Titelia

Holdings of CORE WEALTH ADVISORS, LLC

30 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 71.9 % of the equity sleeve

Sector breakdown

  • Funds 32.2 %
  • Unattributed 67.8 %

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
1US30121.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Jpmorgan Core Plus Bond Etf 341,84416.1M $
2iShares Core S&P 500 ETF 21,46814M $
3Vanguard Value ETF 49,4839.7M $
4BlackRock ETF Trust 148,3328.6M $
5iShares Trust 70,2847.9M $
6iShares Core MSCI Emerging Markets ETF 111,7877.8M $
7iShares Trust 100,1387.4M $
8iShares Trust 57,4665.8M $
9iShares MBS ETF 53,6785.1M $
10iShares Trust 26,3095M $
11iShares MSCI EAFE Growth ETF 43,2474.8M $
12Vanguard Scottsdale Funds 78,8824.7M $
13BlackRock ETF Trust 114,4594.1M $
14iShares MSCI USA Momentum Factor ETF 15,8163.8M $
15iShares Trust 64,2993.2M $
16Hartford Strategic Income ETF 84,5572.9M $
17iShares Defense Industrials Ac 78,3352.6M $
18iShares National Muni Bond ETF 15,7941.7M $
19Graniteshares Gold Trust 32,2271.5M $
20Schwab Municipal Bond ETF 50,2951.3M $
21SPDR Series Trust 8,590841K $
22iShares ESG Aware MSCI USA ETF 3,366476K $
23iShares Trust 4,945440.1K $
24Ishares S&p 100 Etf 1,072341K $
25Ishares Inc 3,940309.9K $
26Vanguard S&P 500 ETF 443264.8K $
27iShares High Yield Muni Active ETF 5,136246.4K $
28SELECT SECTOR SPDR TRUST (THE) 1,795238.6K $
29SPDR Series Trust 927235.4K $
30Schwab Strategic Trust 7,090216.2K $