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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, CGGO, and represent 67.07% of Ergawealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FTHI (+$6.2M), CGGR, JMBS, PYLD, CGDV, CGMM, CGUS, CGGO, BUXX, JPST.
Started 5 new stock positions in HECA, XLU, PYLD, JMBS, ZROZ.
Reduced shares in these 10 stocks: JEPI, TFLO, JMST, KHC, LLY, KNG, JEPQ, RDVI, BUFZ, XOM.
Sold out of its positions in TFLO, JMST, KHC, LLY.
Ergawealth Advisors was a net buyer of stock by $16M.
Ergawealth Advisors has $226M in assets under management (AUM), dropping by 4.06%.
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 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	24.0	$54M	+12%	2.4M	22.95	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	13.6	$31M	+6%	766k	40.19	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	11.9	$27M	+5%	634k	42.54	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	10.3	$23M	+6%	794k	29.36	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	7.2	$16M	+6%	488k	33.37	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	7.2	$16M	+7%	423k	38.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.5	$5.6M		166k	33.77	View chart
Capital Group New Geography SHS (CGNG)	2.4	$5.5M	+5%	174k	31.57	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.9	$4.4M		64k	68.28	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.6	$3.7M		40k	92.76	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$3.5M	-17%	62k	56.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.4	$3.2M	-3%	92k	35.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$2.7M	+19%	53k	50.61	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.1	$2.4M		62k	39.43	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.9	$2.0M		39k	51.81	View chart
Apple (AAPL)	0.8	$1.8M		7.2k	253.80	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.7	$1.7M	+110%	83k	20.25	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.7	$1.6M	NEW	36k	45.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.7	$1.6M	-7%	60k	26.27	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$1.5M	NEW	59k	26.20	View chart
Sherwin-Williams Company (SHW)	0.6	$1.4M		4.5k	320.55	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.1M		12k	92.74	View chart
Abbvie (ABBV)	0.5	$1.1M	+2%	5.1k	217.49	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$954k		5.0k	191.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$952k	-3%	34k	28.00	View chart
Ford Motor Company (F)	0.4	$866k		75k	11.54	View chart
Bank of America Corporation (BAC)	0.3	$627k		13k	48.75	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$555k	-26%	11k	48.71	View chart
International Business Machines (IBM)	0.2	$522k	+7%	2.2k	242.39	View chart
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)	0.2	$512k	-12%	12k	43.88	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$471k	+2%	9.0k	52.64	View chart
Amazon (AMZN)	0.2	$464k	-4%	2.2k	208.27	View chart
Abbott Laboratories (ABT)	0.2	$452k		4.4k	102.66	View chart
Chemours (CC)	0.2	$443k		20k	22.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$434k	+12%	664.00	653.19	View chart
Microsoft Corporation (MSFT)	0.2	$407k	-19%	1.1k	370.07	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$405k	+16%	8.2k	49.37	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$403k	-24%	16k	25.55	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$396k		5.3k	75.48	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$387k	-29%	7.0k	55.52	View chart
At&t (T)	0.1	$338k	-2%	12k	28.99	View chart
Etf Opportunities Trust Hedgeye Capital (HECA)	0.1	$331k	NEW	12k	28.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$301k		7.4k	40.78	View chart
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM)	0.1	$297k		8.9k	33.56	View chart
Exxon Mobil Corporation (XOM)	0.1	$292k	-28%	1.7k	169.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$292k		2.9k	99.27	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$271k	NEW	5.9k	45.89	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$270k		4.1k	66.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$264k		1.1k	239.90	View chart
Ge Aerospace Com New (GE)	0.1	$253k	+2%	893.00	283.77	View chart
Kroger (KR)	0.1	$236k		3.3k	72.36	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.1	$236k	NEW	3.7k	64.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$222k	-21%	2.5k	88.16	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$222k		2.1k	103.43	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$221k	+2%	2.7k	82.57	View chart

Past Filings by Ergawealth Advisors

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

Ergawealth Advisors 2026 Q1 filed April 27, 2026
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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