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
101State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 10,696358.7K $
102Global X Funds 10,795358.6K $
103Costco Wholesale Corp 351349.9K $
104Houlihan Lokey Inc 2,334335.2K $
105Applied Materials Inc 952325.4K $
106John B Sanfilippo & Son Inc 4,090324.4K $
107Vanguard Real Estate ETF 3,511311.4K $
108Hershey Co/The 1,484308.5K $
109Procter & Gamble Co/The 2,134308.2K $
110Leidos Holdings Inc 1,973306.9K $
111Quanta Services Inc 555304.8K $
112Exxon Mobil Corp 1,773300.9K $
113iShares Trust 2,934295.3K $
114iShares Select Dividend ETF 1,942294.1K $
115Phillips 66 1,609293.1K $
116Mastercard Inc 582290.8K $
117ALPS ETF Trust 5,398284.2K $
118Vanguard World Fund 881275.1K $
119iShares Russell 1000 Growth ETF 639272.5K $
120Home Depot Inc/The 821270K $
121BHP Group Ltd 3,685268.1K $
122VANGUARD ENERGY ETF VANGUARD ENERGY ETF 1,515262.1K $
123Invesco Exchange Traded Fund Trust II 4,319259.5K $
124State Street SPDR Portfolio Short Term Treasury ETF 8,885259.3K $
125Vertiv Holdings Co 1,031258.4K $
126AbbVie Inc 1,182257.1K $
127Zoetis Inc 2,125251.2K $
128Cheniere Energy Inc 881250K $
129First Commonwealth Financial Corp 14,156248.9K $
130VanEck Gold Miners ETF/USA 2,660244.1K $
131CenterPoint Energy Inc 5,645243.6K $
132Schwab Short-Term U.S. Treasury ETF 10,000242.7K $
133Invesco S&P 500 Low Volatility 3,253237.9K $
134iShares Trust 1,053230.3K $
135Vanguard International Dividend Appreciation ETF 2,552225.8K $
136Coca-Cola Co/The 2,961225.2K $
137WisdomTree International MidCap Dividend Fund 2,710224.5K $
138Vanguard FTSE Europe ETF 2,650218.4K $
139Tidal Trust I 9,094217.1K $
140Oracle Corp 1,470216.2K $
141AGCO Corp 1,859215.4K $
142iShares Core S&P Mid-Cap ETF 3,020204K $
143Vanguard Growth ETF 465203.2K $