Wealth Intelligence
Wealth Intelligence reported 60 stocks worth $209M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are LOW (26.6%), FTCB (8.5%) and GSY (5.7%). Compared with Q2 2026, the fund opened new positions in BSVO, added to FTCB, GSY and AVGO and trimmed PFXF, AAPL and MPC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  LOW Lowes Cos Inc | $55.6M | 26.6% | 302K | No change | 4 of 4 | |
| 2 |  FTCB First TR Exchange-Traded FD | $17.8M | 8.5% | 903K | +8,338 (+1%) | 3 of 4 | |
| 3 |  GSY Invesco Actively Managed Exc | $11.9M | 5.7% | 238K | +50K (+26%) | 4 of 4 | |
| 4 |  PFXF Vaneck ETF Trust | $9.3M | 4.5% | 532K | −15K (−3%) | 4 of 4 | |
| 5 |  AAPL Apple Inc | $8.6M | 4.1% | 26K | −572 (−2%) | 4 of 4 | |
| 6 |  MPC Marathon Petroleum | $6.5M | 3.1% | 16K | −1,151 (−7%) | 4 of 4 | |
| 7 |  AVGO Broadcom Inc | $6.4M | 3.0% | 18K | +81 (+0%) | 4 of 4 | |
| 8 |  SAWS ETF Ser Solutions | $5.4M | 2.6% | 237K | +7,527 (+3%) | 3 of 4 | |
| 9 |  MSFT Microsoft Corp | $5.3M | 2.5% | 10K | +266 (+3%) | 4 of 4 | |
| 10 |  ETN Eaton Corp PLC | $5.2M | 2.5% | 12K | +284 (+2%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Intelligence 13F FAQ
What does Wealth Intelligence own?
Wealth Intelligence reported 60 stocks worth $209M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are LOW (26.6%), FTCB (8.5%) and GSY (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Intelligence buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 37 added to, 17 trimmed and 0 sold out. New positions include BSVO.
When will Wealth Intelligence file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Intelligence's portfolio worth?
The Q3 2026 filing reports $209M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.