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Titan Wealth Portfolio holdings
AUM
$269M
This Fund
S&P 500
This Quarter
Est. Return
+3%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
–
Cap. Flow
+$262M
Cap. Flow
% of AUM
100.56%
Top 10 Holdings %
Top 10 Hldgs %
42.73%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$13M |
| 2 |
Microsoft
MSFT
|
+$12.4M |
| 3 |
KraneShares CSI China Internet ETF
KWEB
|
+$12.3M |
| 4 |
Amazon
AMZN
|
+$11.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$11.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.33% |
| 2 | Healthcare | 12.54% |
| 3 | Miscellaneous | 11.35% |
| 4 | Communication Services | 9.5% |
| 5 | Consumer Discretionary | 9.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
TSMC
TSM
$2.28T
| $13.5M | 5.19% |
+44,457
| New | +$13M |
|
|
2
Alphabet (Google) Class C
GOOG
$4.1T
| $12.5M | 4.8% |
+39,771
| New | +$11.4M |
|
|
3
Microsoft
MSFT
$3.67T
| $11.9M | 4.59% |
+24,708
| New | +$12.4M |
|
|
4
Amazon
AMZN
$2.77T
| $11.8M | 4.55% |
+51,295
| New | +$11.7M |
|
5
Meta Platforms (Facebook)
META
$1.56T
| $11M | 4.25% |
+16,728
| New | +$11.2M |
|
|
6
KraneShares CSI China Internet ETF
KWEB
$4.89B
| $10.9M | 4.19% |
+320,191
| New | +$12.3M |
|
7
Arista Networks
ANET
$246B
| $10.5M | 4.03% |
+80,035
| New | +$11M |
|
8
ExxonMobil
XOM
$661B
| $10.1M | 3.87% |
+83,551
| New | +$9.69M |
|
9
NVIDIA
NVDA
$5.45T
| $9.55M | 3.67% |
+51,211
| New | +$9.53M |
|
10
State Street Health Care Select Sector SPDR ETF
XLV
$43.5B
| $9.32M | 3.58% |
+60,201
| New | +$9.02M |
|
11
Eli Lilly
LLY
$1T
| $9.21M | 3.54% |
+8,566
| New | +$8.19M |
|
12
JPMorgan Chase
JPM
$940B
| $8.72M | 3.35% |
+27,057
| New | +$8.38M |
|
13
L3Harris
LHX
$47.6B
| $8.44M | 3.25% |
+28,752
| New | +$8.31M |
|
14
Advanced Micro Devices
AMD
$826B
| $8.37M | 3.22% |
+39,073
| New | +$8.78M |
|
15
Broadcom
AVGO
$1.75T
| $8.25M | 3.17% |
+23,849
| New | +$8.53M |
|
16
KLA
KLAC
$247B
| $8.21M | 3.16% |
+67,580
| New | +$7.93M |
|
17
AbbVie
ABBV
$440B
| $8.15M | 3.13% |
+35,662
| New | +$8.12M |
|
18
CrowdStrike
CRWD
$215B
| $8.01M | 3.08% |
+68,372
| New | +$8.7M |
|
19
UnitedHealth
UNH
$360B
| $7.3M | 2.81% |
+22,100
| New | +$7.49M |
|
20
Interactive Brokers
IBKR
$41.2B
| $7.17M | 2.76% |
+111,457
| New | +$7.46M |
|
21
Edwards Lifesciences
EW
$50B
| $7.12M | 2.74% |
+83,561
| New | +$6.86M |
|
22
eBay
EBAY
$46.5B
| $7.06M | 2.72% |
+81,084
| New | +$7.02M |
|
23
Caterpillar
CAT
$378B
| $6.39M | 2.46% |
+11,149
| New | +$6.2M |
|
24
Uber
UBER
$149B
| $5.99M | 2.3% |
+73,296
| New | +$6.6M |
|
25
Lockheed Martin
LMT
$124B
| $5.62M | 2.16% |
+11,619
| New | +$5.56M |
|
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Titan Wealth's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Titan Wealth, which disclosed 66 positions worth $260M. Its ten largest holdings account for 43% of the portfolio.
Its largest position is TSMC: 44,457 shares worth $13.5M.
By sector, the portfolio is most concentrated in Technology at 35% of assets, followed by Healthcare and Miscellaneous.
- Titan Wealth's largest Q4 2025 buy was TSMC: 44,457 shares worth $13.5M.
- Titan Wealth's ten largest holdings make up 43% of its $260M portfolio in Q4 2025.
- Titan Wealth disclosed 66 positions in Q4 2025, its first 13F filing on record.
Based on Titan Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.