Titelia

Holdings of Wealthcare Capital Partners, LLC

143 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 49.5 % of the equity sleeve

Sector breakdown

  • Technology 5.2 %
  • Financials 4.3 %
  • Funds 2.4 %
  • Consumer discretionary 1.8 %
  • Industrials 1.6 %
  • Consumer staples 1.2 %
  • Utilities 1.2 %
  • Health care 1.1 %
  • Communication 1.1 %
  • Energy 0.4 %
  • Materials 0.1 %
  • Unattributed 79.5 %

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 99.5 %
  • TW 0.4 %
  • AU 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US141206.2M $99.45 %
2TW1872.2K $0.42 %
3AU1268.1K $0.13 %

Positions

RankCompanySharesValueWeight
1WisdomTree Trust 651,29832.8M $
2Vanguard Total Stock Market ETF 68,68622M $
3SPDR Series Trust 150,14511.5M $
4Vanguard High Dividend Yield E 57,8358.6M $
5Schwab US TIPS ETF 249,9956.7M $
6iShares 0-5 Year TIPS Bond ETF 54,6425.7M $
7iShares Core U.S. Aggregate Bond ETF 44,8604.5M $
8iShares Trust 39,8903.8M $
9Vanguard FTSE All-World ex-US ETF 49,8093.7M $
10Berkshire Hathaway Inc 7,0013.4M $
11Apple Inc 13,0683.3M $
12SPDR Series Trust 63,3003.1M $
13SPDR Series Trust 49,6132.9M $
14J P Morgan Exchange Traded Fund Trust 46,4602.6M $
15Vanguard World Fund 17,1122.5M $
16VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 11,2932.4M $
17WisdomTree Trust - WisdomTree International High Dividend Fund 42,1432.3M $
18iShares Trust 34,4172.2M $
19Capital Group Dividend Value ETF 45,7441.9M $
20Vanguard FTSE Developed Markets ETF 30,0261.9M $
21NVIDIA Corp 11,0301.9M $
22Microsoft Corp 4,8071.8M $
23WisdomTree Trust 33,6461.8M $
24iShares Core U.S. REIT ETF 29,4391.7M $
25Blackstone Inc 14,7461.7M $
26Xtrackers MSCI EAFE Hedged Equ 33,7871.7M $
27State Street SPDR Portfolio Developed World ex-US ETF 34,0761.6M $
28SPDR Gold MiniShares Trust 16,2881.5M $
29State Street SPDR S&P 500 ETF Trust 2,3161.5M $
30iShares U.S. Infrastructure ETF 25,9471.5M $
31Vanguard Financials ETF 11,9321.4M $
32State Street SPDR Portfolio S& 18,1701.4M $
33Walmart Inc 10,9331.4M $
34Ishares Inc 16,9611.3M $
35Capital Group Growth ETF 33,1531.3M $
36WisdomTree US SmallCap Dividen 36,6001.3M $
37Vanguard Value ETF 6,6921.3M $
38Constellation Energy Corp. 4,4341.2M $
39Amazon.com Inc 5,8621.2M $
40VanEck Rare Earth and Strategi 13,7661.2M $
41iShares National Muni Bond ETF 11,0001.2M $
42Meta Platforms Inc 1,9981.1M $
43Global X US Infrastructure Development ETF 21,6421.1M $
44JPMorgan Chase & Co 3,7111.1M $
45Broadcom Inc 3,2311M $
46Cisco Systems, Inc. 12,365959.4K $
47iShares Preferred and Income S 31,160944.8K $
48Goldman Sachs Group Inc/The 1,097927.7K $
49Capital Group International Focus Equity ETF 30,321894.2K $
50iShares MSCI EAFE Small-Cap ETF 11,367891.3K $
51First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 5,409884.8K $
52Janus Detroit Street Trust 17,361874.5K $
53Taiwan Semiconductor Manufacturing Co Ltd 2,581872.2K $
54T Rowe Price Group Inc 9,472853.8K $
55ProShares Trust 7,300773.9K $
56Chevron Corp 3,431710K $
57Capital Group Core Plus Income ETF 31,635706.7K $
58Invesco Senior Loan ETF 33,124676.1K $
59iShares Short-Term National Muni Bond ETF 6,266667.3K $
60Select Sector Spdr Trust 10,755658.8K $
61SPDR Series Trust 14,235645.4K $
62Johnson & Johnson 2,627642.1K $
63General Electric Co 2,204625.5K $
64Amplify ETF Trust 8,103608.5K $
65RTX Corp 3,152608K $
66VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 7,573600.3K $
67UnitedHealth Group Inc 2,215599.4K $
68iShares Silver Trust 8,781598.3K $
69Lowe's Cos Inc 2,526596.7K $
70Select Sector Spdr Trust 11,974591.2K $
71Alphabet Inc 2,017578.5K $
72Parker-Hannifin Corp 640573.2K $
73Chesapeake Utilities Corp 4,506569.4K $
74Tesla Inc 1,464544.1K $
75iShares Trust 2,506535.5K $
76SPDR Series Trust 5,840535.2K $
77Exelon Corp 10,828530.8K $
78State Street SPDR S&P Dividend ETF 3,600525.4K $
79Ares Capital Corp 29,138525.1K $
80Casey's General Stores Inc 704512.4K $
81Invesco QQQ Trust Series 1 887511.8K $
82Alphabet Inc 1,740500.4K $
83iShares Core S&P Total U.S. Stock Market ETF 3,435489.2K $
84Eli Lilly & Co 529486.4K $
85iShares Trust 1,359484.6K $
86TRP DIVIDEND GROWTH ETF 10,784481.3K $
87Invesco S&P 500 Equal Weight ETF 2,455471.1K $
88Caterpillar Inc 645457.3K $
89WisdomTree Trust 8,582454.5K $
90GE Vernova Inc 507442.8K $
91Palantir Technologies Inc 3,004439.4K $
92Duke Energy Corp 3,282429.7K $
93Vanguard Mid-Cap ETF 1,489427.7K $
94Regency Centers Corp 5,523417.9K $
95iShares Core MSCI Total International Stock ETF 4,710408.1K $
96Bank of America Corp 8,302404.7K $
97iShares Russell 2000 ETF 1,590394.4K $
98Visa Inc 1,267382.8K $
99Fidelity Covington Trust 7,494375.6K $
100McDonald's Corp. 1,185368.1K $