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
501Grayscale Bitcoin Mini Trust E 17,141514.1K $
502Dick's Sporting Goods Inc 2,587513K $
503Energy Transfer LP 26,291507.4K $
504BlackRock Enhanced Large Cap Core Fund Inc 24,115506.9K $
505iShares Trust 6,298501.1K $
506J P Morgan Exchange Traded Fund Trust 7,262500.4K $
507ONE Gas Inc 5,802499.7K $
508Oshkosh Corp 3,392499.3K $
509Dimensional U S Targeted Value ETF 7,911494K $
510iShares 0-5 Year TIPS Bond ETF 4,746490.9K $
511Blackstone Secured Lending Fund 20,542486.6K $
512iShares iBoxx USD Investment Grade Corporate Bond ETF 4,460486.1K $
513International Paper Co 13,603485.6K $
514Westinghouse Air Brake Technologies Corp 1,942485.3K $
515Dimensional International Smal 14,395484.7K $
516McCormick & Co Inc/MD 9,565482.5K $
517SL Green Realty Corp 13,030481.3K $
518FIDELITY COVINGTON TRUST 2,288476K $
519Invesco Emerging Markets Sovereign Debt ETF 22,679474K $
520BP PLC 10,084473.9K $
521GSK PLC 8,583473.7K $
522Intercontinental Exchange Inc 3,006472.8K $
523Cardinal Health, Inc. 2,219468.9K $
524Marsh & McLennan Cos Inc 2,700468.3K $
525State Street SPDR Portfolio Developed World ex-US ETF 10,254468.1K $
526INVESCO EXCHANGE-TRADED FUND TRUST II 1,963466.3K $
527Agree Realty Corp 6,181465.9K $
528HEICO Corp 1,695464.9K $
529PayPal Holdings Inc 10,216462.1K $
530Employers Holdings Inc 11,217461.5K $
531Howard Hughes Holdings Inc 7,277460.3K $
532Novo Nordisk A/S 12,505459.6K $
533Kinder Morgan, Inc. 13,644457.5K $
534iShares Trust 3,852456.8K $
535DTE Energy Co 3,105454K $
536Eagle Financial Services Inc 12,873450.3K $
537Host Hotels & Resorts Inc 23,493450.1K $
538Regal Rexnord Corp 2,387447K $
539iShares Trust 4,456445.5K $
540FVCBankcorp Inc 29,302445.1K $
541ISHARES TRUST 2,523443.8K $
542iShares Morningstar Growth ETF 4,633442.4K $
543iShares Dow Jones U.S. ETF 2,786441.4K $
544iShares Expanded Tech Sector ETF 3,714440.1K $
545Iron Mountain Inc 4,284437.6K $
546Sempra 4,495436.8K $
547WisdomTree Trust 6,454433.8K $
548iShares Core MSCI Europe ETF 6,165433.2K $
549Church & Dwight Co Inc 4,634432.4K $
550FNB Corp/PA 25,783431.1K $
551GE HealthCare Technologies Inc 6,001427.1K $
552Markel Group Inc 223426.8K $
553Bluerock Total Incom 25,671426.4K $
554Vanguard Scottsdale Funds 4,241424.8K $
555Louisiana-Pacific Corp 5,804422.2K $
556ISHARES INC 3,610418.9K $
557Sony Group Corp 20,212418.4K $
558Tidal Trust I 17,491417.5K $
559JPMorgan BetaBuilders Canada E 4,434417.1K $
560Cigna Group/The 1,560416.1K $
561Occidental Petroleum Corp 6,351412.8K $
562Planet Labs PBC 14,689410.6K $
563IDACORP Inc 2,871410.5K $
564WW Grainger Inc 375409.1K $
565AMETEK Inc 1,908408.9K $
566Block Inc 6,780408K $
567BWX Technologies Inc 1,994407.8K $
568Applied Digital Corp 17,027404.2K $
569Cheniere Energy Inc 1,419402.7K $
570Weyerhaeuser Co 16,470402.4K $
571Reddit Inc 2,986402.1K $
572Materion Corp 2,765400K $
573Vertex Pharmaceuticals Inc 895399.7K $
574Ross Stores Inc 1,839398.4K $
575CACI International Inc 721392.1K $
576iShares MSCI Pacific ex Japan ETF 7,339390K $
577Cloudflare Inc 1,882388.3K $
578Sprott Funds Trust 6,142387.9K $
579Evercore Inc 1,299387.8K $
580Vanguard World Fund 2,156387.7K $
581Ubiquiti Inc 490387.2K $
582Toll Brothers Inc 2,825385.5K $
583MSCI Inc 714385.1K $
584Raymond James Financial Inc 2,641382.3K $
585Ameren Corp 3,461380.4K $
586Rio Tinto PLC 4,035376.4K $
587Axon Enterprise Inc 885375.9K $
588Tyler Technologies Inc 1,089372.9K $
589Gilead Sciences Inc 2,674372.6K $
590iShares U.S. Real Estate ETF 3,940372.6K $
591Prudential Financial, Inc. 3,774368.7K $
592Vanguard FTSE Pacific ETF 3,764367.9K $
593General Motors Co 4,937367.8K $
594Quest Diagnostics Inc 1,872366.9K $
595SLR Investment Corp 25,584366.1K $
596Mueller Water Products Inc 13,307365.8K $
597W R Berkley Corp 5,509365.1K $
598ACNB Corp 7,617364.6K $
599Public Service Enterprise Group Inc 4,477362.4K $
600VANGUARD WORLD FUND 1,009362.1K $