Filer Snapshot

Titus Wealth Management

CIK 0001732007. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

19

Latest filing

09 Nov 2022

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2022. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$199.59M

161 holdings for Q2 2022

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Largest parsed holding

HDV

$19.06M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 09 Nov 2022 for CIK 0001732007.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$199.59M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$199.59M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
HDV AAPL VNLA QQQ BRKA
+15 moreSKYY IEFA EEMV BRKB IWF MINT IWM VGK PTLC XLRE FV AIA MSFT AMZN USA

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

HDV AAPL VNLA QQQ BRKA SKYY IEFA EEMV
+12 moreBRKB IWF MINT IWM VGK PTLC XLRE FV AIA MSFT AMZN USA
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
700 Larkspur Landing Circle, Suite 109, Larskpur, CA, 94939
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
CA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Titus Wealth Management

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $199.59M across 161 reported holdings for Q2 2022.
  • Largest parsed 13F holding: HDV at $19.06M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 161 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2022 - 09 Nov 2022

Top 5 concentration

30%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$60.28M

Compared with $199.59M total 13F value.

Top 5 net change

+$7.1M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: BRKA ยท Largest trim: VNLA

HDV AAPL VNLA QQQ BRKA Other holdings

HDV

9.6%

Ishares Tr

$19.06M

AAPL

6.8%

Apple Inc

$13.64M

VNLA

5.2%

Janus Detroit Str Tr

$10.4M

QQQ

4.5%

Invesco Qqq Tr

$8.99M

BRKA

4.1%

Berkshire Hathaway Inc Del

$8.18M

Latest update

What changed recently for Titus Wealth Management

New filing available

Latest 13F period: Q2 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

09 Nov 2022

Page type

Filer profile

Latest period

Q2 2022

Institutional portfolio context was refreshed from a 13F filing filed on 09 Nov 2022.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Titus Wealth Management has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q2 2022. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001732007 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
19
First seen
27 Feb 2018
Latest filing
09 Nov 2022
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Titus Wealth Management SEC filings Titus Wealth Management 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 19 SEC filings for Titus Wealth Management.

Open full filing history
13F-HR

13F-HR filing

Filing date
09 Nov 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 May 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
18 May 2020
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
18 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
18 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
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