Titelia

Holdings of WealthPLAN Partners, LLC

194 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 36.1 % of the equity sleeve

Sector breakdown

  • Technology 14.4 %
  • Financials 9.8 %
  • Funds 6.4 %
  • Consumer discretionary 4.6 %
  • Industrials 4.3 %
  • Consumer staples 4.1 %
  • Health care 3.9 %
  • Communication 3.6 %
  • Materials 1.4 %
  • Energy 0.9 %
  • Real estate 0.5 %
  • Utilities 0.2 %
  • Unattributed 46.1 %

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 99.9 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US193463.1M $99.89 %
2TW1495.8K $0.11 %

Positions

RankCompanySharesValueWeight
1Apple Inc 156,42339.7M $
2Berkshire Hathaway Inc 66,60331.9M $
3iShares Core S&P 500 ETF 31,51620.6M $
4iShares Core Dividend Growth ETF 215,15015.1M $
5FT Vest Laddered Buffer ETF 335,65711.3M $
6Invesco QQQ Trust Series 1 19,42211.2M $
7NVIDIA Corp 58,87110.3M $
8Amazon.com Inc 47,0609.8M $
9Vanguard Total Stock Market ETF 29,1259.3M $
10Costco Wholesale Corp 7,9767.9M $
11Avantis Emerging Markets Equity ETF 91,1967.3M $
12iShares Trust 61,3416.9M $
13Vanguard High Dividend Yield E 45,8436.8M $
14PGIM ETF Trust 119,8726.1M $
15J P Morgan Exchange Traded Fund Trust 92,5845.9M $
16Pacer Funds Trust 93,2045.8M $
17Schwab US Dividend Equity ETF 186,9885.7M $
18JPMorgan Chase & Co 18,9625.6M $
19Alphabet Inc 18,9665.4M $
20Microsoft Corp 14,0355.2M $
21SPDR Series Trust 67,1805.1M $
22Walmart Inc 40,2105M $
23First Trust Exchange-Traded Fund III 70,2014.9M $
24Union Pacific Corp 20,2174.9M $
25Casey's General Stores Inc 6,6944.9M $
26Chevron Corp 21,8954.5M $
27Schwab U.S. Aggregate Bond ETF 191,8834.5M $
28Johnson & Johnson 17,3854.2M $
29iShares Trust 19,5854.1M $
30SPDR Series Trust 39,0183.8M $
31Alphabet Inc 13,2033.8M $
32AbbVie Inc 17,0153.7M $
33BlackRock ETF Trust 57,8023.4M $
34VanEck Morningstar Wide Moat ETF 32,1743.1M $
35Meta Platforms Inc 5,3253M $
36Exxon Mobil Corp 17,7813M $
37Wisdomtree Trust 41,9322.9M $
38iShares Core U.S. Aggregate Bond ETF 28,2502.8M $
39T. Rowe Price Capital Appreciation Equity ETF 78,7932.8M $
40McKesson Corp 3,1572.7M $
41PepsiCo Inc 17,5912.7M $
42Pacer Developed Markets Intern 62,4882.7M $
43iShares Trust 56,0722.6M $
44Emerson Electric Co. 19,0072.5M $
45Lincoln Electric Holdings Inc 9,9802.5M $
46Albemarle Corp 13,7572.5M $
47VanEck IG Floating Rate ETF 95,8592.4M $
48Realty Income Corp 39,8972.4M $
49International Business Machines Corp. 9,9632.4M $
50Franklin Senior Loan ETF 103,9212.4M $
51Verizon Communications Inc 47,5802.4M $
52Amgen Inc 6,7802.4M $
53Jpmorgan Core Plus Bond Etf 50,5832.4M $
54MSC Industrial Direct Co Inc 25,7712.4M $
55JPMorgan International Research Enhanced Equity ETF 31,2602.4M $
56Buckle Inc/The 46,4282.3M $
57Tyson Foods Inc 35,8442.3M $
58Tesla Inc 6,1172.3M $
59State Street Health Care Select Sector SPDR ETF 15,4932.3M $
60Cullen/Frost Bankers Inc 16,3422.2M $
61Regan Floating Rate MBS ETF 85,1792.2M $
62Nucor Corp 12,5422.1M $
63Graco Inc 24,7842.1M $
64J.P. MORGAN EXCHANGE-TRADED FUND TRUST 31,7462.1M $
65iShares Trust 29,8812M $
66Select Sector Spdr Trust 40,5822M $
67Lockheed Martin Corp 3,3102M $
68iShares MBS ETF 20,8202M $
69J.P. MORGAN EXCHANGE-TRADED FUND TRUST 27,3882M $
70JPMorgan Active Growth ETF 22,9531.9M $
71Texas Instruments Inc 9,9071.9M $
72Innovator U.S. Equity Buffer E 38,2101.8M $
73iShares Trust 78,5801.8M $
74Mastercard Inc 3,5511.8M $
75Air Products and Chemicals Inc 5,8531.7M $
76RPM International Inc 16,3051.6M $
77iShares Trust 8,4031.6M $
78Genuine Parts Co 15,2181.6M $
79Dover Corp 7,7191.6M $
80SPDR Gold Shares 3,6941.6M $
81Invesco S&P 500 Momentum ETF 13,9321.6M $
82iShares Core MSCI EAFE ETF 16,9881.5M $
83iShares Trust 20,4181.5M $
84Home Depot Inc/The 4,6051.5M $
85BlackRock ETF Trust 40,2371.5M $
86Berkshire Hathaway Inc 21.4M $
87iShares Core MSCI Emerging Markets ETF 19,4861.4M $
88Thermo Fisher Scientific Inc 2,6571.3M $
89Brown & Brown Inc 19,9921.3M $
90iShares Trust 25,3301.3M $
91Visa Inc 4,1891.3M $
92Broadcom Inc 3,9101.2M $
93BlackRock ETF Trust II 23,0841.2M $
94Caterpillar Inc 1,6771.2M $
95Main Street Capital Corp. 22,4131.2M $
96BlackRock ETF Trust 28,3801.2M $
97Innovator U.S. Equity Power Bu 26,4931.1M $
98Deere & Co 2,0271.1M $
99JPMorgan Flexible Debt ETF 22,2361.1M $
100Global X Funds 15,4841.1M $