# EDGAR Filing Document

**Accession Number:** 0002112078
**File Stem:** 0002112078-26-000002
**Filing Date:** 2026-4
**Character Count:** 9411
**Document Hash:** d3c7ddee947bcade8f56e56c71f8fda3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002112078-26-000002.hdr.sgml**: 20260415

**ACCESSION NUMBER**: 0002112078-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260415

**DATE AS OF CHANGE**: 20260415

**EFFECTIVENESS DATE**: 20260415

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Wealth Intelligence, LLC
- **CENTRAL INDEX KEY:** 0002112078

**ORGANIZATION NAME:**
- **EIN:** 831940692
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26647
- **FILM NUMBER:** 26863353

**BUSINESS ADDRESS:**
- **STREET 1:** 2900 WARM SPRINGS RD
- **CITY:** COLUMBUS
- **STATE:** GA
- **ZIP:** 31904
- **BUSINESS PHONE:** 706-571-2100

**MAIL ADDRESS:**
- **STREET 1:** 2900 WARM SPRINGS RD
- **CITY:** COLUMBUS
- **STATE:** GA
- **ZIP:** 31904

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Wealth Intelligence LLC<br>**Address:** 2900 WARM SPRINGS RD<br>COLUMBUS, GA 31904

**Form 13F File Number:** 028-26647

**CRD Number (if applicable):** 000333253

**SEC File Number (if applicable):** 801-131320

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Desaree Tatum<br>**Title:** Consultant Compliance Services<br>**Phone:** 513-538-1150

**Signature, Place, and Date of Signing:**

Desaree Tatum  Covington, KY  04-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 58

