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC F 0.4%
Value $787K Shares 2,023 Est. Cost $413.59 Unrealized 0.0%
CAT CATERPILLAR INC 0.4%
Value $706K Shares 1,232 Est. Cost $555.50 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY CLASS CLASS B 0.3%
Value $583K Shares 1,159 Est. Cost $497.53 Unrealized 0.0%
ALL ALLSTATE CORP 0.3%
Value $570K Shares 2,737 Est. Cost $204.09 Unrealized 0.0%
CSCO CISCO SYS INC 0.3%
Value $564K Shares 7,321 Est. Cost $73.79 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A 0.3%
Value $564K Shares 3,171 Est. Cost $181.03 Unrealized 0.0%
STE STERIS PLC F 0.3%
Value $537K Shares 2,118 Est. Cost $251.13 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V F 0.3%
Value $536K Shares 2,471 Est. Cost $213.68 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.2%
Value $444K Shares 849 Est. Cost $494.21 Unrealized 0.0%
PHM PULTEGROUP INC 0.2%
Value $412K Shares 3,513 Est. Cost $122.44 Unrealized 0.0%
TJX TJX COS INC NEW 0.2%
Value $405K Shares 2,639 Est. Cost $147.70 Unrealized 0.0%
CDNS CADENCE DESIGN SYS INC 0.2%
Value $393K Shares 1,257 Est. Cost $326.31 Unrealized 0.0%
SNPS SYNOPSYS INC 0.2%
Value $345K Shares 735 Est. Cost $444.23 Unrealized 0.0%