Titelia

Holdings of Future Financial Wealth Managment LLC

123 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 49.3 % of the equity sleeve

Sector breakdown

  • Funds 17.8 %
  • Communication 4.9 %
  • Technology 4.4 %
  • Health care 3.7 %
  • Consumer staples 3.1 %
  • Consumer discretionary 2.0 %
  • Industrials 1.6 %
  • Financials 1.6 %
  • Real estate 1.5 %
  • Energy 0.7 %
  • Utilities 0.5 %
  • Unattributed 58.1 %

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
1US123148.8M $100.00 %

Positions

RankCompanySharesValueWeight
1013M Co 1,600242K $
102Chevron Corp 1,278236.3K $
103State Street SPDR S&P Dividend ETF 1,600234.7K $
104Kroger Co/The 3,510233.8K $
105QUALCOMM Inc 1,739231.3K $
106PGIM High Yield Bond Fund Inc 17,000227.3K $
107Tanger Inc 6,146222.6K $
108Caterpillar Inc 288221.8K $
109NIKE Inc 4,801218.2K $
110SoFi Technologies Inc 11,500216.1K $
111iShares Russell 1000 Growth ETF 444208.2K $
112Home Depot Inc/The 605205K $
113Realty Income Corp 3,200204.7K $
114PIMCO Multisector Bond Active 7,624202.3K $
115VanEck Morningstar Wide Moat ETF 1,985200.5K $
116DoubleLine Income Solutions Fund 18,000199.6K $
117Blackrock Credit Allocation Income Trust 17,000177.3K $
118NUVEEN AMT-FREE MUN CR INCOME FD 11,800148.8K $
119NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 10,000115.1K $
120BLACKROCK MUNIYIELD QUALITY FD III INC 10,000110.4K $
121Immuneering Corp 18,000103.5K $
122Nuveen Preferred & Income Opportunities Fund 10,00079.3K $
123CBRE Global Real Estate Income 10,00047.6K $