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CIK: 0002109452
Total reported value
$269.3M
$269.3M
51 檔
21.2%
According to the latest 13F quarterly dataset, Titan Wealth managed an equity portfolio of $269.3M at the end of Q1 2026, spanning 51 distinct U.S. exchange-listed positions.
In Q1 2026, Titan Wealth adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 23 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 5.66% | -1.51% | -7.64% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.10% | -0.02% | +3.51% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.97% | +0.03% | +7.80% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.53% | -1.12% | +9.48% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.45% | +0.19% | -31.46% | |
| 6 | BKR | Baker Hughes Co | Stock-Energy | 3.89% | -0.12% | +23.27% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.72% | -0.26% | -3.57% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 3.70% | -0.08% | +10.53% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.70% | +0.01% | +7.63% | |
| 10 | LHX | L3harris Technologies Inc | Stock-Industrials | 3.66% | -0.51% | -14.66% | |
| 11 | ✓ | Raytheon Technologies CORP | Stock-Other | 3.63% | -0.49% | -1.44% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.61% | -1.16% | — | |
| 13 | KLAC | Kla CORP | Stock-Tech | 3.55% | +1.13% | -17.49% | |
| 14 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 3.52% | -0.10% | +21.95% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.37% | +0.81% | +16.76% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 3.26% | +0.41% | +2.15% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | +0.09% | -18.11% | |
| 18 | ANET | Arista Networks Inc | Stock-Tech | 3.19% | +0.52% | -24.86% | |
| 19 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 3.19% | -0.13% | -1.33% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.02% | +0.20% | +16.80% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.99% | -2.65% | -1.29% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 2.97% | +0.47% | -13.04% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 2.79% | -0.46% | +22.51% | |
| 24 | EBAY | Ebay Inc | Stock-Consumer Disc | 2.79% | -0.08% | -12.55% | |
| 25 | MOS | Mosaic Co/the | Stock-Materials | 2.48% | +0.04% | — | |
| 26 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.49% | +0.16% | +12.29% | |
| 27 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 1.46% | -1.46% | EXIT | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 1.45% | +0.92% | — | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.39% | +1.21% | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | -0.57% | EXIT | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.03% | +39.57% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.10% | — | |
| 33 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.31% | -0.31% | EXIT | |
| 34 | SUNB | Sunbelt Rentals Holdings Inc | Stock-Industrials | 0.26% | — | — | |
| 35 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.20% | -0.02% | -40.83% | |
| 36 | BP | Bp Plc-spons Adr | Stock-Energy | 0.20% | -0.20% | EXIT | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.17% | -0.02% | — | |
| 38 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.14% | -0.01% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | — | — | |
| 40 | IYM | Ishares U.s. Basic Materials | ETF-Other | 0.11% | -0.01% | — | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.10% | +0.04% | — | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.09% | -0.09% | EXIT | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.06% | — | — | |
| 44 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.06% | -0.01% | — | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | — | |
| 46 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.04% | -0.01% | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.02% | — | — | |
| 48 | TMDX | Transmedics Group Inc | Stock-Healthcare | 0.01% | — | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | — | — | — | |
| 50 | HBR | Canary Hbar ETF | ETF-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKR | Baker Hughes Co | +1.8% | +23.27% | Add |
| 2 | XOM | Exxon Mobil CORP | +1.8% | -7.64% | Trim |
| 3 | LMT | Lockheed Martin CORP | +0.8% | -1.29% | Trim |
| 4 | EW | Edwards Lifesciences CORP | +0.8% | +21.95% | Add |
| 5 | ABBV | Abbvie Inc | +0.6% | +10.53% | Add |
| 6 | CAT | Caterpillar Inc | +0.5% | -13.04% | Trim |
| 7 | ✓ | Raytheon Technologies CORP | +0.5% | -1.44% | Trim |
| 8 | UBER | Uber Technologies Inc | +0.5% | +22.51% | Add |
| 9 | IBKR | Interactive Brokers Gro-cl A | +0.4% | -1.33% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.4% | +7.80% | Add |
| 11 | LHX | L3harris Technologies Inc | +0.4% | -14.66% | Trim |
| 12 | KLAC | Kla CORP | +0.4% | -17.49% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.4% | +7.63% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.3% | +3.51% | Add |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +16.76% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.3% | +9.48% | Add |
| 17 | UNH | Unitedhealth Group Inc | +0.2% | +16.80% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +39.57% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | +2.15% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 21 | EBAY | Ebay Inc | +0.1% | -12.55% | Trim |
| 22 | NVDA | Nvidia CORP | +0.1% | -3.57% | Trim |
| 23 | BP | Bp Plc-spons Adr | 0% | -17.92% | Trim |
| 24 | IYM | Ishares U.s. Basic Materials | 0% | — | Unchanged |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | — | Unchanged |
| 27 | DEO | Diageo Plc-sponsored Adr | — | — | Unchanged |
| 28 | PGR | Progressive CORP | — | — | Unchanged |
| 29 | AAPL | Apple Inc | — | — | Unchanged |
| 30 | IXJ | Ishares Global Healthcare Et | — | — | Unchanged |
| 31 | AJG | Arthur J Gallagher & Co | — | — | Unchanged |
| 32 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 33 | IBIT | Ishares Bitcoin Trust ETF | 0% | — | Unchanged |
| 34 | TMDX | Transmedics Group Inc | 0% | — | Unchanged |
| 35 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 36 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 37 | COIN | Coinbase Global Inc -class A | 0% | +12.29% | Add |
| 38 | RIO | Rio Tinto Plc-spon Adr | -0.1% | -40.83% | Trim |
| 39 | TSM | Taiwan Semiconductor-sp Adr | -0.7% | -31.46% | Trim |
| 40 | ANET | Arista Networks Inc | -0.8% | -24.86% | Trim |
| 41 | MSFT | Microsoft CORP | -1.4% | -18.11% | Trim |
| 42 | MELI | Mercadolibre Inc | -1.4% | -80.94% | Trim |
| 43 | LLY | Eli Lilly & Co | -3% | -83.39% | Trim |
| 44 | KWEB | Kranesh Csi China Internet | — | EXIT | Sold out |
| 45 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 46 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 47 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 48 | MOS | Mosaic Co/the | — | NEW | New buy |
| 49 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 50 | PDD | Pdd Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Titan Wealth reported a total U.S. public equity portfolio value of $269.3M across 51 disclosed positions in Q1 2026.
During Q1 2026, Titan Wealth's top holdings by market value included XOM (5.7%)、GOOG (5.1%)、AMZN (5.0%). The largest single position, XOM, represented 5.7% 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 terms of portfolio concentration, the top 5 core holdings (including XOM, GOOG, AMZN) accounted for 21.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
PLTR
市值: $8.3M
Top Position Liquidated / Trimmed
KWEB
前期市值: $10.9M
In Q1 2026, Titan Wealth made 60 total portfolio adjustments, initiating 8 new buys, adding to 13 positions, trimming 16 holdings, and fully liquidating 23 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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