Titelia

Holdings of WealthBridge Capital Management, LLC

184 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 44.2 % of the equity sleeve

Sector breakdown

  • Funds 16.2 %
  • Technology 8.4 %
  • Financials 6.4 %
  • Communication 4.0 %
  • Consumer discretionary 3.7 %
  • Health care 2.5 %
  • Industrials 2.3 %
  • Energy 0.9 %
  • Consumer staples 0.8 %
  • Utilities 0.5 %
  • Real estate 0.2 %
  • Unattributed 54.0 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US184401.8M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 65,07842.5M $
2Invesco S&P 500 Equal Weight ETF 113,48721.8M $
3State Street SPDR S&P 500 ETF Trust 32,30321M $
4BNY Mellon US Large Cap Core E 145,91918.2M $
5Invesco QQQ Trust Series 1 29,29616.9M $
6Berkshire Hathaway Inc 30,51914.6M $
7Apple Inc 50,73512.9M $
8Amazon.com Inc 49,87610.4M $
9NVIDIA Corp 57,45310M $
10SPDR Gold Shares 21,3569.2M $
11Vanguard High Dividend Yield E 57,6568.5M $
12Alphabet Inc 28,3348.1M $
13iShares Expanded Tech Sector ETF 67,8158M $
14VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 30,9436.7M $
15First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 38,2706.3M $
16iShares U.S. Technology ETF 31,3505.7M $
17iShares MSCI USA Min Vol Factor ETF 58,3985.4M $
18Eli Lilly & Co 5,6055.2M $
19iShares Ultra Short Duration B 98,7795M $
20Vanguard Total Stock Market ETF 14,7664.7M $
21Microsoft Corp 12,6934.7M $
22Emerson Electric Co. 35,7244.7M $
23Global X US Infrastructure Development ETF 89,8464.6M $
24BLACKROCK MUN TARGET TERM TR 195,9154.4M $
25Select Sector Spdr Trust 23,9813.9M $
26iShares Russell 2000 ETF 15,5393.9M $
27Invesco RAFI US 1500 Small-Mid ETF 76,8793.5M $
28JPMorgan Chase & Co 10,4723.1M $
29ALPS ETF Trust 56,3723M $
30AbbVie Inc 13,1202.9M $
31Mastercard Inc 5,5072.8M $
32Exxon Mobil Corp 16,0742.7M $
33State Street SPDR S&P MidCap 400 ETF Trust 4,4212.7M $
34Meta Platforms Inc 4,4162.5M $
35iShares Trust 11,9172.5M $
36iShares Russell 1000 Growth ETF 5,8962.5M $
37Alphabet Inc 8,7192.5M $
38Invesco S&P 500 Low Volatility 33,2302.4M $
39iShares Select Dividend ETF 15,4442.3M $
40Global X Funds 29,2432.1M $
41Ishares Gold Trust 23,3902.1M $
42Preformed Line Products Co 7,6112.1M $
43Invesco Bond Fund 131,0522M $
44Netflix Inc 20,2581.9M $
45State Street Spdr Dow Jones Industrial Average Etf Trust 4,1751.9M $
46Tesla Inc 4,8781.8M $
47JPMorgan Ultra-Short Municipal Income ETF 35,1281.8M $
48First Trust Exchange-Traded Fund III 99,2411.8M $
49Invesco S&P 500 Equal Weight C 58,6901.7M $
50First Trust Exchange-Traded Fund IV 88,6241.7M $
51ProShares Trust 15,5431.6M $
52Wisdomtree Trust 18,1871.6M $
53First Trust Nasdaq-100 Select Equal Weight ETF 12,6571.6M $
54Visa Inc 5,3021.6M $
55Broadcom Inc 5,1491.6M $
56Fidelity Total Bond ETF 34,7771.6M $
57WisdomTree Trust 16,6081.5M $
58Berkshire Hathaway Inc 21.4M $
59Vanguard S&P 500 ETF 2,3731.4M $
60Schwab US Dividend Equity ETF 45,7421.4M $
61VanEck Semiconductor ETF 3,6341.4M $
62DTE Energy Co 9,2231.3M $
63VANGUARD ADMIRAL FDS INC 10,4951.2M $
64SPDR Series Trust 4,6951.2M $
65Procter & Gamble Co/The 7,9801.2M $
66VanEck High Yield Muni ETF 22,0851.1M $
67Invesco Equal Weight 0-30 Year Treasury ETF 39,1731.1M $
68Starwood Property Trust Inc 60,0711M $
69ProShares Ultra QQQ 16,8411M $
70Vanguard Mid-Cap ETF 3,5581M $
71iShares 0-1 Year Treasury Bond ETF 8,966989.7K $
72Vertiv Holdings Co 3,930984.8K $
73McDonald's Corp. 3,100963.4K $
74First Trust NASDAQ Cybersecuri 15,339961.5K $
75iShares Core High Dividend ETF 7,081961K $
76Amphenol Corp 7,425938.1K $
77State Street SPDR S&P Kensho F 10,297880.8K $
78iShares Trust 3,937861.2K $
79Lam Research Corp 3,844821.3K $
80Goldman Sachs Group Inc/The 964815.6K $
81INVESCO EXCHANGE-TRADED FUND TRUST II 21,215730.9K $
82Quanta Services Inc 1,325727.5K $
83Costco Wholesale Corp 720717.6K $
84Exchange Traded Concepts Trust 10,640699.8K $
85iShares Core S&P Total U.S. Stock Market ETF 4,907698.9K $
86ISHARES TRUST 10,250686.9K $
87First Trust Rising Dividend Achievers ETF 9,834671.5K $
88State Street Health Care Select Sector SPDR ETF 4,560668.6K $
89Abbott Laboratories 6,489666.2K $
90PepsiCo Inc 4,227656.4K $
91Johnson & Johnson 2,682655.5K $
92State Street SPDR S&P Dividend ETF 4,387640.2K $
93Valero Energy Corp 2,557631.8K $
94AT&T Inc 21,564625.1K $
95Micron Technology Inc 1,850625K $
96Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 8,286623K $
97O'Reilly Automotive Inc 6,683616.9K $
98SELECT SECTOR SPDR TRUST (THE) 4,594610.5K $
99iShares ESG Optimized MSCI USA ETF 4,554601.5K $
100Caterpillar Inc 840594.9K $