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CIK: 0002109452
Total reported value
$269.3M
$269.3M
66 檔
22.6%
As reported in its official Q4 2025 Form 13F filing, Titan Wealth's tracked investment portfolio stood at $269.3M with 66 total positions.
During Q4 2025, Titan Wealth's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TSM, GOOG, MSFT) accounted for 22.6% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.19% | +0.19% | — | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.80% | -0.02% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.59% | +0.09% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.55% | +0.03% | — | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.25% | -1.12% | — | |
| 6 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 4.19% | — | — | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 4.03% | +0.52% | — | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.87% | -1.51% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.67% | -0.26% | — | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 3.58% | — | — | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.54% | -0.57% | EXIT | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.35% | +0.01% | — | |
| 13 | LHX | L3harris Technologies Inc | Stock-Industrials | 3.25% | -0.51% | — | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 3.22% | — | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 3.17% | +0.41% | — | |
| 16 | KLAC | Kla CORP | Stock-Tech | 3.16% | +1.13% | — | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 3.13% | -0.08% | — | |
| 18 | ✓ | Raytheon Technologies CORP | Stock-Other | 3.12% | -0.49% | — | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.08% | +0.81% | — | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.81% | +0.20% | — | |
| 21 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 2.76% | -0.13% | — | |
| 22 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 2.74% | -0.10% | — | |
| 23 | EBAY | Ebay Inc | Stock-Consumer Disc | 2.72% | -0.08% | — | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 2.46% | +0.47% | — | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 2.30% | -0.46% | — | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.16% | -2.65% | — | |
| 27 | BKR | Baker Hughes Co | Stock-Energy | 2.10% | -0.12% | — | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.89% | — | — | |
| 29 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.67% | -0.31% | EXIT | |
| 30 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.53% | +0.16% | — | |
| 31 | SNPS | Synopsys Inc | Stock-Tech | 0.44% | — | — | |
| 32 | MU | Micron Technology Inc | Stock-Tech | 0.40% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.03% | — | |
| 34 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.26% | -0.02% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.10% | — | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.18% | -0.02% | — | |
| 37 | BP | Bp Plc-spons Adr | Stock-Energy | 0.16% | -0.20% | EXIT | |
| 38 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.14% | -0.01% | — | |
| 39 | SE | Sea Ltd-adr | Stock-Comm Services | 0.14% | — | — | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.12% | +0.04% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | — | — | |
| 42 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.10% | — | — | |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.09% | -0.09% | EXIT | |
| 44 | IYM | Ishares U.s. Basic Materials | ETF-Other | 0.09% | -0.01% | — | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.07% | -0.01% | — | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.05% | — | — | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | — | |
| 48 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.04% | -0.01% | — | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.02% | — | — | |
| 50 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 0.02% | — | — |
According to official SEC Form 13F filings, Titan Wealth reported a total U.S. public equity portfolio value of $269.3M across 66 disclosed positions in Q4 2025.
During Q4 2025, Titan Wealth's top holdings by market value included TSM (5.2%)、GOOG (4.8%)、MSFT (4.6%). The largest single position, TSM, represented 5.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2025, Titan Wealth made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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