Titelia

Holdings of Legacy Wealth Partners, LLC

161 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 56.4 % of the equity sleeve

Sector breakdown

  • Funds 25.8 %
  • Technology 4.3 %
  • Health care 0.9 %
  • Financials 0.9 %
  • Consumer staples 0.6 %
  • Consumer discretionary 0.6 %
  • Industrials 0.6 %
  • Communication 0.6 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Unattributed 65.4 %

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
1US161384.4M $100.00 %

Positions

RankCompanySharesValueWeight
101Cintas Corp 2,335394.9K $
102iShares Russell Mid-Cap Value 2,708394.7K $
103International Business Machines Corp. 1,610390.3K $
104iShares Preferred and Income S 12,471378.1K $
105Visa Inc 1,251378.1K $
106Vanguard Index Funds 2,045376.9K $
107iShares Trust 3,980370.7K $
108iShares MSCI USA Momentum Factor ETF 1,539369.3K $
109iShares Trust 3,122362.5K $
110Lam Research Corp 1,691361.3K $
111Chevron Corp 1,733358.6K $
112Altria Group, Inc. 5,341352.5K $
113SPDR Series Trust 3,760344.6K $
114Walmart Inc 2,758342.8K $
115Mitsubishi UFJ Financial Group Inc 20,154342K $
116BlackRock ETF Trust 8,287340.3K $
117General Electric Co 1,194338.8K $
118Mastercard Inc 678338.8K $
119Vanguard Mid-Cap Growth ETF 1,312337.6K $
120Invesco BulletShares 2034 Corp 16,304337.5K $
121Invesco BulletShares 2030 Corp 20,110336.2K $
122iShares Trust 5,178335.4K $
123Invesco BulletShares 2032 Corp 16,281335.2K $
124Invesco Bulletshares 2031 Corp 20,152331.7K $
125Invesco BulletShares 2033 Corp 15,578329.5K $
126McDonald's Corp. 1,026318.9K $
127Advanced Micro Devices Inc 1,561317.6K $
128State Street SPDR Bloomberg 1-10 Year TIPS ETF 16,445315.6K $
129AT&T Inc 10,873315.2K $
130KLA Corp 210309.2K $
131SPDR Series Trust 4,038309.1K $
132SPDR Bloomberg Emerging Markets Local Bond ETF 14,938308.3K $
133iShares Bitcoin Trust ETF 7,885302.9K $
134BlackRock ETF Trust II 5,816302K $
135Duke Energy Corp 2,305301.8K $
136Home Depot Inc/The 897295.1K $
137Alphabet Inc 1,027294.6K $
138iShares Defense Industrials Ac 8,791287.6K $
139Proshares Trust II 4,662286.5K $
140Ishares Gold Trust 3,196281.8K $
141American Century Focused Large Cap Value ETF 3,658280.6K $
142GE Vernova Inc 321280.2K $
143Schwab U.S. Large-Cap ETF 10,761275.9K $
144Invesco Variable Rate Investment Grade ETF 10,239256.3K $
145Coca-Cola Co/The 3,361255.6K $
146TJX Cos Inc/The 1,514241.8K $
147FedEx Corp 651232K $
148Cisco Systems, Inc. 2,942228.3K $
149HCA Healthcare Inc 475224.8K $
150iShares U.S. Financials ETF 1,855218.3K $
151PepsiCo Inc 1,397216.9K $
152VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,002215.5K $
153Vanguard Intermediate-Term Corporate Bond ETF 2,575213K $
154JPMorgan Ultra-Short Income ETF 4,202212.7K $
155HSBC Holdings PLC 2,565211.6K $
156iShares U.S. Technology ETF 1,151208.8K $
157Applied Materials Inc 600205.1K $
158Pfizer Inc 7,281204.4K $
159Ford Motor Co 11,510132.8K $
160Talkspace Inc 15,52780.4K $
161Tenaya Therapeutics Inc 14,0849.8K $