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Desaree Tatum

Wealth Intelligence, Llc

Assets Managed
$215.279M
Holdings
59
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
3.53%(2Q avg: 3.36%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Intelligence, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Wealth Intelligence, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 215.279M in assets, with a quarterly growth rate of 3.53% and a 2-quarter average growth rate of 3.36%. The portfolio is managed by Desaree Tatum, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LOW
Lowe's Cos Inc
Recent Activity
Increased 0.01%
30.9%
$66.518M
301,682 shares@ $220.5 avg price
FTCB
Ft Core Investment Grade Etf
Recent Activity
Decreased -5%
8.68%
$18.666M
895,036 shares@ $20.86 avg price
PFXF
Vaneck Pref Sec X-financials
Recent Activity
Increased 0.51%
4.54%
$9.754M
546,751 shares@ $17.85 avg price
GSY
Invesco Ultra Short Duration
Recent Activity
Increased 36.3%
4.39%
$9.446M
188,347 shares@ $50.15 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.37%
3.54%
$7.607M
26,291 shares@ $289.36 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.04%
3.17%
$6.803M
18,009 shares@ $377.76 avg price
SAWS
Aam Sawgrass Us Sm Cp Gr Etf
Recent Activity
Increased 1.71%
2.79%
$5.987M
229,882 shares@ $26.05 avg price
ETN
Eaton Corp Plc
Recent Activity
Increased 1.38%
2.33%
$5.012M
11,763 shares@ $426.13 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.71%
2.15%
$4.623M
14,123 shares@ $327.34 avg price
MPC
Marathon Petroleum Corp
Recent Activity
Decreased -1.9%
2.09%
$4.482M
17,530 shares@ $255.67 avg price

1-10 of 59