E&R Wealth Management
Latest statistics and disclosures from E&R Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002109932
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Positions held by E&R Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for E&R Wealth Management
E&R Wealth Management holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 23.9 | $28M | 129k | 217.93 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 20.5 | $24M | 99k | 242.99 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 15.7 | $19M | 234k | 79.03 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 15.6 | $18M | 315k | 58.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.3 | $12M | 170k | 71.25 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 6.6 | $7.8M | 50k | 154.29 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.4 | $4.0M | 67k | 59.69 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.1 | $3.7M | 38k | 96.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $380k | 759.00 | 500.39 |
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| Apple (AAPL) | 0.3 | $306k | 1.1k | 289.29 |
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| Coca-Cola Company (KO) | 0.2 | $275k | 3.4k | 81.27 |
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| Wal-Mart Stores (WMT) | 0.2 | $242k | 2.1k | 113.23 |
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Past Filings by E&R Wealth Management
SEC 13F filings are viewable for E&R Wealth Management going back to 2026
- E&R Wealth Management 2026 Q2 filed July 27, 2026