Titelia

Holdings of Financial Insights, Inc.

110 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 61.6 % of the equity sleeve

Sector breakdown

  • Technology 12.5 %
  • Financials 3.4 %
  • Funds 2.1 %
  • Consumer discretionary 2.1 %
  • Consumer staples 1.5 %
  • Communication 1.0 %
  • Industrials 0.8 %
  • Health care 0.7 %
  • Energy 0.5 %
  • Real estate 0.1 %
  • Unattributed 75.2 %

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
1US110282.6M $100.00 %

Positions

RankCompanySharesValueWeight
1SPDR Series Trust 535,43141M $
2Schwab US Dividend Equity ETF 941,05028.9M $
3Xtrackers MSCI EAFE Hedged Equ 396,70119.6M $
4Microsoft Corp 45,62616.9M $
5Invesco QQQ Trust Series 1 27,88916.1M $
6Apple Inc 49,31312.5M $
7SPDR Series Trust 251,18612.1M $
8Vanguard Growth ETF 27,65612.1M $
9State Street SPDR Portfolio Emerging Markets ETF 161,4697.6M $
10Berkshire Hathaway Inc 15,4917.4M $
11Vanguard FTSE Developed Markets ETF 92,7575.9M $
12Vanguard Small-Cap ETF 21,1105.5M $
13VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 22,3574.8M $
14SELECT SECTOR SPDR TRUST (THE) 32,8754.4M $
15State Street SPDR Portfolio Developed World ex-US ETF 93,8124.3M $
16Vanguard Large-Cap ETF 12,2843.7M $
17Amazon.com Inc 15,6303.3M $
18Dimensional ETF Trust 78,1953M $
19NVIDIA Corp 16,4622.9M $
20Vanguard Total Stock Market ETF 8,8702.8M $
21WisdomTree Trust 49,5512.6M $
22Costco Wholesale Corp 2,6032.6M $
23Vanguard Mid-Cap ETF 8,5422.5M $
24iShares National Muni Bond ETF 21,9912.3M $
25iShares Core Dividend Growth ETF 33,0102.3M $
26TCW Transform Systems ETF 22,8482.2M $
27Vanguard High Dividend Yield E 14,0682.1M $
28Vanguard FTSE All-World ex-US ETF 24,2381.8M $
29iShares ESG MSCI KLD 400 ETF 14,1511.7M $
30Vanguard International Equity Index Funds 31,6711.7M $
31iShares Trust 7,2371.4M $
32iShares Preferred and Income S 44,7661.4M $
33SPDR SERIES TRUST 6,9511.2M $
34Cohen & Steers Preferred and I 47,9771.2M $
35iShares Core S&P 500 ETF 1,8751.2M $
36Exxon Mobil Corp 7,1551.2M $
37Broadcom Inc 3,8501.2M $
38Select Sector Spdr Trust 7,1481.2M $
39Dimensional U S Small Cap ETF 15,9791.1M $
40SPDR Series Trust 17,8181M $
41State Street SPDR ICE Preferre 32,095989.8K $
42iShares Core S&P Mid-Cap ETF 14,573984.1K $
43Starbucks Corp 10,827970K $
44Vanguard S&P 500 ETF 1,612963.3K $
45Alphabet Inc 3,242932.3K $
46Vanguard Information Technology ETF 1,213846.3K $
47Johnson & Johnson 3,348818.4K $
48PIMCO Multisector Bond Active 30,607801.9K $
49State Street SPDR Portfolio S& 16,990773.4K $
50JPMorgan Chase & Co 2,487731.6K $
51Visa Inc 2,390722.4K $
52Eli Lilly & Co 783720.2K $
53McDonald's Corp. 2,292712.3K $
54iShares Russell 1000 Growth ETF 1,649703.1K $
55Wells Fargo & Co 8,755697K $
56iShares Core S&P Small-Cap ETF 5,594695.4K $
57Walmart Inc 5,576693K $
58Vanguard Whitehall Funds 7,008660.4K $
59iShares Trust 3,078657.7K $
60Sound Financial Bancorp Inc 14,897651.1K $
61Chevron Corp 3,122645.9K $
62GE Vernova Inc 709618.9K $
63Invesco S&P 500 High Dividend Low Volatility ETF 12,350612.7K $
64Alphabet Inc 2,059590.8K $
65Netflix Inc 5,670545.2K $
66iShares Trust 3,922502.5K $
67Applied Materials Inc 1,455497.3K $
68Vanguard Value ETF 2,505491.5K $
69Meta Platforms Inc 856489.7K $
70Cisco Systems, Inc. 6,220482.6K $
71SPDR Gold Shares 1,110477.6K $
72Dimensional ETF Trust 6,631470.2K $
73abrdn Physical Gold Shares ETF 10,318460.4K $
74Advanced Micro Devices Inc 2,225452.6K $
75Coca-Cola Co/The 5,832443.5K $
76AbbVie Inc 2,038443.3K $
77Vanguard Index Funds 1,449438K $
78Tesla Inc 1,119416K $
79iShares MSCI EAFE ETF 4,158403.9K $
80iShares Trust 3,526398.8K $
81Vanguard World Fund 1,417385.9K $
82Caterpillar Inc 529374.7K $
83Procter & Gamble Co/The 2,549368.2K $
84iShares ESG Aware MSCI EAFE ETF 3,753358.9K $
85iShares Core High Dividend ETF 2,527343K $
86PIMCO ETF TR 3,478333.2K $
87Verizon Communications Inc 6,237313.1K $
88Vanguard Real Estate ETF 3,434304.6K $
89Boeing Co/The 1,514301.4K $
90SBA Communications Corp 1,750301.2K $
91RTX Corp 1,527294.6K $
92Home Depot Inc/The 875287.8K $
93International Business Machines Corp. 1,183286.7K $
94VanEck Semiconductor ETF 736282.2K $
95iShares Expanded Tech Sector ETF 2,279270.1K $
96ALPS ETF Trust 5,010263.7K $
97TJX Cos Inc/The 1,623259.2K $
98State Street SPDR S&P Dividend ETF 1,714250.1K $
99Waste Management Inc 1,080248.2K $
100American Century ETF Trust 2,237247.1K $