Titelia

Holdings of Wealth Preservation Advisors, LLC

927 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 64.2 % of the equity sleeve

Sector breakdown

  • Technology 29.4 %
  • Communication 17.1 %
  • Consumer discretionary 14.4 %
  • Financials 4.2 %
  • Industrials 3.0 %
  • Funds 2.5 %
  • Health care 1.9 %
  • Real estate 1.2 %
  • Materials 0.9 %
  • Consumer staples 0.7 %
  • Energy 0.4 %
  • Utilities 0.3 %
  • Unattributed 24.0 %

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 99.8 %
  • NL 0.1 %
  • DE 0.1 %
  • FR 0.0 %
  • AU 0.0 %
  • JP 0.0 %
  • DK 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US919114.8M $99.79 %
2NL1114.9K $0.10 %
3DE174.3K $0.06 %
4FR124.1K $0.02 %
5AU316.6K $0.01 %
6JP18K $0.01 %
7DK1368 $0.00 %

Positions

RankCompanySharesValueWeight
101PepsiCo Inc 56387.4K $
102Micron Technology Inc 25786.8K $
103Pinnacle Financial Partners Inc 1,00086.1K $
104Comfort Systems USA Inc 6285.5K $
105iShares Core S&P Small-Cap ETF 68184.7K $
106Rio Tinto PLC 90584.4K $
107Vanguard International Equity Index Funds 1,54483.5K $
108Cava Group Inc 1,00080.9K $
109Bitwise Ethereum ETF 5,30079.5K $
110IQVIA Holdings Inc 45377.3K $
111General Electric Co 26976.3K $
112SAP SE 43474.3K $
113Blue Owl Capital Inc 8,10674K $
114SPDR Series Trust 80073.2K $
115Aurora Innovation Inc 17,70072.9K $
116Thermo Fisher Scientific Inc 14671.8K $
117Costco Wholesale Corp 7271.7K $
118Abbott Laboratories 69471.3K $
119Texas Instruments Inc 36771.2K $
120iShares Bitcoin Trust ETF 1,84871K $
121EMCOR Group Inc 9469.4K $
122Schwab US Broad Market ETF 2,76369.3K $
123Dimensional ETF Trust 1,75968.5K $
124Kinder Morgan, Inc. 2,03268.1K $
125iShares S&P Mid-Cap 400 Growth ETF 66767.1K $
126Airbnb Inc 52566.3K $
127iShares Trust 30465K $
128Goldman Sachs Group Inc/The 7663.9K $
129AppLovin Corp 16063.7K $
130Hecla Mining Co 3,38463K $
131GE Vernova Inc 7061.1K $
132Freeport-McMoRan Inc 1,01759.8K $
133Stifel Financial Corp 80559.5K $
134Lumentum Holdings Inc 8358.3K $
135Travelers Cos Inc/The 19155.7K $
136Blackrock Inc 5855.3K $
137S&P Global Inc 13055.3K $
138Marsh & McLennan Cos Inc 31755K $
139Yum China Holdings Inc 1,10053.7K $
140FedEx Corp 15053.4K $
141Regeneron Pharmaceuticals, Inc. 6953.3K $
142Neurocrine Biosciences Inc 40253K $
143Vertiv Holdings Co 20751.9K $
144ITT Inc 26750.9K $
145TJX Cos Inc/The 31750.6K $
146Invesco QQQ Trust Series 1 8750.2K $
147AGNC Investment Corp 5,00050.2K $
148JB Hunt Transport Services Inc 23650K $
149Equinix Inc 5150K $
150Copart Inc 1,50149.8K $
151Teradyne Inc 16849.8K $
152General Dynamics Corp 14449.4K $
153MarketAxess Holdings Inc 29949.3K $
154Stryker Corp 14447.3K $
155Ishares Gold Trust Micro 99646.5K $
156Eli Lilly & Co 5046.4K $
157State Street Spdr Dow Jones Industrial Average Etf Trust 10046.3K $
158Cigna Group/The 17346.1K $
159Snap Inc 10,00046K $
160Western Digital Corp 17046K $
161RTX Corp 23845.9K $
162Masimo Corp 24844.1K $
163Energy Transfer LP 2,26443.7K $
164Palantir Technologies Inc 29443K $
165General Mills, Inc. 1,15342.9K $
166T-Mobile US Inc 20242.4K $
167Baldwin Insurance Group Inc/The 1,93142.4K $
168iShares Silver Trust 62042.2K $
169Expand Energy Corp 37941.6K $
170Match Group Inc 1,34341.2K $
171Iron Mountain Inc 40141K $
172Oklo Inc 82140.7K $
173Best Buy Co Inc 62840.3K $
174Parker-Hannifin Corp 4540.3K $
175Chewy Inc 1,49240.3K $
176Fortinet Inc 48940K $
177General Motors Co 53539.9K $
178Dow Inc 95039.6K $
179First Solar Inc 20039.5K $
180Lockheed Martin Corp 6539.3K $
181Five Below Inc 17139.1K $
182Reinsurance Group of America Inc 19139K $
183Cisco Systems, Inc. 49538.4K $
184McKesson Corp 4438.1K $
185United Therapeutics Corp 6438K $
186Cummins Inc 7037.7K $
187Fidelity Wise Origin Bitcoin Fund 63737.6K $
188Citizens Financial Group Inc 62537.5K $
189Intuit Inc 8637.2K $
190TD SYNNEX Corp 22037.1K $
191Prosperity Bancshares Inc 55036.9K $
192Molina Healthcare Inc 27636.8K $
193Manhattan Associates Inc 27536.6K $
194Aramark 89336.2K $
195Lam Research Corp 16936.1K $
196VanEck Merk Gold ETF 80036K $
197Tyson Foods Inc 55535.6K $
198SiteOne Landscape Supply Inc 26435.1K $
199Boston Scientific Corp 55634.9K $
200eBay Inc 38034.6K $