Titelia

Holdings of Wise Wealth Partners

48 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 68.6 % of the equity sleeve

Sector breakdown

  • Funds 7.9 %
  • Technology 5.0 %
  • Financials 4.0 %
  • Communication 2.4 %
  • Industrials 1.5 %
  • Consumer discretionary 1.1 %
  • Health care 1.1 %
  • Energy 0.6 %
  • Consumer staples 0.3 %
  • Unattributed 76.1 %

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
1US4865.4M $100.00 %

Positions

RankCompanySharesValueWeight
1SPDR Series Trust 254,67519.5M $
2SPDR Gold Shares 14,2966.2M $
3iShares Core U.S. Aggregate Bond ETF 50,4065M $
4Vanguard Whitehall Funds 37,3963.5M $
5Invesco S&P International Deve 56,3473.1M $
6Vanguard Value ETF 13,6602.7M $
7Invesco QQQ Trust Series 1 2,3041.3M $
8Capital Group Core Plus Income ETF 58,1581.3M $
9Alphabet Inc 4,2421.2M $
10iShares Trust 4,8391M $
11iShares Trust 5,184994.4K $
12NVIDIA Corp 5,594975.6K $
13iShares MSCI International Value Factor ETF 20,957831.6K $
14Broadcom Inc 2,658822.7K $
15iShares Trust 6,211795.8K $
16Vanguard Total Stock Market ETF 2,390766.8K $
17Berkshire Hathaway Inc 1,539737.6K $
18Amazon.com Inc 3,523733.8K $
19iShares Core MSCI EAFE ETF 7,981722.6K $
20JPMorgan Chase & Co 2,415710.4K $
21Eli Lilly & Co 755694.3K $
22Vanguard Total Bond Market ETF 9,330687.1K $
23Chevron Corp 3,100641.3K $
24iShares Trust 27,953640.4K $
25State Street SPDR Portfolio S& 7,600600.9K $
26iShares Trust 6,170599.9K $
27iShares Russell 2000 ETF 2,378589.8K $
28Crowdstrike Holdings Inc 1,430558.3K $
293M Co 3,802552.1K $
30iShares Russell 1000 Growth ETF 1,242529.5K $
31Advanced Micro Devices Inc 2,414491.1K $
32iShares Core MSCI Total International Stock ETF 5,544480.3K $
33Visa Inc 1,513457.2K $
34Honeywell International Inc 1,848417.7K $
35iShares National Muni Bond ETF 3,925416.7K $
36Apple Inc 1,598405.5K $
37Exxon Mobil Corp 2,377403.2K $
38Mastercard Inc 789394.3K $
39Invesco S&P 500 Equal Weight ETF 1,984380.8K $
40Meta Platforms Inc 664380.1K $
41iShares California Muni Bond ETF 5,918336.5K $
42iShares Short-Term National Muni Bond ETF 2,994318.8K $
43Bank of America Corp 5,845284.9K $
44SPDR Series Trust 4,735267.9K $
45First Trust Exchange-Traded Fund 5,267267.6K $
46Vanguard Mid-Cap ETF 825236.8K $
47Vanguard Small-Cap ETF 812212.6K $
48Coca-Cola Co/The 2,656202K $