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
501Webster Financial Corp 382.6K $
502NRG Energy Inc 182.6K $
503Marzetti Company/The 192.6K $
504FactSet Research Systems Inc 122.6K $
505Legalzoom.com Inc 4472.5K $
506Hasbro Inc 272.5K $
507Forum Energy Technologies Inc 432.5K $
508RealReal Inc/The 2762.5K $
509American Electric Power Co Inc 192.5K $
510Healthcare Realty Trust Inc 1452.5K $
511nLight Inc 432.5K $
512Syndax Pharmaceuticals Inc 1042.4K $
513Yelp Inc 962.4K $
514Astec Industries Inc 442.4K $
515Avient Corp 642.3K $
516Liberty Broadband Corp 462.3K $
517nCino Inc 1512.3K $
518Mesa Laboratories Inc 252.2K $
519Flywire Corp 1892.2K $
520EverQuote Inc 1372.1K $
521Coursera Inc 3622.1K $
522Southwest Airlines Co 562.1K $
523Corsair Gaming Inc 3782.1K $
524Alphatec Holdings Inc 1902.1K $
525Owens Corning 192.1K $
526ABM Industries Inc 532K $
527Onestream Inc 852K $
528LGI Homes Inc 512K $
529Progyny Inc 1182K $
530Zumiez Inc 902K $
531Illumina Inc 162K $
532CorVel Corp 362K $
533G-III Apparel Group Ltd 691.9K $
534Garrett Motion Inc 1041.9K $
535First Financial Bankshares Inc 641.9K $
536Buckle Inc/The 371.9K $
537Middleby Corp/The 141.9K $
538Varonis Systems Inc 861.8K $
539Edwards Lifesciences Corp 231.8K $
540Solstice Advanced Materials Inc 241.8K $
541Equitable Holdings Inc 491.8K $
542Monarch Casino & Resort Inc 191.8K $
543Oceaneering International Inc 501.8K $
544Kura Oncology Inc 2171.8K $
545Travere Therapeutics Inc 591.8K $
546Repay Holdings Corp 6641.7K $
547LiveRamp Holdings Inc 651.7K $
548Woodside Energy Group Ltd 721.7K $
549Eagle Materials Inc 91.7K $
550TG Therapeutics Inc 511.7K $
551PagerDuty Inc 2701.7K $
552J & J Snack Foods Corp 211.7K $
553Group 1 Automotive Inc 51.7K $
554Pinterest Inc 901.7K $
555MARA Holdings Inc 2021.6K $
556Zeta Global Holdings Corp 1031.6K $
557WD-40 Co 81.6K $
558JPMorgan Ultra-Short Income ETF 321.6K $
559Praxis Precision Medicines Inc 51.6K $
560ProFrac Holding Corp 2581.6K $
561Veracyte Inc 491.6K $
562Photronics Inc 391.6K $
563Telos Corp 3721.6K $
564Payoneer Global Inc 3221.6K $
565Paymentus Holdings Inc 611.5K $
566Visteon Corp 171.5K $
567Sonos Inc 1151.5K $
568Viatris Inc 1131.5K $
569C3.ai Inc 1761.5K $
570Vital Farms Inc 1041.5K $
571CRA International Inc 91.5K $
572California Water Service Group 321.5K $
573Eastman Chemical Co 191.5K $
574Simmons First National Corp 741.4K $
575American States Water Co 191.4K $
576AvePoint Inc 1511.4K $
577Columbus McKinnon Corp/NY 981.4K $
578AtriCure Inc 481.4K $
579Clarus Corp 5021.4K $
580CBRE Group Inc 101.4K $
581Asana Inc 2091.3K $
582QuinStreet Inc 1091.3K $
583CONMED Corp 371.3K $
584ICF International Inc 201.3K $
585Intellia Therapeutics Inc 1011.3K $
586Cargurus Inc 381.3K $
587BellRing Brands Inc 801.3K $
588Rexford Industrial Realty Inc 391.3K $
589Encore Capital Group Inc 181.3K $
590United Natural Foods Inc 281.3K $
591N-able Inc/US 2691.3K $
592American Superconductor Corp 371.3K $
593Rezolute Inc 3981.2K $
594Cullinan Therapeutics Inc 841.2K $
595Medical Properties Trust Inc 2561.2K $
596Smith & Wesson Brands Inc 821.2K $
597Forward Air Corp 691.2K $
598Figs Inc 781.2K $
599Blackstone Mortgage Trust Inc 601.1K $
600Vanguard Mid-Cap ETF 41.1K $