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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Titleist Asset Management LLC
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| CRD # | 323567 |
| SEC # | 801-126953 |
| CIK # | 0001977759, 0001223025 |
| AUM | $2.1 B (2025-07-31) |
| Employees | 32 (100% Investors, 47% Brokers) |
| Phone | 210-826-2424 |
| Address | 777 E Sonterra Blvd, Suite 330 San Antonio, TX 78258 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 55.5 | ||
| Nvidia Corp | 35.4 | ||
| ARK 21Shares Bitcoin ETF | 17.1 | ||
| Amazon Com Inc | 14.8 | ||
| Apple Inc | 14.3 | ||
| Palantir Technologies Inc | 12.8 | ||
| Broadcom Inc | 9.2 | ||
| MicroStrategy Inc | 8.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 823 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,006 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 46 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,574 | 2.1 |
| By Discretionary | ||
| Discretionary | 4,573 | 2.0 |
| Non-Discretionary | 1 | 0.0 |
| Total | 4,574 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 4,574 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001223025] | |
| 13F-HR | [0001977759] |
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UX Wealth Partners LLC
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IC Advisory Services Inc
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Summit Financial Strategies Inc
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OH | 2.1 |
|
Wilkinson Global Asset Management LLC
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NY | 2.1 |
|
Guardian Wealth Advisors LLC
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NC | 2.1 |