Ergawealth Advisors

Ergawealth Advisors as of March 31, 2026

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