Titelia

Holdings of WealthCare Investment Partners, LLC

160 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 36.6 % of the equity sleeve

Sector breakdown

  • Funds 11.4 %
  • Technology 3.0 %
  • Communication 1.5 %
  • Consumer discretionary 1.3 %
  • Consumer staples 1.3 %
  • Industrials 0.6 %
  • Financials 0.6 %
  • Health care 0.4 %
  • Energy 0.3 %
  • Materials 0.1 %
  • Unattributed 79.6 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US160318M $100.00 %

Positions

RankCompanySharesValueWeight
1Invesco QQQ Trust Series 1 44,23426M $
2First Trust Value Line Dividen 307,31414.5M $
3Capital Group Growth ETF 292,16112M $
4iShares Trust 52,15311.8M $
5Capital Group Dividend Value ETF 246,28910.6M $
6FT Vest Laddered Buffer ETF 282,5719.6M $
7Ishares Gold Trust 104,7088.9M $
8Invesco S&P 500 Momentum ETF 68,6157.9M $
9Fidelity Total Bond ETF 165,9907.6M $
10Invesco S&P International Deve 135,3947.4M $
11Vanguard S&P 500 ETF 11,5747M $
12COLUMBIA RESEARCH ENHANCED CORE ETF 174,7746.8M $
13Schwab Fundamental International Equity Etf 139,1686.8M $
14Select Sector Spdr Trust 99,8336M $
15SELECT SECTOR SPDR TRUST (THE) 51,7705.8M $
16INVESCO EXCHANGE TRADED FUND TRUST 45,1355.4M $
17CAPITAL GROUP DIVIDEND GROWERS ETF 139,1605M $
18First Trust Rising Dividend Achievers ETF 71,6035M $
19iShares Trust 215,9814.9M $
20First Trust NASDAQ Cybersecuri 70,9604.5M $
21iShares Core S&P Small-Cap ETF 31,2163.9M $
22Vanguard Charlotte Funds 79,3003.8M $
23SCHWAB STRATEGIC TRUST 98,4013.7M $
24Schwab Intermediate-Term U.S. Treasury ETF 149,3813.7M $
25Select Sector Spdr Trust 20,3943.4M $
26Schwab US Dividend Equity ETF 103,4943.2M $
27Legg Mason ETF Investment Trust 78,5223.1M $
28iShares Silver Trust 46,7473M $
29iShares Biotechnology ETF 18,3153M $
30PIMCO Broad U.S. TIPS Index Ex 54,7622.9M $
31State Street Health Care Select Sector SPDR ETF 19,7912.9M $
32Microsoft Corp 7,7792.9M $
33First Trust Exchange-Traded Fund VIII 65,6412.9M $
34iShares Broad USD High Yield Corporate Bond ETF 76,0692.8M $
35Apple Inc 10,7722.7M $
36Global X Funds 35,7322.7M $
37iShares U.S. Financials ETF 22,1912.6M $
38First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 14,2872.4M $
39Altria Group, Inc. 37,5962.4M $
40iShares Core MSCI Emerging Markets ETF 33,8592.4M $
41Ford Motor Co 182,3562.1M $
42Global X US Infrastructure Development ETF 40,9102.1M $
43Schwab Fundamental U.S. Large Company ETF 70,9742M $
44iShares U.S. Technology ETF 10,1751.9M $
45Columbia EM Core ex-China ETF 44,1631.8M $
46Putnam Focused Large Cap Value ETF 37,1231.7M $
47Vanguard Growth ETF 3,8271.7M $
48Vanguard Total Bond Market ETF 23,0601.7M $
49iShares Core MSCI EAFE ETF 18,5851.7M $
50NVIDIA Corp 9,2641.7M $
51CAPITAL GROUP CORE EQUITY ETF 42,3381.7M $
52Principal U.S. Small-Cap ETF 28,0291.6M $
53State Street SPDR Bloomberg Short Term High Yield Bond ETF 64,8441.6M $
54iShares Trust 13,5911.6M $
55State Street SPDR S&P Kensho N 24,9081.5M $
56Wisdomtree Trust 16,8441.5M $
57Vanguard Index Funds 6,5911.4M $
58Xtrackers MSCI EAFE Hedged Equ 28,1271.4M $
59Verizon Communications Inc 26,1431.3M $
60Vanguard Information Technology ETF 1,8161.3M $
61VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 5,6001.2M $
62Walmart Inc 9,8361.2M $
63Capital Group Core Plus Income ETF 51,5781.2M $
64SPDR Series Trust 14,7071.1M $
65State Street SPDR Portfolio Developed World ex-US ETF 24,4991.1M $
66Alphabet Inc 3,7371.1M $
67iShares Trust 2,9761M $
68Vanguard Index Funds 3,2961M $
69Fidelity Covington Trust 18,3591M $
70Amazon.com Inc 4,7551M $
71RTX Corp 5,121998.6K $
72Exxon Mobil Corp 5,808948.2K $
73Cisco Systems, Inc. 11,381931.3K $
74iShares Core Dividend Growth ETF 13,039913.4K $
75Global X Artificial Intelligence & Technology ETF 18,652893.4K $
76ServiceNow Inc 8,620888.4K $
77BNY Mellon ETF Trust 17,742785.3K $
78United States Oil Fund LP 6,634752.2K $
79Vanguard Bond Index Funds 9,702747.7K $
80VanEck Semiconductor ETF 1,801718.5K $
81First Trust Exchange-Traded Fund III 14,772703K $
82SPDR Series Trust 7,415701.2K $
83Northrop Grumman Corp 1,012699.7K $
84Invesco Variable Rate Preferred ETF 28,682689.8K $
85Vanguard S&P 500 Value ETF 3,364686.4K $
86AT&T Inc 23,624680.6K $
87Bank of America Corp 13,066637K $
88Global X Funds 8,398635.2K $
89Vanguard S&P 500 Growth ETF 1,519630.7K $
90Vanguard Total Stock Market ETF 1,936629.5K $
91iShares Trust 4,811628.5K $
92Schwab Strategic Trust 20,635609.5K $
93First Trust Cloud Computing ETF 5,365598.1K $
94Distillate US Fundamental Stability & Value ETF 9,980579.6K $
95First Trust Exchange-Traded Fund IV 12,765574.4K $
96Pacer Funds Trust 9,099567.4K $
97Vanguard Small-Cap ETF 2,118563.5K $
98State Street SPDR S&P 500 ETF Trust 845555.1K $
99Johnson & Johnson 2,257541.5K $
100iShares Core S&P 500 ETF 783516.7K $