Titelia

Holdings of Wealth Management Partners, LLC

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Net assets
-
Positions
129 in 3 countries
Top ten
46.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101PNC Financial Services Group Inc/The 2,058428.2K $
102iShares Trust 1,276419.4K $
103J P Morgan Exchange Traded Fund Trust 7,296413.6K $
104IonQ Inc 13,641393.3K $
105Cisco Systems, Inc. 5,054392.1K $
106iShares Trust 1,735370.7K $
107iShares Bitcoin Trust ETF 8,015307.9K $
108American Express Co 1,014305.9K $
109ImmunityBio Inc 39,860305.7K $
110Netflix Inc 3,129300.9K $
111Cipher Digital Inc 23,010296.1K $
112Sherwin-Williams Co/The 840269.3K $
113Illinois Tool Works Inc 1,033268.9K $
114Robinhood Markets Inc 3,845266.5K $
115Red Cat Holdings Inc 19,956261.2K $
116Constellation Energy Corp. 930259.7K $
117Fluor Corp 5,537258.3K $
118Wells Fargo & Co 3,238257.8K $
119iShares Core S&P Total U.S. Stock Market ETF 1,752249.5K $
120Virtus ETF Trust II 9,732241.9K $
121iShares Russell 2000 ETF 973241.3K $
122Navitas Semiconductor Corp 26,300230.7K $
123Abbott Laboratories 2,238229.8K $
124McDonald's Corp. 737229.1K $
125Union Pacific Corp 936227.1K $
126Allstate Corp/The 999207.1K $
127Merck & Co Inc 1,720206.9K $
128Barings BDC Inc 10,50086.4K $
129Picard Medical Inc 28,11629.2K $

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Sector breakdown

  • Technology 26.6 %
  • Funds 8.0 %
  • Consumer discretionary 4.9 %
  • Industrials 3.4 %
  • Communication 3.2 %
  • Financials 2.9 %
  • Consumer staples 2.0 %
  • Health care 1.6 %
  • Energy 1.5 %
  • Materials 0.9 %
  • Utilities 0.3 %
  • Unattributed 44.6 %

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

  • United States 98.1 %
  • Taiwan 1.1 %
  • Netherlands 0.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States127287.9M $98.05 %
2Taiwan13.2M $1.08 %
3Netherlands12.6M $0.87 %
Cite this page

Titelia. "Holdings of Wealth Management Partners, LLC". https://titelia.com/en/funds/US13F1843294