**Form 13F Information Table Value Total:** $207953897

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 772386 | 7523 | SH |  | SOLE | 0 | 0 | 0 | 7523 |
| ABBVIE INC | COM | 00287Y109 |  | 1739703 | 7999 | SH |  | SOLE | 0 | 0 | 0 | 7999 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 574283 | 2823 | SH |  | SOLE | 0 | 0 | 0 | 2823 |
| AFLAC INC | COM | 001055102 |  | 2012081 | 18340 | SH |  | SOLE | 0 | 0 | 0 | 18340 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 1172418 | 4036 | SH |  | SOLE | 0 | 0 | 0 | 4036 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2485451 | 8643 | SH |  | SOLE | 0 | 0 | 0 | 8643 |
| AMAZON COM INC | COM | 023135106 |  | 2272851 | 10913 | SH |  | SOLE | 0 | 0 | 0 | 10913 |
| ANALOG DEVICES INC | COM | 032654105 |  | 1546797 | 4862 | SH |  | SOLE | 0 | 0 | 0 | 4862 |
| APPLE INC | COM | 037833100 |  | 6697645 | 26390 | SH |  | SOLE | 0 | 0 | 0 | 26390 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 291234 | 2372 | SH |  | SOLE | 0 | 0 | 0 | 2372 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 978047 | 2041 | SH |  | SOLE | 0 | 0 | 0 | 2041 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1436280 | 2 | SH |  | SOLE | 0 | 0 | 0 | 2 |
| BROADCOM INC | COM | 11135F101 |  | 5572109 | 18003 | SH |  | SOLE | 0 | 0 | 0 | 18003 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 447926 | 1612 | SH |  | SOLE | 0 | 0 | 0 | 1612 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 1494122 | 66881 | SH |  | SOLE | 0 | 0 | 0 | 66881 |
| CATERPILLAR INC | COM | 149123101 |  | 594398 | 839 | SH |  | SOLE | 0 | 0 | 0 | 839 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 471119 | 3298 | SH |  | SOLE | 0 | 0 | 0 | 3298 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 2851888 | 8750 | SH |  | SOLE | 0 | 0 | 0 | 8750 |
| CME GROUP INC | COM | 12572Q105 |  | 3176785 | 10756 | SH |  | SOLE | 0 | 0 | 0 | 10756 |
| CUMMINS INC | COM | 231021106 |  | 1625896 | 3022 | SH |  | SOLE | 0 | 0 | 0 | 3022 |
| CVS HEALTH CORP | COM | 126650100 |  | 1922981 | 26775 | SH |  | SOLE | 0 | 0 | 0 | 26775 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 561328 | 2838 | SH |  | SOLE | 0 | 0 | 0 | 2838 |
| EATON CORP PLC | SHS | G29183103 |  | 4150045 | 11603 | SH |  | SOLE | 0 | 0 | 0 | 11603 |
| ETF SER SOLUTIONS | AAM SAWGRASS US | 26922B485 |  | 4804057 | 226035 | SH |  | SOLE | 0 | 0 | 0 | 226035 |
| FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | 33738D788 |  | 19748093 | 942180 | SH |  | SOLE | 0 | 0 | 0 | 942180 |
| GE VERNOVA INC | COM | 36828A101 |  | 856315 | 981 | SH |  | SOLE | 0 | 0 | 0 | 981 |
| HOME DEPOT INC | COM | 437076102 |  | 2482791 | 7549 | SH |  | SOLE | 0 | 0 | 0 | 7549 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 |  | 6926083 | 138190 | SH |  | SOLE | 0 | 0 | 0 | 138190 |
| INVESCO ACTIVELY MANAGED EXC | MSCI EAFE INCOME | 46090A713 |  | 2291975 | 43458 | SH |  | SOLE | 0 | 0 | 0 | 43458 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 1162780 | 15898 | SH |  | SOLE | 0 | 0 | 0 | 15898 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1849677 | 7567 | SH |  | SOLE | 0 | 0 | 0 | 7567 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 |  | 3635958 | 27766 | SH |  | SOLE | 0 | 0 | 0 | 27766 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 4125300 | 14024 | SH |  | SOLE | 0 | 0 | 0 | 14024 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1414877 | 2341 | SH |  | SOLE | 0 | 0 | 0 | 2341 |
| LOWES COS INC | COM | 548661107 |  | 71280699 | 301679 | SH |  | SOLE | 0 | 0 | 0 | 301679 |
| MARATHON PETE CORP | COM | 56585A102 |  | 4363497 | 17870 | SH |  | SOLE | 0 | 0 | 0 | 17870 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1438521 | 2879 | SH |  | SOLE | 0 | 0 | 0 | 2879 |
| META PLATFORMS INC | CL A | 30303M102 |  | 757675 | 1324 | SH |  | SOLE | 0 | 0 | 0 | 1324 |
| MICROSOFT CORP | COM | 594918104 |  | 3421481 | 9243 | SH |  | SOLE | 0 | 0 | 0 | 9243 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 2014923 | 4643 | SH |  | SOLE | 0 | 0 | 0 | 4643 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1446822 | 8296 | SH |  | SOLE | 0 | 0 | 0 | 8296 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 409863 | 2082 | SH |  | SOLE | 0 | 0 | 0 | 2082 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 264767 | 1810 | SH |  | SOLE | 0 | 0 | 0 | 1810 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 522323 | 3258 | SH |  | SOLE | 0 | 0 | 0 | 3258 |
| RTX CORPORATION | COM | 75513E101 |  | 908752 | 4711 | SH |  | SOLE | 0 | 0 | 0 | 4711 |
| S GLOBAL INC | COM | 78409V104 |  | 381530 | 897 | SH |  | SOLE | 0 | 0 | 0 | 897 |
| SOUTHERN CO | COM | 842587107 |  | 2734026 | 28326 | SH |  | SOLE | 0 | 0 | 0 | 28326 |
| SYNOPSYS INC | COM | 871607107 |  | 347713 | 877 | SH |  | SOLE | 0 | 0 | 0 | 877 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 881405 | 2115 | SH |  | SOLE | 0 | 0 | 0 | 2115 |
| UNION PAC CORP | COM | 907818108 |  | 2847631 | 11737 | SH |  | SOLE | 0 | 0 | 0 | 11737 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 1226110 | 12463 | SH |  | SOLE | 0 | 0 | 0 | 12463 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 611533 | 2260 | SH |  | SOLE | 0 | 0 | 0 | 2260 |
| VANECK ETF TRUST | URANIUM AND NUCL | 92189F601 |  | 1494791 | 11223 | SH |  | SOLE | 0 | 0 | 0 | 11223 |
| VANECK ETF TRUST | PREFERRED SECURT | 92189F429 |  | 9541778 | 544001 | SH |  | SOLE | 0 | 0 | 0 | 544001 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 2433244 | 48471 | SH |  | SOLE | 0 | 0 | 0 | 48471 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 779554 | 3111 | SH |  | SOLE | 0 | 0 | 0 | 3111 |
| VISA INC | COM CL A | 92826C839 |  | 1977556 | 6543 | SH |  | SOLE | 0 | 0 | 0 | 6543 |
| WALMART INC | COM | 931142103 |  | 1722024 | 13856 | SH |  | SOLE | 0 | 0 | 0 | 13856 |

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