Titelia

Holdings of Wealthspire Advisors, LLC

809 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 50.2 % of the equity sleeve

Sector breakdown

  • Funds 30.9 %
  • Technology 3.0 %
  • Financials 2.0 %
  • Communication 1.3 %
  • Consumer discretionary 1.2 %
  • Health care 0.8 %
  • Consumer staples 0.7 %
  • Industrials 0.6 %
  • Energy 0.3 %
  • Utilities 0.2 %
  • Materials 0.1 %
  • Unattributed 58.9 %

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 %
  • GB 0.0 %
  • TW 0.0 %
  • MX 0.0 %
  • NL 0.0 %
  • ES 0.0 %
  • DK 0.0 %
  • KY 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US79411.9B $99.92 %
2GB74.2M $0.04 %
3TW12.3M $0.02 %
4MX21.2M $0.01 %
5NL11.1M $0.01 %
6ES2499.2K $0.00 %
7DK1459.6K $0.00 %
8KY186K $0.00 %

Positions

RankCompanySharesValueWeight
401Gabelli Funds 147,092823.7K $
402iShares MSCI USA Momentum Factor ETF 3,418820.3K $
403iShares Core MSCI International Developed Markets ETF 9,804819.3K $
404iShares Trust 9,451819.3K $
405iShares iBonds Dec 2027 Term C 33,745818K $
406Jpmorgan Core Plus Bond Etf 16,805791.2K $
407Alibaba Group Holding Ltd 6,267786.3K $
408Yum! Brands Inc 5,017780.1K $
409Kratos Defense & Security Solutions, Inc. 11,030777.7K $
410VANGUARD ADMIRAL FDS INC 6,799777.2K $
411Select Sector Spdr Trust 9,448774.5K $
412Labcorp Holdings Inc 2,892771.7K $
413McKesson Corp 883764K $
414Invesco S&P 500 Low Volatility 10,423762.3K $
415ServiceNow Inc 7,285761.6K $
416iShares Trust 11,694757.5K $
417Intuit Inc 1,746754.9K $
418Ameriprise Financial Inc 1,698754.4K $
419Sterling Infrastructure Inc 1,846751.8K $
420iShares Ethereum Trust ETF 46,997744K $
421Global X Funds 9,980737.9K $
422Elanco Animal Health Inc 30,824737.6K $
423Cintas Corp 4,360737.5K $
424Vanguard FTSE All World ex-US 5,058737.4K $
425ProShares Trust 17,394725K $
426Entergy Corp 6,442723.8K $
427TransDigm Group Inc 623722K $
428Texas Pacific Land Corp 1,519721K $
429AUTHID INC 553,604719.7K $
430iShares MSCI EAFE Small-Cap ETF 9,172719.2K $
431Ishares Inc 3,961713.1K $
432State Street SPDR S&P International Small Cap ETF 16,885713.1K $
433Airbnb Inc 5,587705.5K $
434MetLife Inc 9,923701.7K $
435iShares MSCI Global Min Vol Factor ETF 5,816695K $
436General Mills, Inc. 18,545690.3K $
437Dimensional International Core 19,284685.2K $
438United Parcel Service Inc 6,890677.9K $
439Dillard's Inc 1,183676.8K $
440iShares Russell Top 200 Growth 2,670664.3K $
441Essential Utilities Inc 16,487663.9K $
442Alliant Energy Corp 9,197660K $
443Kimberly-Clark Corp 6,821658K $
444SGI Enhanced Market Leaders ET 21,420656.7K $
445Invesco S&P 500 High Dividend Low Volatility ETF 13,218655.7K $
446Amphenol Corp 5,187655.4K $
447iShares Select U.S. REIT ETF 10,551653K $
448iShares Trust 12,786651.4K $
449iShares Trust 6,365650.8K $
450AutoZone Inc 192648.5K $
451SELECT SECTOR SPDR TRUST (THE) 5,846648.1K $
452Vanguard Financials ETF 5,364648.1K $
453iShares MSCI USA Min Vol Factor ETF 6,964645.9K $
454UGI Corp 17,718645.3K $
455AST SpaceMobile Inc 7,784645.1K $
456iShares Core S&P U.S. Growth ETF 4,134641.3K $
457BlackRock ETF Trust II 12,141630.5K $
458Fiserv Inc 11,287629.8K $
459RPM International Inc 6,333629.5K $
460MercadoLibre Inc 363627.6K $
461First Trust NASDAQ Cybersecuri 10,008627.3K $
462Citizens Financial Group Inc 10,361621.3K $
463Bank of Marin Bancorp 24,231621K $
464Pinterest Inc 33,795619.8K $
465Unilever PLC 10,742612K $
466Ford Motor Co 52,763608.9K $
467Donaldson Co Inc 7,169608.4K $
468Seacoast Banking Corp of Florida 20,064607.7K $
469iShares Preferred and Income S 19,980605.8K $
470Global X SuperDividend ETF 23,804601.3K $
471iShares Trust 5,286600.5K $
472Air Products and Chemicals Inc 2,052596K $
473Chain Bridge Bancorp Inc 17,000593.3K $
474J P Morgan Exchange Traded Fund Trust 10,602588.6K $
475Direxion Shares ETF Trust 3,180588K $
476Fair Isaac Corp 548585K $
477Intuitive Surgical Inc 1,266583.6K $
478L3Harris Technologies Inc 1,689583K $
479Eagle Bancorp Inc 23,404582.1K $
480SPDR SERIES TRUST 6,123579.1K $
481LINKBANCORP Inc 69,039575.8K $
482Global X Lithium & Battery Tec 7,680571K $
483AES Corp/The 40,464570.1K $
484Global X Funds 7,923561.3K $
485iShares Core U.S. REIT ETF 9,462560.1K $
486Diageo PLC 7,499558.3K $
487iShares Trust 4,014555.4K $
488Target Corp 4,579554.9K $
489Kroger Co/The 7,639552.7K $
490Booking Holdings Inc 130547.8K $
491Xtrackers MSCI EAFE Hedged Equ 11,064546.6K $
492iShares Trust 7,225545.4K $
493KLA Corp 369543.3K $
494Dynex Capital Inc 41,962535.4K $
495American Tower Corp 3,091533.5K $
496State Street SPDR S&P 600 Smal 5,507532.1K $
497SPDR SERIES TRUST 2,926532.1K $
498T Rowe Price Group Inc 5,881530.1K $
499BlackRock Enhanced Equity Dividend Trust 60,625522.6K $
500iShares International Equity Factor ETF 13,258516.5K $