Long-term investor
Wealth Intelligence, LLC @wealthintelligencellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002112078).
Record
- Tracked since 2025-12-31 (262 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +2.0%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LOW · 30.9% · long · since 2025-12-31
- 33738D788 · 8.7% · long · since 2026-03-31
- 92189F429 · 4.5% · long · since 2025-12-31
- 46090A887 · 4.4% · long · since 2025-12-31
- AAPL · 3.5% · long · since 2025-12-31
- AVGO · 3.2% · long · since 2025-12-31
- 26922B485 · 2.8% · long · since 2026-03-31
- ETN · 2.3% · long · since 2025-12-31
- JPM · 2.1% · long · since 2025-12-31
- MPC · 2.1% · long · since 2025-12-31
- G51502105 · 1.8% · long · since 2025-12-31
- MSFT · 1.7% · long · since 2025-12-31