Titelia

Holdings of Equity Wealth Partners, LLC

69 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 66.2 % of the equity sleeve

Sector breakdown

  • Technology 4.1 %
  • Funds 3.2 %
  • Financials 2.1 %
  • Consumer discretionary 1.8 %
  • Industrials 1.0 %
  • Communication 0.4 %
  • Energy 0.4 %
  • Consumer staples 0.3 %
  • Health care 0.2 %
  • Unattributed 86.4 %

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 99.7 %
  • NL 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US68144.4M $99.75 %
2NL1366.1K $0.25 %

Positions

RankCompanySharesValueWeight
1Vanguard Mid-Cap ETF 60,70617.4M $
2iShares Russell Top 200 Growth 59,79414.9M $
3Schwab Fundamental U.S. Large Company ETF 454,73012.7M $
4State Street SPDR S&P 500 ETF Trust 15,62610.2M $
5Avantis International Equity ETF 112,0919.5M $
6Vanguard Bond Index Funds 118,3699.1M $
7Vanguard Small-Cap ETF 32,2888.5M $
8SELECT SECTOR SPDR TRUST (THE) 46,5456.2M $
9iShares Core U.S. Aggregate Bond ETF 41,1374.1M $
10Schwab US Dividend Equity ETF 109,0303.3M $
11Freedom 100 Emerging Markets E 45,3852.5M $
12VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 11,2512.4M $
13Avantis US Large Cap Value ETF 29,3832.4M $
14NVIDIA Corp 13,1622.3M $
15Vanguard S&P 500 ETF 3,4902.1M $
16Schwab Strategic Trust 68,6342M $
17iShares Core MSCI International Developed Markets ETF 20,9071.7M $
18American Century ETF Trust 15,0531.7M $
19Vanguard Growth ETF 3,7881.7M $
20Vanguard Index Funds 8,3311.5M $
21Berkshire Hathaway Inc 3,1941.5M $
22Ameriprise Financial Inc 3,2391.4M $
23Vanguard Value ETF 6,7291.3M $
24iShares Core S&P Small-Cap ETF 9,5581.2M $
25iShares Core S&P 500 ETF 1,6211.1M $
26Janus Detroit Street Trust 20,9591.1M $
27Palantir Technologies Inc 6,715982.3K $
28Amazon.com Inc 4,636965.5K $
29Apple Inc 3,721944.5K $
30INVESCO EXCHANGE-TRADED FUND TRUST II 3,926932.9K $
31Vanguard Scottsdale Funds 11,774879.8K $
32MercadoLibre Inc 482833.4K $
33Nexstar Media Group Inc 4,574827.2K $
34American Century Diversified Municipal Bond ETF 16,333817.5K $
35Honeywell International Inc 3,566806.1K $
36COLUMBIA RESEARCH ENHANCED CORE ETF 20,296791.1K $
37State Street SPDR S&P 600 Smal 7,874760.8K $
38Vanguard High Dividend Yield E 4,609682.6K $
39Axon Enterprise Inc 1,578670.2K $
40Vanguard Large-Cap ETF 2,177650.7K $
41FT Vest Laddered Buffer ETF 18,453623.2K $
42Exxon Mobil Corp 3,563604.5K $
43Costco Wholesale Corp 491489.7K $
44Pacer Funds Trust 7,538471.6K $
45Broadcom Inc 1,390430.2K $
46Avantis US Equity ETF 3,828425.6K $
47Booking Holdings Inc 96406K $
48Texas Roadhouse Inc 2,334385.4K $
49ASML Holding NV 277366.1K $
50Alphabet Inc 1,232353.3K $
51Invesco Russell 1000 Dynamic Multifactor ETF 5,610337.3K $
52SPDR SERIES TRUST 3,457327K $
53Crowdstrike Holdings Inc 794310K $
54Advanced Micro Devices Inc 1,519309K $
55Netflix Inc 3,080296.1K $
56iShares S&P Small-Cap 600 Growth ETF 2,036294.7K $
57Vanguard FTSE All World ex-US 2,004292.1K $
58Capital Group Core Plus Income ETF 13,006290.6K $
59Intuitive Surgical Inc 630290.4K $
60J P Morgan Exchange Traded Fund Trust 4,967281.6K $
61Microsoft Corp 747276.4K $
62iShares Core S&P Mid-Cap ETF 3,964267.7K $
63Invesco S&P 500 Low Volatility 3,513256.9K $
64McDonald's Corp. 818254.3K $
65Vanguard Real Estate ETF 2,676237.3K $
66Vanguard International Dividend Appreciation ETF 2,518222.7K $
67Vanguard Total International S 2,862220.7K $
68Lowe's Cos Inc 889210K $
69Honest Co Inc/The 10,08729.7K $