Ergawealth Advisors

Ergawealth Advisors as of June 30, 2026

Portfolio Holdings for Ergawealth Advisors

Ergawealth Advisors holds 54 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
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 24.5 $63M 2.6M 23.85
Capital Group Growth Etf Shs Creat Unit (CGGR) 14.6 $38M 797k 47.20
Capital Group Dividend Value Shs Creat Unit (CGDV) 12.3 $32M 641k 49.28
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) 10.4 $27M 816k 32.97
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 8.1 $21M 495k 42.33
Capital Group Core Equity Et Shs Creat Unit (CGUS) 7.5 $19M 432k 44.48
Capital Group New Geography SHS (CGNG) 2.6 $6.6M 176k 37.46
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 2.0 $5.2M 143k 36.53
First Tr Exchange Traded Risng Divd Achiv (RDVY) 2.0 $5.1M 63k 81.06
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.4 $3.7M 39k 93.92
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ) 1.2 $3.0M 77k 39.27
First Tr Exchange Traded Smid Risng Etf (SDVY) 1.0 $2.6M 61k 43.14
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $2.5M 44k 56.48
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $2.3M 45k 50.57
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.9 $2.2M 37k 59.75
Apple (AAPL) 0.8 $1.9M 6.7k 289.38
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.6 $1.6M 35k 44.99
Pimco Etf Tr Multisector Bd (PYLD) 0.6 $1.6M 59k 26.52
Ea Series Trust Strive Enhanced (BUXX) 0.6 $1.6M 77k 20.24
Sherwin-Williams Company (SHW) 0.6 $1.5M 4.5k 344.32
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.6 $1.5M 52k 27.93
Abbvie (ABBV) 0.5 $1.3M 5.1k 251.65
Ishares Tr Msci Usa Min Etf (USMV) 0.5 $1.2M 12k 96.46
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $1.1M 5.0k 219.44
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) 0.3 $867k 29k 29.72
Bank of America Corporation (BAC) 0.3 $733k 13k 56.98
Ford Motor Company (F) 0.3 $696k 50k 13.90
International Business Machines (IBM) 0.2 $606k 2.2k 281.21
Ciena Corp Com New (CIEN) 0.2 $511k 1.0k 490.56
Ishares Tr Core S&p500 Etf (IVV) 0.2 $497k 664.00 748.87
Ishares Tr Us Sml Cap Eqt (SMLF) 0.2 $469k 5.3k 89.13
Amazon (AMZN) 0.2 $459k 1.9k 238.34
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $445k 8.6k 51.85
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.2 $444k 8.4k 53.09
Chemours (CC) 0.2 $413k 20k 20.52
Microsoft Corporation (MSFT) 0.2 $405k 1.1k 372.92
Abbott Laboratories (ABT) 0.2 $397k 4.4k 90.74
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $377k 1.1k 342.90
Etf Opportunities Trust Hedgeye Capital (HECA) 0.1 $332k 12k 27.30
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $321k 7.4k 43.49
Ishares Tr U S Equity Factr (LRGF) 0.1 $310k 4.1k 75.63
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM) 0.1 $307k 8.9k 34.60
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $288k 2.9k 98.98
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $287k 9.7k 29.40
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.1 $286k 5.6k 51.30
Select Sector Spdr Tr St Str Util Etf (XLU) 0.1 $268k 5.9k 45.34
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $261k 5.2k 50.50
Eli Lilly & Co. (LLY) 0.1 $257k 214.00 1199.43
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $249k 4.0k 61.46
Exxon Mobil Corporation (XOM) 0.1 $245k 1.8k 136.75
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.1 $236k 3.7k 64.10
Fifth Third Ban (FITB) 0.1 $229k 4.1k 56.37
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $219k 2.7k 82.11
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $219k 2.1k 102.16