Titelia

Holdings of marrick wealth, LLC

42 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 80.8 % of the equity sleeve

Sector breakdown

  • Technology 5.2 %
  • Funds 3.4 %
  • Communication 1.4 %
  • Consumer discretionary 0.9 %
  • Financials 0.8 %
  • Consumer staples 0.3 %
  • Health care 0.3 %
  • Unattributed 87.8 %

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
1US4285.1M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 783,80230.5M $
2Avantis US Equity ETF 96,63510.7M $
3Dimensional ETF Trust 184,7807.8M $
4Avantis International Equity ETF 76,1846.5M $
5Dimensional International Core 82,4322.9M $
6Avantis Core Fixed Income ETF 58,0932.4M $
7Avantis Real Estate ETF 52,7392.3M $
8Dimensional U S Targeted Value ETF 34,4912.2M $
9Avantis Emerging Markets Equity ETF 22,2311.8M $
10Apple Inc 6,6221.7M $
11iShares Core S&P 500 ETF 2,3651.5M $
12Dimensional U S Small Cap ETF 14,6761M $
13Vanguard S&P 500 ETF 1,664994.3K $
14American Century ETF Trust 8,979991.9K $
15NVIDIA Corp 5,633982.4K $
16Microsoft Corp 2,591959K $
17Dimensional ETF Trust 37,452885.7K $
18Dimensional ETF Trust 11,339804K $
19TriCo Bancshares 16,414780.3K $
20American Century Diversified Municipal Bond ETF 13,188660.1K $
21Avantis Emerging Markets Value ETF 9,098545.7K $
22Alphabet Inc 1,768508.4K $
23Amazon.com Inc 2,233465.1K $
24Berkshire Hathaway Inc 859411.6K $
25iShares Core S&P Mid-Cap ETF 5,485370.4K $
26Dimensional ETF Trust 8,934348.1K $
27Alphabet Inc 1,166334.5K $
28Avantis Short-Term Fixed Income ETF 7,009328K $
29Tesla Inc 837311.2K $
30Meta Platforms Inc 539308.4K $
31State Street SPDR S&P MidCap 400 ETF Trust 488301K $
32BayCom Corp 10,000297.3K $
33Costco Wholesale Corp 298296.9K $
34VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,367294K $
35Vanguard Mid-Cap ETF 970278.6K $
36Broadcom Inc 869269K $
37Lam Research Corp 1,218260.2K $
38Advanced Micro Devices Inc 1,160236K $
39JPMorgan Chase & Co 791232.7K $
40AbbVie Inc 1,033224.7K $
41Clover Health Investments Corp 15,00026.4K $
42American Bitcoin Corp 10,0009.2K $