Titelia

Holdings of WealthShield Partners, LLC

469 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 22.9 % of the equity sleeve

Sector breakdown

  • Funds 11.0 %
  • Technology 10.4 %
  • Financials 5.2 %
  • Industrials 3.7 %
  • Consumer discretionary 3.6 %
  • Communication 3.1 %
  • Health care 2.9 %
  • Consumer staples 1.6 %
  • Utilities 1.4 %
  • Energy 1.1 %
  • Real estate 0.5 %
  • Materials 0.1 %
  • Unattributed 55.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • IL 0.1 %
  • GB 0.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US466821.2M $99.87 %
2IL1476.8K $0.06 %
3GB1303.3K $0.04 %
4TW1271.5K $0.03 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 53,95935.2M $
2Schwab International Equity ETF 832,79520.6M $
3iShares Core MSCI Emerging Markets ETF 288,44020.1M $
4Apple Inc 75,29219.1M $
5iShares Trust 154,91217.5M $
6iShares Trust 80,28617M $
7Vanguard Mega Cap Growth ETF 43,95416.1M $
8Schwab Strategic Trust 512,23314.9M $
9NVIDIA Corp 81,82014.3M $
10BlackRock ETF Trust 229,36413.3M $
11iShares Trust 286,28913.2M $
12iShares Core Dividend Growth ETF 185,58713M $
13Microsoft Corp 34,44012.7M $
14Vanguard Value ETF 63,91312.5M $
15VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 55,04711.8M $
16iShares Trust 143,41010.7M $
17Amazon.com Inc 50,40810.5M $
18Vanguard World Fund 70,82810.3M $
19PIMCO ETF Trust 103,9189.6M $
20JPMorgan Chase & Co 31,3789.2M $
21Schwab Strategic Trust 287,2788.8M $
22SPDR Bloomberg International T 388,5518.5M $
23Alphabet Inc 29,5948.5M $
24iShares 20+ Year Treasury Bond BuyWrite Strategy ETF 375,8078.5M $
25iShares National Muni Bond ETF 75,8078M $
26Vanguard Growth ETF 18,0377.9M $
27Schwab U.S. Aggregate Bond ETF 304,7187.1M $
28iShares MSCI EAFE Growth ETF 61,3356.8M $
29iShares Trust 35,4976.8M $
30Broadcom Inc 21,6276.7M $
31Walmart Inc 53,2496.6M $
32Berkshire Hathaway Inc 13,5136.5M $
33Meta Platforms Inc 11,3096.5M $
34iShares MSCI USA Momentum Factor ETF 26,5506.4M $
35SPDR SERIES TRUST 66,5156.3M $
36SELECT SECTOR SPDR TRUST (THE) 44,8496M $
37BlackRock ETF Trust 164,3176M $
38State Street SPDR S&P 500 ETF Trust 9,1325.9M $
39Citigroup Inc 51,9735.9M $
40Invesco S&P 500 Equal Weight ETF 30,1505.8M $
41Netflix Inc 59,2125.7M $
42VanEck IG Floating Rate ETF 209,1395.3M $
43State Street SPDR S&P 600 Smal 54,9925.3M $
44Home Depot Inc/The 16,1155.3M $
45McDonald's Corp. 16,8115.2M $
46Lam Research Corp 22,7894.9M $
47ProShares Trust 45,5094.8M $
48Uber Technologies Inc 63,7984.6M $
49iShares Trust 199,4934.6M $
50iShares Defense Industrials Ac 134,6114.4M $
51iShares Core S&P U.S. Growth ETF 28,2514.4M $
52iShares MBS ETF 44,7664.3M $
53GE Vernova Inc 4,7824.2M $
54Crowdstrike Holdings Inc 10,6204.1M $
55Avantis International Small Cap Value ETF 41,2354.1M $
56iShares Russell 1000 Growth ETF 9,4634M $
57TJX Cos Inc/The 25,2544M $
58BlackRock ETF Trust 96,3474M $
59Schwab Emerging Markets Equity ETF 115,9893.8M $
60Intuitive Surgical Inc 8,0553.7M $
61iShares Trust 23,0763.7M $
62SPDR Series Trust 37,5413.7M $
63iShares Trust 35,3033.6M $
64CME Group Inc 11,8323.5M $
65Vanguard Index Funds 15,6143.4M $
66Diamondback Energy Inc 16,7683.3M $
67Duke Energy Corp 24,9693.3M $
68Johnson & Johnson 13,1213.2M $
69Intercontinental Exchange Inc 20,3893.2M $
70SPDR Gold Shares 7,3223.2M $
71Vanguard Index Funds 16,7703.1M $
72Cummins Inc 5,6503M $
73Vanguard FTSE Europe ETF 36,7953M $
74Tesla Inc 8,0933M $
75iShares Core MSCI International Developed Markets ETF 35,9843M $
76Palo Alto Networks Inc 18,1872.9M $
77Costco Wholesale Corp 2,9172.9M $
78Schwab U.S. Small-Cap ETF 98,7162.9M $
79iShares Core U.S. Aggregate Bond ETF 28,3302.8M $
80Vanguard S&P 500 ETF 4,6972.8M $
81iShares ESG Aware MSCI EAFE ETF 29,2522.8M $
82Eli Lilly & Co 3,0322.8M $
83Applied Materials Inc 8,1242.8M $
84iShares Trust 55,4742.8M $
85Schwab U.S. Large-Cap ETF 107,9662.8M $
86Visa Inc 9,1462.8M $
87Parker-Hannifin Corp 3,0482.7M $
88WisdomTree International MidCap Dividend Fund 32,1082.7M $
89Alphabet Inc 9,2312.6M $
90Lockheed Martin Corp 4,3632.6M $
91Amphenol Corp 20,5232.6M $
92Vanguard Mid-Cap Growth ETF 10,0292.6M $
93Constellation Energy Corp. 9,2212.6M $
94L3Harris Technologies Inc 7,3592.5M $
95Salesforce Inc 13,4032.5M $
96Wells Fargo & Co 31,1362.5M $
97United Parcel Service Inc 25,0672.5M $
98S&P Global Inc 5,7142.4M $
99Invesco QQQ Trust Series 1 4,1792.4M $
100BlackRock ETF Trust II 45,9172.4M $