Titelia

Holdings of POWER WEALTH MANAGEMENT LLC

88 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 65.3 % of the equity sleeve

Sector breakdown

  • Technology 5.3 %
  • Financials 4.3 %
  • Communication 4.0 %
  • Funds 3.9 %
  • Consumer discretionary 2.5 %
  • Health care 1.7 %
  • Consumer staples 1.1 %
  • Industrials 1.1 %
  • Utilities 0.5 %
  • Materials 0.4 %
  • Energy 0.2 %
  • Unattributed 75.1 %

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 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US88258.7M $100.00 %

Positions

RankCompanySharesValueWeight
1Fidelity Total Bond ETF 830,65737.9M $
2Vanguard Scottsdale Funds 636,04429.9M $
3Vanguard Intermediate-Term Corporate Bond ETF 268,56622.2M $
4SPDR Series Trust 272,46015.4M $
5Schwab International Equity ETF 570,60014.1M $
6SPDR Series Trust 129,22012.7M $
7J P Morgan Exchange Traded Fund Trust 194,26211M $
8Vanguard Scottsdale Funds 174,60710.4M $
9Invesco Short Term Treasury ETF 83,3378.8M $
10iShares Core S&P 500 ETF 9,9956.5M $
11Schwab Emerging Markets Equity ETF 191,2746.3M $
12Alphabet Inc 16,3724.7M $
13Amazon.com Inc 16,0483.3M $
14Apple Inc 12,1093.1M $
15SPDR Series Trust 51,4203M $
16State Street SPDR S&P 500 ETF Trust 4,6083M $
17iShares Trust 25,1412.8M $
18Microsoft Corp 7,5292.8M $
19Charles Schwab Corp/The 24,0602.3M $
20BorgWarner Inc 40,6042.2M $
21iShares National Muni Bond ETF 17,8941.9M $
22Meta Platforms Inc 3,3101.9M $
23NVIDIA Corp 10,7171.9M $
24Intercontinental Exchange Inc 11,7691.9M $
25Kroger Co/The 25,5461.8M $
26Berkshire Hathaway Inc 3,8121.8M $
27MGM Resorts International 47,4061.8M $
28Verizon Communications Inc 32,5261.6M $
29Elevance Health Inc 5,5581.6M $
30VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 7,5541.6M $
31Autodesk Inc 6,5281.6M $
32Salesforce Inc 8,3321.6M $
33Home Depot Inc/The 4,6331.5M $
34Alphabet Inc 4,9751.4M $
35Eli Lilly & Co 1,4741.4M $
36Citigroup Inc 10,7281.2M $
37iShares Trust 17,0761.2M $
38Visa Inc 3,5671.1M $
39Deere & Co 1,9131.1M $
40VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 13,2901.1M $
41Vanguard S&P 500 ETF 1,7631.1M $
42NextEra Energy Inc 10,262953.1K $
43Corteva Inc 11,210938.4K $
44Vanguard Total Stock Market ETF 2,852915K $
45iShares Russell 2000 ETF 3,502868.5K $
46Airbnb Inc 6,755853K $
47Walmart Inc 6,619822.6K $
48Tesla Inc 2,207820.5K $
49Equifax Inc 4,469804.7K $
50Capital One Financial Corp 4,279780.7K $
51PIMCO Enhanced Short Maturity 7,652769.6K $
52Jacobs Solutions Inc 5,785736.3K $
53iShares Russell 1000 Growth ETF 1,715731.3K $
54Zoetis Inc 6,030712.9K $
55Cigna Group/The 2,519671.9K $
56Mastercard Inc 1,291644.8K $
57iShares Core S&P Total U.S. Stock Market ETF 4,435631.7K $
58Netflix Inc 6,536628.4K $
59Oracle Corp 4,230622.2K $
60Fiserv Inc 10,596591.3K $
61SPDR Gold Shares 1,347579.6K $
62Workday Inc 4,426575K $
63iShares Core U.S. Aggregate Bond ETF 5,468542.8K $
64Broadcom Inc 1,697525.2K $
65iShares Silver Trust 7,682523.5K $
66iShares Short-Term National Muni Bond ETF 4,624492.5K $
67Vanguard Total Bond Market ETF 6,636488.7K $
68JPMorgan Chase & Co 1,643483.3K $
69ServiceNow Inc 4,592480.1K $
70Exxon Mobil Corp 2,760468.3K $
71iShares Trust 2,131455.3K $
72Fidelity National Information Services Inc 8,908417.9K $
73iShares MSCI Emerging Markets ETF 5,653321K $
74Wells Fargo & Co 3,979316.8K $
75Uber Technologies Inc 4,033290.1K $
76GE Vernova Inc 318277.6K $
77Coca-Cola Co/The 3,622275.5K $
78Southern Co/The 2,814271.6K $
79Vanguard Growth ETF 606264.7K $
80iShares Bitcoin Trust ETF 6,696257.3K $
81First Trust Rising Dividend Achievers ETF 3,574244K $
82Lumentum Holdings Inc 341239.6K $
83Comfort Systems USA Inc 163224.8K $
84Invesco DB Precious Metals Fun 1,996219.6K $
85Vanguard Scottsdale Funds 2,110211.4K $
86RTX Corp 1,056203.7K $
87Loews Corp 1,901202.9K $
88Alight Inc 53,08930.9K $