Titelia

Holdings of 180 WEALTH ADVISORS, LLC

426 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 24.7 % of the equity sleeve

Sector breakdown

  • Technology 22.8 %
  • Consumer discretionary 6.0 %
  • Communication 5.4 %
  • Financials 4.9 %
  • Health care 4.6 %
  • Industrials 4.5 %
  • Consumer staples 3.5 %
  • Materials 2.7 %
  • Funds 1.8 %
  • Energy 1.6 %
  • Real estate 0.9 %
  • Utilities 0.4 %
  • Unattributed 40.8 %

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 97.2 %
  • TW 1.1 %
  • GB 0.6 %
  • AU 0.4 %
  • NL 0.2 %
  • BR 0.2 %
  • KY 0.1 %
  • DK 0.1 %
  • IL 0.1 %
  • JP 0.1 %
  • FI 0.0 %
  • FR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US405796.1M $97.19 %
2TW28.7M $1.06 %
3GB44.6M $0.56 %
4AU23M $0.37 %
5NL11.7M $0.20 %
6BR31.5M $0.18 %
7KY21.1M $0.14 %
8DK1809.4K $0.10 %
9IL2643.5K $0.08 %
10JP2547.9K $0.07 %
11FI1216.2K $0.03 %
12FR1214.9K $0.03 %

Positions

RankCompanySharesValueWeight
1Microsoft Corp 108,12140M $
2NVIDIA Corp 195,53034.1M $
3Apple Inc 99,69025.3M $
4Amazon.com Inc 100,63021M $
5Broadcom Inc 58,78018.2M $
6abrdn Physical Gold Shares ETF 316,42014.1M $
7iShares MSCI Global Gold Miners ETF 171,16013.5M $
8Blackrock Res & Commdities Strgy Tr 1,080,07413M $
9Vanguard International Equity Index Funds 216,02711.7M $
10Tesla Inc 30,61911.4M $
11ABRDN SILVER ETF TRUST 156,09311.2M $
12Alphabet Inc 38,76811.1M $
13Alphabet Inc 37,74910.8M $
14MannKind Corp 4,291,70310.5M $
15VanEck Gold Miners ETF/USA 111,08510.2M $
16Meta Platforms Inc 16,6999.6M $
17VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 43,7189.4M $
18Vanguard High Dividend Yield E 60,9349M $
19Taiwan Semiconductor Manufacturing Co Ltd 25,1758.5M $
20Walmart Inc 63,5997.9M $
21Dimensional ETF Trust 202,0447.9M $
22Costco Wholesale Corp 7,2207.2M $
23Twilio Inc 54,0186.8M $
24Select Sector Spdr Trust 107,4846.6M $
25GRAIL Inc 127,3476.6M $
26Vanguard International Dividend Appreciation ETF 71,2036.3M $
27iShares Global 100 ETF 51,6406.2M $
28Exxon Mobil Corp 35,9326.1M $
29Lam Research Corp 28,4906.1M $
30Amgen Inc 16,5445.8M $
31UiPath Inc 520,5525.8M $
32iShares Trust 74,0915.5M $
33JPMorgan Chase & Co 18,6035.5M $
34Berkshire Hathaway Inc 11,4165.5M $
35iShares Trust 53,2325.4M $
36Crowdstrike Holdings Inc 13,9195.4M $
37Merck & Co Inc 44,5545.4M $
38PNC Financial Services Group Inc/The 22,6404.7M $
39SPDR SERIES TRUST 42,6294.6M $
40Applied Materials Inc 13,0684.5M $
41Vanguard Whitehall Funds 46,0484.3M $
42Axon Enterprise Inc 10,1814.3M $
43Intel Corp 97,4384.3M $
44Dimensional U S Small Cap ETF 60,3014.3M $
45Illumina Inc 34,6174.3M $
46Snowflake Inc 27,6574.2M $
47QUALCOMM Inc 32,1704.1M $
48Charles Schwab Corp/The 43,8734.1M $
49Planet Labs PBC 146,9554.1M $
50Energy Transfer LP 211,7044.1M $
51Target Corp 32,7444M $
52Emerson Electric Co. 29,3773.8M $
53Chevron Corp 18,4003.8M $
54International Business Machines Corp. 15,1213.7M $
55Freeport-McMoRan Inc 62,0923.6M $
56Everpure Inc 59,8063.5M $
57VanEck Rare Earth and Strategi 39,4143.5M $
58Prologis Inc 26,2123.5M $
59PepsiCo Inc 22,2483.5M $
60Visa Inc 11,3683.4M $
61iShares MSCI China ETF 59,1663.3M $
62Templeton Dragon 312,6613.3M $
63Blackrock Inc 3,4453.3M $
64Symbotic Inc 59,6013.2M $
65Starbucks Corp 35,2233.2M $
66ARM Holdings PLC 20,5253.1M $
67Boeing Co/The 15,4933.1M $
68GE Vernova Inc 3,5063.1M $
69Goldman Sachs Group Inc/The 3,6163.1M $
70Vanguard S&P 500 ETF 5,0623M $
71Johnson & Johnson 12,2133M $
72Caterpillar Inc 4,1793M $
73iShares Core MSCI EAFE ETF 32,2822.9M $
74Dimensional ETF Trust 85,5732.9M $
75ISHARES TRUST 81,5122.9M $
76Vanguard Total Stock Market ETF 8,9672.9M $
77RTX Corp 14,4372.8M $
78iShares Trust 62,6512.7M $
79Lockheed Martin Corp 4,3962.7M $
80Newmont Corp 24,1342.6M $
81Salesforce Inc 13,8382.6M $
82Vanguard Index Funds 13,9992.6M $
83CoreWeave Inc 32,6712.5M $
84Advanced Micro Devices Inc 12,2972.5M $
85abrdn Life Sciences Investors 149,5582.4M $
86iShares Core Dividend Growth ETF 34,4552.4M $
87Eli Lilly & Co 2,5682.4M $
88Oracle Corp 16,0062.4M $
89American Tower Corp 13,4012.3M $
90Vanguard Short-term Bond Etf 29,3382.3M $
91Tortoise Energy Infrastructure 45,7542.3M $
92Fastly Inc 78,3162.3M $
93Global X Funds 29,6972.3M $
94Lithia Motors Inc 8,7882.2M $
95Vanguard Scottsdale Funds 21,7562.2M $
96Netflix Inc 22,5792.2M $
97Rocket Lab Corp 33,7782.2M $
98Vanguard Total World Stock ETF 15,4532.1M $
99Dow Inc 51,2622.1M $
100Vanguard Index Funds 9,8042.1M $