Titelia

Holdings of Wealth Management Partners, LLC

129 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 46.8 % of the equity sleeve

Sector breakdown

  • Technology 26.6 %
  • Funds 8.0 %
  • Consumer discretionary 4.9 %
  • Industrials 3.4 %
  • Communication 3.2 %
  • Financials 2.9 %
  • Consumer staples 2.0 %
  • Health care 1.6 %
  • Energy 1.5 %
  • Materials 0.9 %
  • Utilities 0.3 %
  • Unattributed 44.6 %

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 98.1 %
  • TW 1.1 %
  • NL 0.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US127287.9M $98.05 %
2TW13.2M $1.08 %
3NL12.6M $0.87 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 158,15027.6M $
2Invesco QQQ Trust Series 1 37,30221.5M $
3Ishares Gold Trust 182,86016.1M $
4Avantis US Mid Cap Equity ETF 217,15715.7M $
5Apple Inc 51,10413M $
6iShares Core S&P 500 ETF 19,73312.9M $
7Dimensional U S Small Cap ETF 148,15510.5M $
8Microsoft Corp 21,5668M $
9Amazon.com Inc 30,8176.4M $
10Tesla Inc 15,5345.8M $
11Alphabet Inc 19,1375.5M $
12Invesco S&P 500 Revenue ETF 45,3555.2M $
13Astera Labs Inc 42,1814.6M $
14Exxon Mobil Corp 26,1774.4M $
15Vanguard High Dividend Yield E 28,5134.2M $
16ARK ETF TRUST 34,1434.1M $
17iShares Trust 40,1274.1M $
18Applied Materials Inc 10,9833.8M $
19Vertiv Holdings Co 13,9033.5M $
20JPMorgan Chase & Co 11,7893.5M $
21State Street SPDR S&P 500 ETF Trust 5,1533.3M $
22Broadcom Inc 10,5623.3M $
23Palantir Technologies Inc 21,6323.2M $
24Taiwan Semiconductor Manufacturing Co Ltd 9,3413.2M $
25Micron Technology Inc 8,9513M $
26Costco Wholesale Corp 2,9713M $
27Chevron Corp 14,1112.9M $
28iShares Future AI & Tech ETF 61,6582.9M $
29iShares Core S&P Small-Cap ETF 21,8282.7M $
30ASML Holding NV 1,9352.6M $
31CoreWeave Inc 32,4412.5M $
32iShares MSCI USA Min Vol Factor ETF 26,6612.5M $
33iShares Core MSCI Emerging Markets ETF 32,2152.2M $
34Caterpillar Inc 3,0152.1M $
35Advanced Micro Devices Inc 10,3192.1M $
36Walmart Inc 16,6792.1M $
37Home Depot Inc/The 6,2712.1M $
38VanEck Rare Earth and Strategi 21,5401.9M $
39iShares Trust 8,4111.8M $
40Avantis Emerging Markets Equity ETF 20,7891.7M $
41Avantis US Equity ETF 14,5261.6M $
42Palo Alto Networks Inc 9,9641.6M $
43iShares Trust 52,3161.5M $
44iShares Core MSCI EAFE ETF 15,5941.4M $
45iShares Trust 21,6471.4M $
46Rio Tinto PLC 15,0041.4M $
47Meta Platforms Inc 2,4031.4M $
48Cloudflare Inc 6,4861.3M $
49iShares Core S&P Mid-Cap ETF 19,4191.3M $
50State Street Spdr Dow Jones Industrial Average Etf Trust 2,7691.3M $
51iShares Core S&P U.S. Growth ETF 8,1751.3M $
52Vanguard Value ETF 6,4471.3M $
53Visa Inc 4,1371.3M $
54Alphabet Inc 4,3051.2M $
55Summit Therapeutics Inc 63,7841.2M $
56iShares MSCI Emerging Markets Asia ETF 12,5701.2M $
57Eli Lilly & Co 1,2131.1M $
58iShares Trust 8,5631.1M $
59iShares ESG MSCI KLD 400 ETF 9,0041.1M $
60iShares U.S. Financials ETF 9,1621.1M $
61Freeport-McMoRan Inc 18,3251.1M $
62J P Morgan Exchange Traded Fund Trust 19,1851.1M $
63iShares Trust 8,9601.1M $
64Verizon Communications Inc 20,3581M $
65Goldman Sachs Group Inc/The 1,1931M $
66Intuitive Surgical Inc 2,134983.8K $
67iShares Russell 3000 ETF 2,587958.9K $
68AbbVie Inc 4,299935K $
69Vanguard Growth ETF 2,030886.7K $
70Janus Detroit Street Trust 16,861849.3K $
71GE Vernova Inc 960838K $
72Oklo Inc 16,370811.8K $
73ISHARES TRUST 4,412776.2K $
74Delta Air Lines Inc 11,621772.6K $
75RTX Corp 3,949761.8K $
76SPDR Gold Shares 1,748752.1K $
77iShares Global Energy ETF 12,807737.8K $
78Oracle Corp 4,857714.5K $
79Johnson & Johnson 2,839694K $
80Berkshire Hathaway Inc 1,428684.3K $
81Vanguard Total Stock Market ETF 2,118679.4K $
82United Parcel Service Inc 6,696657K $
83VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,945633.4K $
84Rigetti Computing Inc 44,750628.3K $
85D-Wave Quantum Inc 41,775602.8K $
86NextEra Energy Inc 6,360590.7K $
87iShares Russell 1000 Growth ETF 1,381588.9K $
88Schwab US Dividend Equity ETF 18,307561.7K $
89SPDR Series Trust 4,283547.1K $
90Cambria Shareholder Yield ETF 6,856517K $
91Centrus Energy Corp 2,963514.3K $
92Citigroup Inc 4,439503.4K $
93Republic Services Inc 2,255493.9K $
94iShares Trust 3,316489.2K $
95UnitedHealth Group Inc 1,797485K $
96Waste Management Inc 2,081478.2K $
97Sysco Corp 6,474461.8K $
98iShares Global Industrials ETF 2,515455.2K $
99iShares Biotechnology ETF 2,667450.4K $
100Procter & Gamble Co/The 3,073443.9K $