Titelia

Holdings of American Wealth Advisors, LLC

41 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 78.1 % of the equity sleeve

Sector breakdown

  • Funds 49.2 %
  • Technology 1.0 %
  • Consumer discretionary 0.9 %
  • Energy 0.8 %
  • Financials 0.4 %
  • Health care 0.3 %
  • Communication 0.3 %
  • Unattributed 47.2 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4196M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 37,61324.6M $
2iShares Trust 123,71714M $
3iShares Trust 56,95312M $
4iShares Trust 74,1826.1M $
5iShares 0-5 Year TIPS Bond ETF 36,3823.8M $
6Vanguard Total Stock Market ETF 11,6403.7M $
7iShares 0-5 Year High Yield Corporate Bond ETF 84,1943.6M $
8iShares Select Dividend ETF 18,0562.7M $
9iShares Russell 2000 ETF 9,4372.3M $
10iShares 0-5 Year Investment Gr 42,2122.1M $
11iShares Trust 31,9902M $
12State Street Spdr Dow Jones Industrial Average Etf Trust 4,0541.9M $
13iShares Trust 12,9831.7M $
14iShares Core S&P Mid-Cap ETF 23,8661.6M $
15iShares Short-Term National Muni Bond ETF 9,9491.1M $
16iShares Trust 9,800952.9K $
17iShares Core High Dividend ETF 6,170837.5K $
18Exxon Mobil Corp 4,428751.3K $
19iShares Russell 2000 Growth ETF 2,147673.8K $
20iShares U.S. Real Estate ETF 6,906653.1K $
21iShares Russell 2000 Value ETF 3,410646.5K $
22iShares S&P Mid-Cap 400 Value ETF 4,574606.1K $
23TJX Cos Inc/The 3,600574.9K $
24iShares Trust 10,604540.3K $
25iShares MSCI EAFE ETF 5,473531.5K $
26Cisco Systems, Inc. 6,325490.8K $
27Apple Inc 1,841467.2K $
28iShares Trust 5,794460.9K $
29Invesco QQQ Trust Series 1 763440.2K $
30iShares Core Dividend Growth ETF 6,235437.6K $
31iShares Russell Mid-Cap Value 2,976433.8K $
32iShares Select U.S. REIT ETF 6,527404K $
33Berkshire Hathaway Inc 840402.5K $
34iShares S&P Mid-Cap 400 Growth ETF 3,938396.2K $
35iShares MSCI EAFE Min Vol Factor ETF 3,957361.5K $
36Amazon.com Inc 1,520316.6K $
37iShares Trust 1,632313.1K $
38iShares Core S&P Small-Cap ETF 2,281283.6K $
39Johnson & Johnson 1,085265.2K $
40iShares TIPS Bond ETF 2,378262.5K $
41Meta Platforms Inc 443253.5K $