Titelia

Holdings of Bucket List Wealth Management, LLC

52 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 76.2 % of the equity sleeve

Sector breakdown

  • Funds 8.4 %
  • Technology 1.4 %
  • Communication 0.7 %
  • Consumer discretionary 0.7 %
  • Health care 0.6 %
  • Industrials 0.5 %
  • Financials 0.2 %
  • Energy 0.1 %
  • Unattributed 87.3 %

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
1US52152.1M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 69,85022.4M $
2Putnam Focused Large Cap Value ETF 345,53616M $
3American Century ETF Trust 126,26913.9M $
4SPDR Series Trust 135,31013.2M $
5INVESCO EXCHANGE-TRADED FUND TRUST II 55,68013.2M $
6Invesco S&P International Deve 214,86711.8M $
7SPDR Series Trust 163,5719.3M $
8iShares Trust 68,6516.7M $
9Invesco QQQ Trust Series 1 9,2535.3M $
10VanEck Merk Gold ETF 86,3553.9M $
11Fidelity Total Bond ETF 70,0043.2M $
12VanEck Uranium and Nuclear ETF 23,7413.2M $
13Vanguard Mega Cap Growth ETF 6,9392.5M $
14SELECT SECTOR SPDR TRUST (THE) 18,7842.5M $
15Vanguard S&P 500 ETF 3,9652.4M $
16Vanguard Total Bond Market ETF 24,0911.8M $
17iShares Trust 19,7281.6M $
18Apple Inc 5,9511.5M $
19iShares Trust 10,8001.5M $
20iShares Core S&P Small-Cap ETF 11,0521.4M $
21Janus Detroit Street Trust 26,6631.3M $
22iShares Trust 11,6931.3M $
23SPDR Gold Shares 2,6711.1M $
24Vanguard Real Estate ETF 9,466839.6K $
25iShares Silver Trust 11,009750.2K $
26iShares 0-5 Year TIPS Bond ETF 6,975721.4K $
27Tesla Inc 1,870695.2K $
28iShares U.S. Real Estate ETF 6,421607.2K $
29Pfizer Inc 19,224539.8K $
30CSX Corp 10,152416.8K $
31iShares MSCI USA Momentum Factor ETF 1,734416.1K $
32Verizon Communications Inc 7,923397.7K $
33Amazon.com Inc 1,847384.7K $
34International Business Machines Corp. 1,569380.2K $
35iShares Core S&P 500 ETF 555362.6K $
36Berkshire Hathaway Inc 676323.9K $
37Eli Lilly & Co 339312K $
38General Electric Co 1,099312K $
39Microsoft Corp 832308.1K $
40State Street SPDR S&P 500 ETF Trust 472307K $
41WisdomTree Trust WisdomTree In 13,401302.2K $
42AT&T Inc 9,378271.9K $
43VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,128242.6K $
44Vanguard Extended Market ETF 1,178242.5K $
45Meta Platforms Inc 416237.8K $
46Vanguard Growth ETF 542236.5K $
47Valero Energy Corp 883218.2K $
48Vanguard FTSE Developed Markets ETF 3,371216K $
49iShares Russell 1000 Growth ETF 495211.1K $
50Schwab US Broad Market ETF 8,388210.5K $
51Alphabet Inc 725208.5K $
52iShares iBoxx USD Investment Grade Corporate Bond ETF 1,858202.5K $