Titelia

Holdings of Wealth Preservation Advisors, LLC

927 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 64.2 % of the equity sleeve

Sector breakdown

  • Technology 29.4 %
  • Communication 17.1 %
  • Consumer discretionary 14.4 %
  • Financials 4.2 %
  • Industrials 3.0 %
  • Funds 2.5 %
  • Health care 1.9 %
  • Real estate 1.2 %
  • Materials 0.9 %
  • Consumer staples 0.7 %
  • Energy 0.4 %
  • Utilities 0.3 %
  • Unattributed 24.0 %

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 99.8 %
  • NL 0.1 %
  • DE 0.1 %
  • FR 0.0 %
  • AU 0.0 %
  • JP 0.0 %
  • DK 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US919114.8M $99.79 %
2NL1114.9K $0.10 %
3DE174.3K $0.06 %
4FR124.1K $0.02 %
5AU316.6K $0.01 %
6JP18K $0.01 %
7DK1368 $0.00 %

Positions

RankCompanySharesValueWeight
901Biote Corp 2027 $
902MarineMax Inc 127 $
903Silvercrest Asset Management Group Inc 227 $
904Tvardi Therapeutics Inc 825 $
905Enanta Pharmaceuticals Inc 225 $
906Southland Holdings Inc 1925 $
907J Jill Inc 223 $
908ATLANTIC INTERNATIONAL CORP 721 $
909Arrive AI Inc 2520 $
910Playstudios Inc 4220 $
911Actuate Therapeutics Inc 719 $
912eGain Corp 216 $
913Bakkt Inc 215 $
914Coherus Oncology Inc 814 $
915Meridian Holdings Inc 214 $
916Valhi Inc 114 $
917Vroom Inc 113 $
918HireQuest Inc 110 $
919WM Technology Inc 107 $
920GoHealth Inc 46 $
921Puma Biotechnology Inc 16 $
922Cartesian Therapeutics Inc 16 $
923Hain Celestial Group Inc/The 75 $
924Protara Therapeutics Inc 15 $
925Verde Clean Fuels Inc 35 $
926Myomo Inc 32 $
927BNB PLUS CORP 11 $