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
101FIRST TRUST EXCHANGE-TRADED FUND VII 18,101511.4K $
102Vanguard US Quality Factor ETF 3,401509.3K $
103iShares Core S&P Mid-Cap ETF 7,299497.9K $
104ARK ETF Trust 7,060493.5K $
105AECOM 5,521488.8K $
106iShares Core U.S. Aggregate Bond ETF 4,736469.4K $
107Alphabet Inc 1,538445.4K $
108Vanguard US Momentum Factor ETF 2,181439.1K $
109Netflix Inc 4,720435.6K $
110Vanguard Large-Cap ETF 1,425431.1K $
111iShares Trust 4,399419.5K $
112AbbVie Inc 2,012416.7K $
113iShares Core S&P U.S. Growth ETF 2,527399.3K $
114Grayscale Ethereum Staking Min 18,961390K $
115PIMCO FUNDS 7,845388.6K $
116Fidelity Covington Trust 10,090369.9K $
117JPMorgan Ultra-Short Municipal Income ETF 7,215367.8K $
118Compass Inc 46,413367.6K $
119Tesla Inc 945364.7K $
120BNY Mellon US Large Cap Core E 2,872361.9K $
121Vanguard Mid-Cap ETF 1,239360.4K $
122Walt Disney Co/The 3,620347.3K $
123M&T Bank Corp 1,680343.9K $
124BNY Mellon Ultra Short Income 6,629329.7K $
125Chevron Corp 1,595327.2K $
126General Dynamics Corp 928326.9K $
127McDonald's Corp. 1,043325.1K $
128Broadcom Inc 988315K $
129Meta Platforms Inc 527313.6K $
130iShares Trust 6,270302.6K $
131Dell Technologies Inc 1,625299.1K $
132First Trust Exchange-Traded Fund 1,475293K $
133JPMorgan Chase & Co 963284.4K $
134iShares Trust 2,433280.3K $
135Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 3,653279.4K $
136State Street SPDR S&P Kensho F 3,079275.6K $
137Amgen Inc 777275.1K $
138Vanguard Malvern Funds 5,293263.5K $
139Suburban Propane Partners LP 12,638255.9K $
140State Street SPDR Portfolio Ag 9,960254.6K $
141General Motors Co 3,321254.4K $
142FIDELITY COVINGTON TRUST 3,608253.1K $
143JPMorgan Ultra-Short Income ETF 5,000252.8K $
144iShares Core S&P Total U.S. Stock Market ETF 1,709245.8K $
145SiTime Corp 691245K $
146First Trust SMID Cap Rising Dividend Achievers ETF 5,953237.7K $
147Procter & Gamble Co/The 1,631234.7K $
148Sherwin-Williams Co/The 726233.8K $
149Distillate Small/Mid Cash Flow ETF 5,856220.2K $
150Berkshire Hathaway Inc 458218.1K $
151iShares 0-1 Year Treasury Bond ETF 1,975217.9K $
152Hershey Co/The 1,001217.2K $
153Jpmorgan Core Plus Bond Etf 4,599216.3K $
154Repligen Corp 1,800205.8K $
155LPL Financial Holdings Inc 680204.3K $
156Visa Inc 669203.9K $
157MSC Income Fund Inc 13,172172.6K $
158Eaton Vance Tax-Managed Diversified Equity Income Fund 10,000137.8K $
159ImmunityBio Inc 16,510133.2K $
160Putnam Managed Municipal Income Trust 10,00060.7K $