Titelia

Holdings of Spire Wealth Management

1842 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 25 % of the equity sleeve

Sector breakdown

  • Technology 16.8 %
  • Funds 11.4 %
  • Communication 4.8 %
  • Consumer discretionary 4.6 %
  • Financials 4.1 %
  • Industrials 3.5 %
  • Health care 3.1 %
  • Consumer staples 2.2 %
  • Materials 0.7 %
  • Energy 0.7 %
  • Utilities 0.6 %
  • Real estate 0.4 %
  • Unattributed 47.2 %

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 99.3 %
  • TW 0.3 %
  • NL 0.2 %
  • GB 0.1 %
  • MX 0.0 %
  • BR 0.0 %
  • JP 0.0 %
  • DK 0.0 %
  • IN 0.0 %
  • KR 0.0 %
  • DE 0.0 %
  • HK 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,7732.7B $99.32 %
2TW29.1M $0.33 %
3NL45M $0.18 %
4GB151.9M $0.07 %
5MX3736.5K $0.03 %
6BR7677.5K $0.02 %
7JP5224.2K $0.01 %
8DK1212.9K $0.01 %
9IN2192.9K $0.01 %
10KR6167.4K $0.01 %
11DE1140.2K $0.01 %
12HK1109.4K $0.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 236,266154.3M $
2NVIDIA Corp 611,808106.7M $
3Apple Inc 383,38897.3M $
4Amazon.com Inc 321,89767M $
5Alphabet Inc 182,38852.4M $
6Vanguard Information Technology ETF 74,77652.2M $
7Microsoft Corp 132,07048.9M $
8iShares Trust 878,03640.6M $
9State Street SPDR S&P 500 ETF Trust 57,43037.3M $
10J P Morgan Exchange Traded Fund Trust 651,00835M $
11Broadcom Inc 108,20933.5M $
12iShares Core U.S. Aggregate Bond ETF 306,74730.5M $
13Meta Platforms Inc 53,05630.4M $
14Costco Wholesale Corp 29,79829.7M $
15Alphabet Inc 100,40928.8M $
16iShares Core MSCI EAFE ETF 316,45328.6M $
17iShares Trust 121,37325.6M $
18Eli Lilly & Co 27,57425.4M $
19JPMorgan Ultra-Short Income ETF 497,77325.2M $
20Jpmorgan Core Plus Bond Etf 531,04125M $
21Fidelity Total Bond ETF 547,95525M $
22Hartford Total Return Bond ETF 714,36924.1M $
23Eaton Vance Total Return Bond Etf 472,60524M $
24Select Sector Spdr Trust 482,08623.8M $
25Vanguard S&P 500 ETF 39,77323.8M $
26iShares Trust 209,73923.7M $
27Vanguard Value ETF 113,36622.2M $
28ProShares Ultra S&P500 419,89221.8M $
29JPMorgan Chase & Co 73,16721.5M $
30iShares Core S&P U.S. Growth ETF 138,54221.5M $
31SELECT SECTOR SPDR TRUST (THE) 156,93820.9M $
32iShares Russell 1000 Growth ETF 46,97820M $
33Invesco QQQ Trust Series 1 31,13818M $
34iShares Core MSCI Emerging Markets ETF 253,59717.7M $
35Dimensional ETF Trust 248,06717.6M $
36SELECT SECTOR SPDR TRUST (THE) 154,43117.1M $
37Mastercard Inc 34,18517.1M $
38Walmart Inc 136,61117M $
39Netflix Inc 169,05716.3M $
40Select Sector Spdr Trust 100,23916.2M $
41DFA Dimensional US Marketwide Value ETF 325,94815.8M $
42Caterpillar Inc 21,70115.4M $
43iShares Trust 219,67115M $
44Lumentum Holdings Inc 19,14413.5M $
45Quanta Services Inc 24,45713.4M $
46VANGUARD WORLD FUND 37,28113.4M $
47Applied Materials Inc 38,47913.2M $
48SPDR Gold Shares 30,38113.1M $
49KLA Corp 8,75612.9M $
50iShares MSCI EAFE ETF 128,37412.5M $
51Visa Inc 40,31812.2M $
52Ishares Gold Trust 137,79712.1M $
53iShares J.P. Morgan USD Emerging Markets Bond ETF 129,13412.1M $
54State Street Health Care Select Sector SPDR ETF 81,62812M $
55McKesson Corp 13,62811.8M $
56Marriott International Inc/MD 35,91111.7M $
57iShares Trust 121,12911.6M $
58Palantir Technologies Inc 78,96011.6M $
59Lam Research Corp 52,82111.3M $
60Dimensional U S Targeted Value ETF 178,30911.1M $
61Goldman Sachs Group Inc/The 12,62210.7M $
62Berkshire Hathaway Inc 22,22910.7M $
63Dimensional U S Small Cap ETF 138,2949.8M $
64Palo Alto Networks Inc 57,3469.2M $
65Taiwan Semiconductor Manufacturing Co Ltd 26,8799.1M $
66Home Depot Inc/The 27,2759M $
67iShares Trust 119,8818.9M $
68Comfort Systems USA Inc 6,4508.9M $
69SPDR Series Trust 68,5538.8M $
70iShares Core S&P Mid-Cap ETF 128,9608.7M $
71Arista Networks Inc 70,4478.6M $
72iShares Trust 26,1858.6M $
73iShares U.S. Technology ETF 46,0228.3M $
74iShares Trust 42,9298.2M $
75Vanguard Total International S 104,4918.1M $
76VanEck Semiconductor ETF 20,8858M $
77iShares Trust 96,3458M $
78Vanguard Growth ETF 18,1667.9M $
79iShares Core S&P Small-Cap ETF 63,5427.9M $
80J P Morgan Exchange Traded Fund Trust 140,6577.8M $
81Dell Technologies Inc 47,5197.8M $
82Micron Technology Inc 22,4067.6M $
83iShares Trust 20,8627.4M $
84Teradyne Inc 24,8617.4M $
85VanEck ETF Trust 17,3617M $
86Exxon Mobil Corp 40,2756.8M $
87SPDR Series Trust 120,3966.8M $
88VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 31,2306.7M $
89Direxion Shares ETF Trust 35,8126.6M $
90Vanguard Total Stock Market ETF 20,2626.5M $
91Tesla Inc 17,4326.5M $
92Intuitive Surgical Inc 14,0216.5M $
93J P Morgan Exchange Traded Fund Trust 110,1716.2M $
94State Street Utilities Select Sector SPDR ETF 135,2916.2M $
95Vanguard Index Funds 33,3456.1M $
96First Trust Rising Dividend Achievers ETF 89,8926.1M $
97Invesco S&P 500 Equal Weight ETF 31,7786.1M $
98Select Sector Spdr Trust 74,3846.1M $
99Roundhill Magnificent Seven ET 103,8996M $
100iShares Core MSCI International Developed Markets ETF 71,0615.9M $