Titelia

Holdings of LongView Wealth Management

220 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 33.6 % of the equity sleeve

Sector breakdown

  • Funds 11.3 %
  • Technology 6.6 %
  • Consumer discretionary 4.7 %
  • Financials 2.7 %
  • Consumer staples 2.5 %
  • Health care 1.5 %
  • Communication 1.4 %
  • Industrials 1.3 %
  • Utilities 1.2 %
  • Energy 1.1 %
  • Real estate 0.8 %
  • Materials 0.4 %
  • Unattributed 64.5 %

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 %
  • GB 0.1 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US217365.6M $99.76 %
2GB2487.7K $0.13 %
3TW1406.9K $0.11 %

Positions

RankCompanySharesValueWeight
101Rio Tinto PLC 7,168708.7K $
102iShares Preferred and Income S 22,495703K $
103iShares Core MSCI Emerging Markets ETF 9,113695.3K $
104BlackRock ETF Trust 10,955684.7K $
105iShares MSCI USA Momentum Factor ETF 2,531684.3K $
106iShares Trust 8,706683.1K $
107Tesla Inc 1,846672.3K $
108Norfolk Southern Corp 2,183654.2K $
109McDonald's Corp. 2,037617.6K $
110iShares iBoxx USD Investment Grade Corporate Bond ETF 5,558611.2K $
111Vanguard Large-Cap ETF 1,870596.9K $
112Vanguard Extended Market ETF 2,676589K $
113iShares 0-5 Year TIPS Bond ETF 5,642584.8K $
114SPDR Series Trust 5,769570.2K $
115BlackRock ETF Trust II 10,864568.8K $
116Fastenal Co 12,334550.4K $
117iShares Russell Mid-Cap Value 3,518540.5K $
118PIMCO Corporate & Income Strategy Fund 45,005540.1K $
119iShares Trust 2,639536.4K $
120Palantir Technologies Inc 3,948535.7K $
121Energy Transfer LP 28,212528.4K $
122Packaging Corp of America 2,506526.1K $
123SELECT SECTOR SPDR TRUST (THE) 3,474513.9K $
124Bluerock Total Incom 30,776511.5K $
125iShares Trust 3,702497.9K $
126iShares Trust 4,879494.7K $
127Vanguard Index Funds 1,506491.9K $
128Broadcom Inc 1,224466.2K $
129Ishares S&p 100 Etf 1,356462.6K $
130Schwab U.S. Aggregate Bond ETF 19,753460.8K $
131Valero Energy Corp 1,899447.4K $
132BlueLinx Holdings Inc 7,893447.1K $
133iShares Global 100 ETF 3,381440.1K $
134Select Sector Spdr Trust 5,347435.6K $
135Abbott Laboratories 4,257430.2K $
136Vanguard Tax-Exempt Bond Index ETF 8,429424.3K $
137ProShares Trust 3,918421.8K $
138PepsiCo Inc 2,673416.2K $
139Taiwan Semiconductor Manufacturing Co Ltd 1,071406.9K $
140WisdomTree Trust 4,313397.3K $
141Delta Air Lines Inc 5,521395.9K $
142CAPITAL GROUP CONSERVATIVE EQUITY ETF 12,702394.7K $
143Select Sector Spdr Trust 9,050393K $
144Visa Inc 1,249388.9K $
145iShares MSCI EAFE Growth ETF 3,202386.6K $
146iShares Core MSCI Europe ETF 5,108384.9K $
147Cisco Systems, Inc. 4,652384.3K $
148FIDELITY COVINGTON TRUST 5,346383.8K $
149Enterprise Products Partners LP 10,118376.9K $
150Caterpillar Inc 469372.5K $
151iShares MSCI EAFE Small-Cap ETF 4,379367.7K $
152iShares Select Dividend ETF 2,395364.5K $
153Micron Technology Inc 781363.7K $
154Starbucks Corp 3,637358.1K $
155SPDR Gold MiniShares Trust 3,734358.1K $
156Vanguard Bond Index Funds 4,590356K $
157FIDELITY COVINGTON TRUST 11,376354.9K $
158Vanguard Index Funds 1,483338K $
159General Electric Co 1,058336.5K $
160Vanguard Index Funds 1,751333.7K $
161Capital Group International Focus Equity ETF 10,285329.5K $
162Chevron Corp 1,757328.5K $
163Vanguard Information Technology ETF 415319.7K $
164iShares Trust 3,004316.8K $
165Vanguard Total Bond Market ETF 4,244314K $
166ALPS ETF Trust 6,032311K $
167Insmed Inc 2,000306.8K $
168Verizon Communications Inc 6,742306.6K $
169iShares Trust 788299.8K $
170RTX Corp 1,476299.4K $
171SPDR Gold Shares 670298.2K $
172BlackRock ETF Trust 7,501293.7K $
173Dimensional U S Targeted Value ETF 4,500293K $
174FIDELITY COVINGTON TRUST 3,971291.9K $
175Altria Group, Inc. 4,444291.6K $
176Vanguard International Dividend Appreciation ETF 3,097286K $
177Sherwin-Williams Co/The 839279.9K $
178INVESCO EXCHANGE-TRADED FUND TRUST II 1,081279.9K $
179Bank of America Corp 5,208277.9K $
180Strategy Inc 2,020277.6K $
181Lowe's Cos Inc 1,094271.8K $
182National Grid PLC 3,047271K $
183Walt Disney Co/The 2,638270.7K $
184Vanguard Total International S 3,206265.5K $
185Truist Financial Corp 5,329263.9K $
186State Street SPDR S&P 500 ETF Trust 377262K $
187ConocoPhillips 2,195260.8K $
188T. Rowe Price Capital Appreciation Equity ETF 6,700256.3K $
189ONEOK Inc 3,019256.1K $
190iShares Core S&P Small-Cap ETF 1,898251.3K $
191Thermo Fisher Scientific Inc 476250.7K $
192Intel Corp 3,906249.3K $
193Automatic Data Processing Inc 1,274248.5K $
194JPMorgan Ultra-Short Income ETF 4,911248K $
195ISHARES U S ETF TR 4,786243.5K $
196Vanguard FTSE All-World ex-US ETF 3,006242.5K $
197VanEck Semiconductor ETF 526237.8K $
198American Century ETF Trust 2,041235.6K $
199Advanced Micro Devices Inc 912232.6K $
200iShares Core S&P Mid-Cap ETF 3,240231.9K $