Titelia

Holdings of WPWealth LLP

70 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 83.9 % of the equity sleeve

Sector breakdown

  • Technology 2.9 %
  • Financials 0.7 %
  • Energy 0.5 %
  • Consumer discretionary 0.4 %
  • Industrials 0.3 %
  • Communication 0.3 %
  • Consumer staples 0.2 %
  • Funds 0.2 %
  • Materials 0.1 %
  • Unattributed 94.4 %

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
1US70399.5M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional International Core 2,519,08789.5M $
2Dimensional ETF Trust 1,997,30784.3M $
3Dimensional ETF Trust 873,40629.6M $
4Dimensional ETF Trust 825,67529.5M $
5DFA Dimensional US Marketwide Value ETF 600,46429.1M $
6Dimensional ETF Trust 670,65824.7M $
7Dimensional U S Small Cap ETF 261,03918.6M $
8Dimensional U S Targeted Value ETF 285,09217.8M $
9Apple Inc 26,8766.8M $
10State Street SPDR S&P 500 ETF Trust 8,1475.3M $
11Dimensional ETF Trust 133,7195.2M $
12Innovator U.S. Equity Power Bu 117,4134.7M $
13Innovator U.S. Equity Power Bu 99,8354.3M $
14Innovator U.S. Equity Power Bu 92,3763.7M $
15Innovator International Developed Power Buffer ETF - January 88,3533.2M $
16Vanguard Total Stock Market ETF 8,9962.9M $
17Innovator U.S. Equity Power Bu 59,2792.6M $
18NVIDIA Corp 14,6992.6M $
19Innovator International Developed Power Buffer ETF - October 66,5972.3M $
20Berkshire Hathaway Inc 4,8542.3M $
21Dimensional International Smal 47,1021.6M $
22Exxon Mobil Corp 9,2281.6M $
23Amazon.com Inc 6,7701.4M $
24DFA Dimensional National Municipal Bond ETF 28,4281.4M $
25Dimensional ETF Trust 56,6441.3M $
26Innovator U.S. Equity Power Bu 30,1761.3M $
27Innovator U.S. Equit 26,9581.1M $
28Microsoft Corp 2,9601.1M $
29SPDR Gold Shares 2,5141.1M $
30Dimensional ETF Trust 12,812908.5K $
31Innovator Emerging Markets Power Buffer ETF-October 26,952861.1K $
32Innovator U.S. Equity Buffer E 16,782753.1K $
33Invesco QQQ Trust Series 1 1,241716.2K $
34VANGUARD ENERGY ETF VANGUARD ENERGY ETF 3,947683K $
35Walmart Inc 5,309659.8K $
36Innovator U.S. Equity Buffer E 14,137653.9K $
37Innovator U.S. Equity Power Bu 15,320651.1K $
38Chevron Corp 3,119645.3K $
39Innovator Emerging Markets Power Buffer ETF - Jul 18,871564K $
40iShares Global 100 ETF 4,610557.7K $
41Honeywell International Inc 2,450553.8K $
42Lockheed Martin Corp 911550.4K $
43Alphabet Inc 1,758505.5K $
44Select Water Solutions Inc 32,397495.7K $
45Innovator U.S. Equity Buffer E 9,582459.8K $
46Advanced Micro Devices Inc 2,216450.8K $
47Innovator U.S. Equity Buffer E 8,466444.4K $
48Innovator U.S. Equity Power Bu 9,037416.9K $
49Innovator U.S. Equity Buffer E 8,430412.9K $
50Caris Life Sciences Inc 23,025411.7K $
51Innovator U.S. Equity Power Bu 10,194408.8K $
52Texas Pacific Land Corp 841399.1K $
53Broadcom Inc 1,244385K $
54Martin Marietta Materials Inc 637375K $
55JPMorgan Chase & Co 1,264371.9K $
56Targa Resources Corp 1,472369.1K $
57Vanguard S&P 500 ETF 612365.9K $
58Innovator U.S. Equity Buffer E 8,457363.8K $
59Enterprise Products Partners LP 9,186347.6K $
60Alphabet Inc 1,174336.8K $
61Invesco DB Commodity Index Tracking Fund 11,241325.4K $
62Meta Platforms Inc 563322.1K $
63Innovator U.S. Equity Power Bu 7,022302.4K $
64WisdomTree Trust 3,035266.6K $
65Tesla Inc 712264.7K $
66Axon Enterprise Inc 613260.3K $
67iShares Core S&P Mid-Cap ETF 3,655246.8K $
68Texas Instruments Inc 1,201233.2K $
69VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,029221.3K $
70Costco Wholesale Corp 203202K $