Titelia

Holdings of Cambridge Investment Research Advisors, Inc.

2727 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 21.1 % of the equity sleeve

Sector breakdown

  • Technology 11.6 %
  • Funds 10.6 %
  • Financials 3.9 %
  • Consumer discretionary 3.3 %
  • Communication 3.1 %
  • Industrials 3.0 %
  • Health care 2.6 %
  • Consumer staples 2.1 %
  • Energy 1.2 %
  • Utilities 1.0 %
  • Materials 0.6 %
  • Real estate 0.3 %
  • Unattributed 56.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • TW 0.3 %
  • GB 0.2 %
  • NL 0.1 %
  • BR 0.0 %
  • AU 0.0 %
  • DK 0.0 %
  • IL 0.0 %
  • BE 0.0 %
  • JP 0.0 %
  • KY 0.0 %
  • FR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2,65134.5M $99.28 %
2TW393K $0.27 %
3GB1562.7K $0.18 %
4NL537.2K $0.11 %
5BR615.7K $0.05 %
6AU46.7K $0.02 %
7DK25.5K $0.02 %
8IL34.9K $0.01 %
9BE13.4K $0.01 %
10JP43.3K $0.01 %
11KY72.6K $0.01 %
12FR12.3K $0.01 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 1,935,2461.2M $
2Apple Inc 4,385,0521.1M $
3NVIDIA Corp 5,674,949989.7K $
4iShares Core S&P 500 ETF 1,202,937785.8K $
5Invesco QQQ Trust Series 1 1,272,210734.3K $
6Vanguard Total Stock Market ETF 2,131,861683.9K $
7Amazon.com Inc 2,445,594509.3K $
8Vanguard Total International S 6,180,518476.6K $
9Microsoft Corp 1,281,790474.5K $
10State Street SPDR S&P 500 ETF Trust 643,723418.6K $
11Berkshire Hathaway Inc 741,877355.5K $
12Capital Group Dividend Value ETF 7,634,516324.8K $
13Alphabet Inc 1,004,911289K $
14Alphabet Inc 936,893268.8K $
15SPDR Gold Shares 584,011251.3K $
16SPDR Series Trust 2,648,917242.7K $
17Vanguard Growth ETF 538,579235.2K $
18Vanguard FTSE Developed Markets ETF 3,462,023221.8K $
19First Trust Rising Dividend Achievers ETF 3,230,196220.6K $
20Broadcom Inc 690,788213.8K $
21Vanguard Value ETF 1,028,947201.9K $
22JPMorgan Chase & Co 685,325201.6K $
23Schwab US Dividend Equity ETF 6,543,313200.7K $
24Vanguard Total Bond Market ETF 2,707,953199.4K $
25Pacer Funds Trust 3,154,181197.3K $
26Meta Platforms Inc 338,386193.6K $
27Exxon Mobil Corp 1,134,033192.4K $
28Tesla Inc 494,824184K $
29VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 854,916183.9K $
30Capital Group Growth ETF 4,557,813183.2K $
31JPMorgan Ultra-Short Income ETF 3,461,245175.2K $
32SPDR Series Trust 2,228,576170.6K $
33Walmart Inc 1,356,955168.6K $
34Vanguard High Dividend Yield E 1,090,112161.4K $
35Eli Lilly & Co 173,486159.6K $
36Palantir Technologies Inc 1,070,893156.7K $
37SELECT SECTOR SPDR TRUST (THE) 1,174,237156.1K $
38Caterpillar Inc 210,622149.2K $
39iShares Core U.S. Aggregate Bond ETF 1,468,473145.8K $
40Invesco S&P 500 Equal Weight ETF 758,937145.7K $
41Vanguard Charlotte Funds 3,013,127144.8K $
42iShares Core MSCI EAFE ETF 1,559,760141.2K $
43Costco Wholesale Corp 138,765138.3K $
44iShares Trust 1,139,627128.9K $
45iShares MSCI USA Min Vol Factor ETF 1,336,870124K $
46AbbVie Inc 552,320120.1K $
47CAPITAL GROUP CORE EQUITY ETF 3,126,028120.1K $
48Invesco S&P 500 Momentum ETF 1,063,931119.3K $
49Vanguard Information Technology ETF 167,353116.8K $
50Johnson & Johnson 477,473116.7K $
51Visa Inc 383,307115.9K $
52iShares Trust 540,233114.1K $
53Chevron Corp 545,053112.8K $
54Capital Group Global Growth Equity ETF 3,360,867112.2K $
55Vanguard Short-term Bond Etf 1,419,468111.3K $
56FT Vest Laddered Buffer ETF 3,289,880111.1K $
57Procter & Gamble Co/The 740,096106.9K $
58iShares Core S&P Small-Cap ETF 852,360106K $
59Janus Detroit Street Trust 2,099,166105.7K $
60INVESCO EXCHANGE-TRADED FUND TRUST II 443,314105.3K $
61SPDR Series Trust 1,071,443104.9K $
62Vanguard Small-Cap ETF 395,662103.6K $
63iShares Russell 2000 ETF 415,225103K $
64First Trust SMID Cap Rising Dividend Achievers ETF 2,597,783102.4K $
65J P Morgan Exchange Traded Fund Trust 1,778,164100.8K $
66iShares Core S&P Mid-Cap ETF 1,424,30996.2K $
67iShares Trust 1,002,92395.7K $
68iShares Core MSCI Emerging Markets ETF 1,357,05194.7K $
69Vanguard Mid-Cap ETF 327,44194K $
70iShares Core S&P Total U.S. Stock Market ETF 656,70593.5K $
71Taiwan Semiconductor Manufacturing Co Ltd 272,43992.1K $
72PIMCO Enhanced Short Maturity 902,38390.8K $
73iShares Russell Top 200 Growth 359,80489.5K $
74Advanced Micro Devices Inc 437,38289K $
75iShares Trust 461,72588.6K $
76Vanguard Extended Market ETF 427,04387.9K $
77iShares Russell 1000 Growth ETF 203,87886.9K $
78Putnam Focused Large Cap Value ETF 1,860,58786.3K $
79Ishares Gold Trust 960,56184.7K $
80Schwab Strategic Trust 2,896,94584.4K $
81Vanguard Intermediate-Term Corporate Bond ETF 1,000,85882.8K $
82iShares Trust 952,05082.5K $
83Invesco Ultra Short Duration E 1,630,14181.7K $
84Vanguard Bond Index Funds 1,050,40181.1K $
85Netflix Inc 836,54580.4K $
86Home Depot Inc/The 243,04579.9K $
87AT&T Inc 2,745,16979.6K $
88Fidelity Total Bond ETF 1,736,24879.2K $
89Verizon Communications Inc 1,566,22078.6K $
90International Business Machines Corp. 323,80578.5K $
91iShares Core Dividend Growth ETF 1,106,09277.6K $
92Select Sector Spdr Trust 1,265,52077.5K $
93iShares Core MSCI Total International Stock ETF 894,68177.5K $
94BlackRock ETF Trust 1,324,04677K $
95iShares Trust 1,621,13374.9K $
96VanEck Semiconductor ETF 193,69774.3K $
97Bluerock Total Incom 4,465,38874.2K $
98T. Rowe Price Capital Appreciation Equity ETF 2,048,44672.9K $
99Micron Technology Inc 214,59772.5K $
100Schwab U.S. Large-Cap ETF 2,826,36472.5K $