Titelia

Holdings of CURTIS WEALTH MANAGEMENT LLC

44 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 53.2 % of the equity sleeve

Sector breakdown

  • Funds 25.7 %
  • Unattributed 74.3 %

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
1US4495M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Trust 66,3037.5M $
2BlackRock ETF Trust 127,1167.4M $
3iShares Core S&P 500 ETF 8,4035.5M $
4SPDR Series Trust 89,8975.1M $
5SPDR Series Trust 65,4745M $
6iShares Trust 212,4344.9M $
7iShares Trust 21,3624.1M $
8iShares Trust 58,5434M $
9Avantis Emerging Markets Equity ETF 44,7663.6M $
10iShares Trust 47,4563.5M $
11BlackRock ETF Trust 94,8303.4M $
12iShares Trust 66,8503.3M $
13iShares Trust 15,8163.3M $
14Invesco S&P 500 Momentum ETF 29,3003.3M $
15iShares Trust 65,3743M $
16Schwab U.S. Aggregate Bond ETF 125,0912.9M $
17BlackRock ETF Trust II 49,7222.6M $
18BlackRock ETF Trust 61,2722.5M $
19Global X Funds 34,6272.5M $
20iShares MBS ETF 21,7062.1M $
21Ishares S&p 100 Etf 4,9711.6M $
22Vanguard Tax-Exempt Bond Index ETF 31,0131.5M $
23iShares Trust 15,5881.4M $
24iShares National Muni Bond ETF 11,2441.2M $
25iShares Trust 10,384924.2K $
26Ishares Gold Trust 9,026795.7K $
27iShares Bitcoin Trust ETF 19,088733.4K $
28Wynn Resorts Ltd 6,901700.8K $
29SPDR Gold MiniShares Trust 6,973646.3K $
30iShares Russell 1000 Growth ETF 1,410601.4K $
31iShares Trust 5,807584.8K $
32iShares MSCI International Value Factor ETF 14,502575.5K $
33iShares ESG Aware MSCI USA ETF 3,476491.5K $
34ISHARES TRUST 7,021477K $
35iShares Convertible Bond ETF 4,095416.8K $
36iShares Trust 1,926411.6K $
37iShares Core MSCI EAFE ETF 4,152375.9K $
38iShares Core MSCI Emerging Markets ETF 5,355373.5K $
39iShares Trust 3,597349.7K $
40iShares Core S&P Total U.S. Stock Market ETF 2,233318K $
41iShares ESG Aware U.S. Aggregate Bond ETF 6,447306.6K $
42iShares MSCI EAFE Growth ETF 2,578287.1K $
43iShares U.S. Technology ETF 1,445262.1K $
44Invesco National AMT-Free Municipal Bond ETF 9,112209.4K $