Titelia

Holdings of Dynasty Wealth Management, LLC

295 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 54.5 % of the equity sleeve

Sector breakdown

  • Funds 19.7 %
  • Technology 1.2 %
  • Financials 0.6 %
  • Communication 0.4 %
  • Industrials 0.4 %
  • Health care 0.3 %
  • Consumer discretionary 0.3 %
  • Consumer staples 0.2 %
  • Energy 0.1 %
  • Utilities 0.1 %
  • Materials 0.1 %
  • Unattributed 76.7 %

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 99.7 %
  • GB 0.1 %
  • NL 0.1 %
  • ES 0.0 %
  • JP 0.0 %
  • AU 0.0 %
  • BE 0.0 %
  • LU 0.0 %
  • IT 0.0 %
  • HK 0.0 %
  • IL 0.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2609.8B $99.71 %
2GB129.8M $0.10 %
3NL55.9M $0.06 %
4ES33.4M $0.03 %
5JP52M $0.02 %
6AU21.7M $0.02 %
7BE11.6M $0.02 %
8LU21.5M $0.02 %
9IT11.4M $0.01 %
10HK1459.5K $0.00 %
11IL1323.9K $0.00 %
12TW1253K $0.00 %

Positions

RankCompanySharesValueWeight
201NextEra Energy Inc 5,650524.8K $
202Argenx SE 669488.5K $
203iShares Trust 10,476487.3K $
204Live Nation Entertainment Inc 3,166482.8K $
205Burlington Stores Inc 1,475479.9K $
206Costco Wholesale Corp 480478.5K $
207Coinbase Global Inc 2,731476.9K $
208Toyota Motor Corp 2,303474.6K $
209Vertex Pharmaceuticals Inc 1,049468.4K $
210Crowdstrike Holdings Inc 1,197467.3K $
211Futu Holdings Ltd 3,360459.5K $
212Adobe Inc 1,826443.9K $
213XPO Inc 2,274442.4K $
214Colgate-Palmolive Co 5,169440.5K $
215Houlihan Lokey Inc 3,031435.4K $
216Cava Group Inc 5,368434.3K $
217IQVIA Holdings Inc 2,508427.7K $
21810X Genomics Inc 19,919422.9K $
219Apollo Global Management Inc 3,763419.3K $
220UnitedHealth Group Inc 1,541417K $
221Alnylam Pharmaceuticals Inc 1,234408.3K $
222Quanta Services Inc 727399.3K $
223Sherwin-Williams Co/The 1,242398K $
224Rio Tinto PLC 4,245396K $
225Steel Dynamics Inc 2,144386K $
226Unity Software Inc 17,477383.4K $
227Datadog Inc 3,248383.4K $
228QUALCOMM Inc 2,971382.6K $
229Texas Pacific Land Corp 802380.6K $
230Dutch Bros Inc 7,262367.9K $
231Grifols SA 45,661366.2K $
232Unilever PLC 6,393364.2K $
233National Grid PLC 4,302364K $
234Targa Resources Corp 1,436359.9K $
235Walmart Inc 2,881358K $
2363M Co 2,450355.9K $
237Trade Desk Inc/The 15,669355.5K $
238ROBLOX Corp 6,152348K $
239BlackRock ETF Trust II 6,702347.4K $
240MKS Inc 1,510347K $
241Sumitomo Mitsui Financial Group Inc 17,478345.2K $
242Vodafone Group PLC 22,807342.6K $
243Rubrik Inc 6,871336.5K $
244Vanguard Small-Cap ETF 1,272333.1K $
245Everpure Inc 5,581329.5K $
246Nice Ltd 2,938323.9K $
247NatWest Group PLC 21,166315.4K $
248Tenet Healthcare Corp 1,660313.3K $
249iShares Trust 2,088308.1K $
250Sunbelt Rentals Holdings Inc 4,712306.7K $
251Snowflake Inc 2,019304.5K $
252Nomura Holdings Inc 38,510303.8K $
253Sarepta Therapeutics Inc 13,805300.4K $
254Koninklijke Philips NV 10,895298.5K $
255Monster Beverage Corp 4,096296.8K $
256Prudential PLC 10,374294.9K $
257RTX Corp 1,511291.5K $
258Berkshire Hathaway Inc 608291.4K $
259Fastenal Co 6,122284K $
260TopBuild Corp 807283.5K $
261Union Pacific Corp 1,161281.8K $
262Blackstone Inc 2,380273.7K $
263Freeport-McMoRan Inc 4,585269.5K $
264Carvana Co 4,285269.4K $
265Twilio Inc 2,097263.8K $
266Exxon Mobil Corp 1,505255.4K $
267Palo Alto Networks Inc 1,581253.5K $
268Taiwan Semiconductor Manufacturing Co Ltd 749253K $
269iShares Global Infrastructure ETF 3,741250.6K $
270Caterpillar Inc 353249.8K $
271SoFi Technologies Inc 15,575247.3K $
272Gartner Inc 1,534242.9K $
273iShares MSCI Global Gold Miners ETF 3,072242.6K $
274Reddit Inc 1,788240.8K $
275Insmed Inc 1,422232.5K $
276Roper Technologies Inc 651230.3K $
277Lumentum Holdings Inc 325228.4K $
278Toast Inc 8,423223.3K $
279Boeing Co/The 1,118222.5K $
280Doximity Inc 9,504221.4K $
281Lockheed Martin Corp 365220.4K $
282PepsiCo Inc 1,390215.9K $
283Sony Group Corp 10,222211.6K $
284STMicroelectronics NV 6,020208K $
285Regan Floating Rate MBS ETF 8,000204.1K $
286ResMed Inc 907203.6K $
287Salesforce Inc 1,091203.6K $
288Astera Labs Inc 1,857203.5K $
289Smith & Nephew PLC 6,335201.3K $
290Mizuho Financial Group Inc 25,349201.3K $
291Rocket Lab Corp 3,127200.8K $
292Takeda Pharmaceutical Co Ltd 10,533195.1K $
293Lyft Inc 13,079174K $
294Aegon Ltd 20,846151.3K $
295UWM Holdings Corp 22,45881.3K $