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Ergawealth Advisors

Latest statistics and disclosures from Ergawealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are FTHI, CGGR, CGDV, CGMM, CGUS, and represent 66.85% of Ergawealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FTHI (+$23M), CGMM (+$12M), CGUS (+$9.2M), CGGO (+$8.6M), CGNG, CGGR, CGDV, MSFT, LLY, BUXX.
Started 1 new stock position in LLY.
Reduced shares in these 10 stocks: RDVY (-$7.6M), FTCS (-$7.5M), JEPI (-$6.2M), BUFR (-$5.4M), PALC (-$5.3M), ALTL (-$5.1M), SDVY, BUFQ, KNG, RDVI.
Sold out of its positions in CDW, FSCO, FDL, FDN, SDVD, UCON.
Ergawealth Advisors was a net seller of stock by $-148k.
Ergawealth Advisors has $217M in assets under management (AUM), dropping by 1.24%.
Central Index Key (CIK): 0001973209

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Positions held by Ergawealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Ergawealth Advisors

Ergawealth Advisors holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	22.8	$50M	+87%	2.1M	23.62	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	14.7	$32M	+7%	719k	44.47	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	12.1	$26M	+4%	603k	43.64	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	9.9	$22M	+125%	749k	28.84	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	7.3	$16M	+138%	395k	40.23	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	7.3	$16M	+117%	458k	34.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.6	$5.7M	-48%	168k	34.26	View chart
Capital Group New Geography SHS (CGNG)	2.4	$5.3M	+130%	165k	31.93	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.1	$4.5M	-62%	65k	69.47	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.0	$4.3M	-59%	75k	57.24	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.7	$3.7M	-66%	40k	92.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.6	$3.4M	-57%	95k	35.84	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.1	$2.4M	-67%	62k	38.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$2.2M	-4%	44k	50.59	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.9	$2.0M	-71%	39k	52.24	View chart
Apple (AAPL)	0.9	$1.9M	-4%	7.2k	271.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.8	$1.7M	-50%	65k	26.53	View chart
Sherwin-Williams Company (SHW)	0.7	$1.5M		4.5k	324.03	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.1M	-16%	12k	94.16	View chart
Abbvie (ABBV)	0.5	$1.1M		5.0k	228.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.5	$993k	-35%	35k	28.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$986k	-13%	5.0k	198.62	View chart
Ford Motor Company (F)	0.5	$984k		75k	13.12	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.4	$801k	+3%	40k	20.24	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$764k	-84%	16k	49.15	View chart
Bank of America Corporation (BAC)	0.3	$704k		13k	55.00	View chart
Microsoft Corporation (MSFT)	0.3	$665k	+190%	1.4k	483.51	View chart
International Business Machines (IBM)	0.3	$592k		2.0k	296.21	View chart
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)	0.3	$575k	-89%	13k	42.92	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$572k	-70%	9.8k	58.12	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$548k	-83%	21k	26.24	View chart
Abbott Laboratories (ABT)	0.2	$543k		4.3k	125.28	View chart
Amazon (AMZN)	0.2	$537k	-4%	2.3k	230.82	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$410k		8.7k	47.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$406k		592.00	684.92	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$393k	-15%	5.3k	74.88	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$370k	+2%	7.0k	52.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$305k		7.4k	41.33	View chart
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM)	0.1	$298k		8.9k	33.60	View chart
At&t (T)	0.1	$297k	-9%	12k	24.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$294k		2.9k	99.88	View chart
Exxon Mobil Corporation (XOM)	0.1	$289k		2.4k	120.34	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$285k	-19%	4.1k	69.44	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$275k	-24%	1.1k	250.28	View chart
Ge Aerospace Com New (GE)	0.1	$270k		875.00	308.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$261k		3.2k	81.17	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$240k		4.8k	50.46	View chart
Chemours (CC)	0.1	$237k		20k	11.79	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$232k		4.6k	50.95	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$222k		2.2k	102.39	View chart
Kraft Heinz (KHC)	0.1	$218k		9.0k	24.25	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$216k		2.6k	82.82	View chart
Eli Lilly & Co. (LLY)	0.1	$216k	NEW	201.00	1074.68	View chart
Kroger (KR)	0.1	$204k		3.3k	62.48	View chart

Past Filings by Ergawealth Advisors

SEC 13F filings are viewable for Ergawealth Advisors going back to 2022

Ergawealth Advisors 2025 Q4 filed Jan. 21, 2026
Ergawealth Advisors 2025 Q3 filed Oct. 20, 2025
Ergawealth Advisors 2025 Q2 filed July 22, 2025
Ergawealth Advisors 2025 Q1 filed April 22, 2025
Ergawealth Advisors 2024 Q4 filed Feb. 5, 2025
Ergawealth Advisors 2024 Q3 filed Oct. 23, 2024
Ergawealth Advisors 2024 Q2 filed July 22, 2024
Ergawealth Advisors 2024 Q1 filed April 29, 2024
Ergawealth Advisors 2023 Q4 filed Jan. 30, 2024
Ergawealth Advisors 2023 Q3 filed Oct. 30, 2023
Ergawealth Advisors 2023 Q2 filed July 17, 2023
Ergawealth Advisors 2023 Q1 filed May 2, 2023
Ergawealth Advisors 2022 Q4 filed April 14, 2023

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