Titelia

Holdings of VESTIA PERSONAL WEALTH ADVISORS

80 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 70.3 % of the equity sleeve

Sector breakdown

  • Funds 6.3 %
  • Technology 3.8 %
  • Communication 1.3 %
  • Consumer staples 1.1 %
  • Consumer discretionary 1.0 %
  • Health care 0.8 %
  • Industrials 0.6 %
  • Financials 0.4 %
  • Energy 0.3 %
  • Unattributed 84.2 %

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
1US80168.2M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional International Value ETF 374,79419.8M $
2Dimensional ETF Trust 603,95719.7M $
3Dimensional International Core 574,81518.2M $
4DFA Dimensional US Marketwide Value ETF 249,58912.1M $
5Dimensional U S Targeted Value ETF 185,26011.6M $
6Vanguard S&P 500 ETF 16,80910M $
7Dimensional U S Small Cap ETF 116,5898.3M $
8DFA Dimensional National Municipal Bond ETF 147,7717.1M $
9Dimensional ETF Trust 165,8695.9M $
10Dimensional Emerging Markets V 167,9115.6M $
11Dimensional ETF Trust 65,7774.7M $
12Dimensional International Smal 98,9373.9M $
13Apple Inc 10,2622.6M $
14Dimensional International Smal 55,9071.9M $
15Dimensional ETF Trust 74,6241.8M $
16Dimensional ETF Trust 36,6751.5M $
17NVIDIA Corp 8,5811.5M $
18Innovator US Equity Accelerated ETF - Quarterly 34,5381.4M $
19Dimensional Inflation-Protecte 31,8401.3M $
20Dimensional ETF Trust 31,2571.2M $
21Fidelity Covington Trust 33,7131.2M $
22Amazon.com Inc 5,0251M $
23Microsoft Corp 2,8221M $
24Alphabet Inc 3,5461M $
25State Street SPDR S&P 500 ETF Trust 1,501976.2K $
26Dimensional ETF Trust 22,323820.6K $
27Caterpillar Inc 1,080764.8K $
28Tesla Inc 1,931717.7K $
29Johnson & Johnson 2,824690.2K $
30Vanguard Total Stock Market ETF 2,111677.3K $
31Eli Lilly & Co 726667.9K $
32Broadcom Inc 2,129658.9K $
33SPDR SERIES TRUST 6,825645.5K $
34SPDR Series Trust 11,318640.4K $
35iShares Trust 5,325629.7K $
36VanEck Uranium and Nuclear ETF 4,652619.6K $
37iShares Core S&P 500 ETF 932608.5K $
38State Street SPDR S&P International Small Cap ETF 13,910587.4K $
39State Street SPDR Portfolio S& 7,341580.3K $
40Innovator US Equity Accelerated 9 Buffer ETF - April 13,561530.8K $
41Exxon Mobil Corp 3,112528K $
42SPDR Index Shares Funds 13,580496.9K $
43Vanguard Small-Cap ETF 1,881492.8K $
44Chevron Corp 2,324480.8K $
45Vanguard Short-term Bond Etf 5,980468.9K $
46Meta Platforms Inc 736421.1K $
47Hershey Co/The 2,024420.8K $
48Alphabet Inc 1,459418.7K $
49SPDR Series Trust 80,823408.4K $
50Innovator US Equity Accelerated 9 Buffer ETF-October 12,277403.8K $
51Vanguard FTSE Developed Markets ETF 6,079389.5K $
52Innovator International Developed Power Buffer ETF - January 10,598384.5K $
53International Business Machines Corp. 1,586384.4K $
54Walmart Inc 3,011374.2K $
55VANGUARD SCOTTSDALE FUNDS 3,971371.9K $
56Berkshire Hathaway Inc 772369.9K $
57MPLX LP 6,420366.4K $
58JPMorgan Chase & Co 1,203353.8K $
59SELECT SECTOR SPDR TRUST (THE) 2,600345.5K $
60Netflix Inc 3,426329.4K $
61Dimensional ETF Trust 9,664327.2K $
62Vanguard Index Funds 1,490323.8K $
63Vanguard Value ETF 1,637321.1K $
64SPDR Series Trust 6,596318.7K $
65Coca-Cola Co/The 3,880295.5K $
66Costco Wholesale Corp 291290.2K $
67State Street SPDR Portfolio Emerging Markets ETF 6,077285.1K $
68iShares Trust 2,500282.8K $
69WisdomTree International SmallCap Dividend Fund 3,334271.7K $
70Procter & Gamble Co/The 1,760254.2K $
71Quanta Services Inc 462253.6K $
72Vanguard International Equity Index Funds 4,565246.7K $
73Oracle Corp 1,659244.1K $
74Innovator US Equity Accelerated 9 Buffer ETF - January 7,106222.3K $
75VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,027221K $
76iShares Core U.S. Aggregate Bond ETF 2,188217.2K $
77Colgate-Palmolive Co 2,422206.4K $
78ProShares Trust 154,444154.4K $
79FS Credit Opportunities Corp 17,33088.4K $
80InspireMD, Inc. 24,42539.8K $