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
401Generac Holdings Inc 387.4K $
402iShares Core MSCI Emerging Markets ETF 1047.3K $
403Roku Inc 767.2K $
404Everpure Inc 1207.1K $
405AutoNation Inc 367K $
406Republic Services Inc 327K $
407International Paper Co 1946.9K $
408Flowserve Corp 946.9K $
409Coinbase Global Inc 396.8K $
410Huntsman Corp 5096.8K $
411News Corp 2716.8K $
412Penn Entertainment Inc 4456.7K $
413Saia Inc 196.7K $
414Fluor Corp 1386.4K $
415Appian Corp 2656.4K $
416Applied Industrial Technologies Inc 246.4K $
417PPL Corp 1606.1K $
418Lear Corp 506.1K $
419Sirius XM Holdings Inc 2626K $
420Everus Construction Group Inc 516K $
421Mosaic Co/The 2356K $
422WP Carey Inc 875.9K $
423Acuity Inc 215.9K $
424United Parcel Service Inc 595.8K $
425Klaviyo Inc 2935.7K $
426Taylor Devices Inc 1005.7K $
427Consolidated Edison Inc 505.7K $
428Kirby Corp 425.6K $
429H&R Block Inc 1715.4K $
430OCCIDENTAL PETROLEUM CORP 1255.4K $
431Harley-Davidson Inc 2615.3K $
432Paylocity Holding Corp 485.2K $
433Schwab Strategic Trust 1765.1K $
434Commerce Bancshares Inc/MO 1035.1K $
435Wolverine World Wide Inc 3105.1K $
436Insperity Inc 1875.1K $
437Schwab International Dividend Equity ETF 1585K $
438Boeing Co/The 255K $
439Prudential Financial, Inc. 504.9K $
440CBL & Associates Properties Inc 1254.8K $
441Chipotle Mexican Grill Inc 1504.8K $
442Reddit Inc 354.7K $
443Hancock John Premuim Dividend Fund 3594.7K $
444CH Robinson Worldwide Inc 284.7K $
445Armstrong World Industries Inc 274.5K $
446WESCO International Inc 164.4K $
447Wayfair Inc 584.4K $
448Vulcan Materials Co 164.4K $
449AECOM 514.3K $
450DT Midstream Inc 324.3K $
451Jones Lang LaSalle Inc 144.3K $
452RXO Inc 2854.2K $
453Waystar Holding Corp 1724.1K $
454Blackstone Inc 364.1K $
455Shake Shack Inc 464.1K $
456Sony Financial Group Inc 9004.1K $
457Alcoa Corp 614K $
458Bread Financial Holdings Inc 534K $
459Grayscale Ethereum Classic Tru 9014K $
460Paychex Inc 434K $
461Columbia Sportswear Co 723.9K $
462World Acceptance Corp 293.9K $
463Gaming and Leisure Properties Inc 883.9K $
464Doximity Inc 1653.8K $
465Interparfums Inc 423.8K $
466ASGN Inc 983.8K $
467Zillow Group Inc 903.7K $
468Butterfly Network Inc 9193.7K $
469Commvault Systems Inc 473.7K $
470Workiva Inc 613.6K $
471Wendy's Co/The 5223.6K $
472VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 163.6K $
473Community Healthcare Trust Inc 2253.6K $
474Peloton Interactive Inc 8303.6K $
475Lamar Advertising Co 283.5K $
476Smithfield Foods Inc 1223.4K $
477Korn Ferry 543.4K $
478Amplitude Inc 4973.4K $
479SPS Commerce Inc 603.3K $
480Jefferies Financial Group Inc 803.3K $
481Remitly Global Inc 2103.3K $
482Gentex Corp 1483.2K $
483Q2 Holdings Inc 683.2K $
484TriNet Group Inc 883.2K $
485PBF Energy Inc 673.2K $
486Freshworks Inc 3943.2K $
487Circle Internet Group Inc 333.1K $
488Meritage Homes Corp 503.1K $
489Rush Street Interactive Inc 1403K $
490Ultragenyx Pharmaceutical Inc 1453K $
491DaVita Inc 192.9K $
492Terawulf Inc 1992.9K $
493Tutor Perini Corp 372.9K $
494Cognex Corp 582.8K $
495Lineage Inc 862.8K $
496Citi Trends Inc 652.8K $
497Boston Beer Co Inc/The 122.8K $
498IAC Inc 692.8K $
499Cintas Corp 162.7K $
500ACI Worldwide Inc 652.7K $