Titelia

Holdings of Ergawealth Advisors, Inc.

45 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 87.6 % of the equity sleeve

Sector breakdown

  • Funds 1.9 %
  • Technology 1.5 %
  • Health care 0.8 %
  • Materials 0.8 %
  • Consumer discretionary 0.7 %
  • Financials 0.3 %
  • Communication 0.2 %
  • Energy 0.2 %
  • Industrials 0.1 %
  • Consumer staples 0.1 %
  • Unattributed 93.4 %

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
1US45189.9M $100.00 %

Positions

RankCompanySharesValueWeight
1First Trust Exchange Traded Fund VI 2,367,48854.3M $
2Capital Group Growth ETF 766,28230.8M $
3Capital Group Dividend Value ETF 634,01427M $
4Capital Group Global Growth Equity ETF 487,61516.3M $
5CAPITAL GROUP CORE EQUITY ETF 422,91016.2M $
6FT Vest Laddered Buffer ETF 166,0465.6M $
7Capital Group New Geography Equity ETF 173,9795.5M $
8First Trust Rising Dividend Achievers ETF 64,1814.4M $
9J P Morgan Exchange Traded Fund Trust 62,0153.5M $
10JPMorgan Ultra-Short Income ETF 52,5162.7M $
11First Trust SMID Cap Rising Dividend Achievers ETF 61,4602.4M $
12Apple Inc 7,2191.8M $
13Strive Enhanced Income Short M 83,0971.7M $
14Janus Henderson Mortgage-Backed Securities ETF 35,5031.6M $
15PIMCO Multisector Bond Active 58,9321.5M $
16Sherwin-Williams Co/The 4,5001.4M $
17iShares MSCI USA Min Vol Factor ETF 12,2491.1M $
18AbbVie Inc 5,1161.1M $
19iShares Trust 4,975954.3K $
20Ford Motor Co 75,033865.9K $
21Bank of America Corp 12,855626.7K $
22First Trust Exchange-Traded Fund IV 11,390554.8K $
23International Business Machines Corp. 2,155522.4K $
24ALPS ETF Trust 8,954471.3K $
25Amazon.com Inc 2,226463.6K $
26Abbott Laboratories 4,405452.2K $
27Chemours Co/The 20,100442.8K $
28iShares Core S&P 500 ETF 664433.7K $
29Microsoft Corp 1,101407.4K $
30First Trust Exchange-Traded Fund IV 15,780403.2K $
31iShares Trust 5,252396.4K $
32J P Morgan Exchange Traded Fund Trust 6,973387.1K $
33AT&T Inc 11,667338.2K $
34First Trust Exchange-Traded Fund VIII 7,369300.5K $
35First Trust Exchange-Traded Fund VIII 8,858297.2K $
36Exxon Mobil Corp 1,722292.2K $
37iShares Core U.S. Aggregate Bond ETF 2,940291.9K $
38State Street Utilities Select Sector SPDR ETF 5,903270.9K $
39iShares U.S. Equity Factor ETF 4,095270.3K $
40iShares MSCI USA Momentum Factor ETF 1,099263.7K $
41General Electric Co 893253.4K $
42Kroger Co/The 3,264236.2K $
43Ishares Gold Trust 2,522222.3K $
44iShares 0-5 Year TIPS Bond ETF 2,143221.7K $
45iShares Trust 2,671220.5K $