Titelia

Holdings of DiNuzzo Private Wealth, Inc.

1234 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 85.9 % of the equity sleeve

Sector breakdown

  • Technology 1.6 %
  • Consumer discretionary 0.6 %
  • Funds 0.5 %
  • Financials 0.4 %
  • Industrials 0.4 %
  • Energy 0.3 %
  • Communication 0.2 %
  • Utilities 0.2 %
  • Health care 0.1 %
  • Consumer staples 0.1 %
  • Unattributed 95.5 %

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 100.0 %
  • MX 0.0 %
  • FR 0.0 %
  • IN 0.0 %
  • GB 0.0 %
  • DK 0.0 %
  • IL 0.0 %
  • SG 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,227580.5M $99.99 %
2MX119.1K $0.00 %
3FR114.4K $0.00 %
4IN114.2K $0.00 %
5GB14.7K $0.00 %
6DK12.2K $0.00 %
7IL11.4K $0.00 %
8SG122 $0.00 %

Positions

RankCompanySharesValueWeight
101SELECT SECTOR SPDR TRUST (THE) 52069.1K $
102Vanguard Mid-Cap Growth ETF 24964.1K $
103Vanguard Total World Stock ETF 42558.8K $
104VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 27158.3K $
105Schwab Strategic Trust 1,92756.1K $
106Warner Bros Discovery Inc 1,81749.9K $
107iShares Silver Trust 72049.1K $
108KLA Corp 3348.6K $
109Cisco Systems, Inc. 60446.9K $
110ConocoPhillips 34745.8K $
111General Electric Co 15945.1K $
112Applied Materials Inc 13144.8K $
113Marvell Technology Inc 44744.3K $
114PPG Industries Inc 40743.5K $
115Elevance Health Inc 14843.3K $
116Coca-Cola Co/The 56843.2K $
117Solstice Advanced Materials Inc 54141.2K $
118Capital One Financial Corp 21739.6K $
119GE Vernova Inc 4539.3K $
120Capital Group Dividend Value ETF 90938.7K $
121Toll Brothers Inc 28038.2K $
122Enterprise Products Partners LP 1,00037.8K $
123Capital Group Global Growth Equity ETF 1,12337.5K $
124TJX Cos Inc/The 23337.2K $
125Becton Dickinson & Co 23436.8K $
126iShares Bitcoin Trust ETF 94436.3K $
127Omega Healthcare Investors Inc 80035.1K $
128Palantir Technologies Inc 23935K $
129Yum! Brands Inc 22234.5K $
130Vanguard Mid-Cap ETF 12034.5K $
131iShares Trust 24233.5K $
132Deere & Co 5933.2K $
133BWX Technologies Inc 16132.9K $
134iShares MSCI EAFE Small-Cap ETF 40531.8K $
135Pfizer Inc 1,11831.4K $
136Costco Wholesale Corp 3130.9K $
137State Street SPDR S&P MidCap 400 ETF Trust 5030.6K $
138Synopsys Inc 7730.5K $
139Vanguard Index Funds 9929.9K $
140Micron Technology Inc 8629.1K $
141Caterpillar Inc 4129K $
142Philip Morris International Inc. 17228.4K $
143Schwab U.S. Large-Cap ETF 1,09328K $
144Progressive Corp/The 13526.7K $
145Schwab Strategic Trust 87626.7K $
146Eaton Vance Tax-Advantaged Global Dividend Income Fund 1,00026.7K $
147Mondelez International Inc 45726.3K $
148Blackrock Inc 2726K $
149Corning Inc 19025.8K $
150Ameriprise Financial Inc 5725.3K $
151KKR & Co Inc 27325.3K $
152Lam Research Corp 11825.2K $
153UnitedHealth Group Inc 9325.2K $
154Teradyne Inc 8424.9K $
155Netflix Inc 25824.8K $
156ProShares Trust 22824.2K $
157Carrier Global Corp 42824.1K $
158Boeing Co/The 11723.3K $
159Arthur J Gallagher & Co 10723.2K $
160Antero Resources Corp 53422.7K $
161Snap-on Inc 6222.5K $
162iShares Core Dividend Growth ETF 31622.2K $
163Howmet Aerospace Inc 9622.1K $
164RTX Corp 11422K $
165Goldman Sachs Group Inc/The 2521.2K $
166Booking Holdings Inc 521.1K $
167SPDR Series Trust 27020.7K $
168Walt Disney Co/The 20820K $
169Williams Cos Inc/The 27319.9K $
170State Street Health Care Select Sector SPDR ETF 13519.8K $
171Saul Centers Inc 60019.5K $
172America Movil SAB de CV 74819.1K $
173Simon Property Group Inc 10018.7K $
174Kraft Heinz Co/The 82918.6K $
175Valero Energy Corp 7518.5K $
176iShares MSCI Emerging Markets ETF 32618.5K $
177QUALCOMM Inc 14318.4K $
178Corteva Inc 21918.3K $
179Intuit Inc 4218.2K $
180INVESCO EXCHANGE-TRADED FUND TRUST II 7517.8K $
181Analog Devices Inc 5617.8K $
182Eaton Vance T/M Bu 1,29717.7K $
183Vanguard Malvern Funds 35317.7K $
184Sila Realty Trust Inc 73517.4K $
185Prologis Inc 13017.2K $
186Ovintiv Inc 28617K $
187Salesforce Inc 8816.4K $
188Amgen Inc 4616.2K $
189Vanguard International Equity Index Funds 29015.7K $
190WP Carey Inc 22715.4K $
191Xcel Energy Inc 19215.3K $
192Lockheed Martin Corp 2515.1K $
193iShares S&P Small-Cap 600 Growth ETF 10415.1K $
194Blackstone Inc 12914.8K $
195American Express Co 4914.8K $
196Abbott Laboratories 14414.8K $
197First Trust NASDAQ Cybersecuri 23514.7K $
198Sanofi SA 29914.4K $
199ICICI Bank Ltd 55014.2K $
200Gilead Sciences Inc 10214.2K $