Institutions / Ergawealth Advisors, Inc.
Ergawealth Advisors, Inc.
CIK 1973209 · Institution · as of Jun 30, 2026
Portfolio value
$257.51M
Positions
54
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$257.51M+18.5%Positions
54+0.0%Top holdings
Jun 30, 2026View all 54 →
| Company | Value | % of portfolio |
|---|---|---|
| First Trust Exchange-Traded Fund VI | $63.19M | 24.5% |
| Capital Group Growth ETF | $37.62M | 14.6% |
| Capital Group Dividend Value | $31.57M | 12.3% |
| Capital Group Equity ETF Tr | $26.89M | 10.4% |
| Capital Group Gbl Growth Eqt | $20.96M | 8.1% |
| Capital Group Core Equity Et | $19.19M | 7.5% |
| Capital Group New Geography | $6.60M | 2.6% |
| First Tr Exchng Traded Fd VI | $5.24M | 2.0% |
| First Tr Exchange Traded Fd | $5.06M | 2.0% |
| First Tr Exchange-Traded Fd | $3.69M | 1.4% |
| First Tr Exchng Traded Fd VI | $3.01M | 1.2% |
| First Tr Exchange Traded Fd | $2.65M | 1.0% |
| J P Morgan Exchange Traded F | $2.50M | 1.0% |
| J P Morgan Exchange Traded F | $2.30M | 0.9% |
| Pacer Fds Tr | $2.19M | 0.9% |
| Apple Inc. | $1.95M | 0.8% |
| Janus Detroit Str Tr | $1.59M | 0.6% |
| PIMCO ETF Tr | $1.56M | 0.6% |
| Ea Series Trust | $1.55M | 0.6% |
| Sherwin Williams Co | $1.55M | 0.6% |
| First Tr Exchng Traded Fd VI | $1.46M | 0.6% |
| AbbVie Inc. | $1.29M | 0.5% |
| iShares MSCI UAE ETF | $1.18M | 0.5% |
| iShares MSCI UAE ETF | $1.09M | 0.4% |
| First Tr Exchng Traded Fd VI | $867.0K | 0.3% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | First Trust Exchange-Traded Fund VI | $13.16M | +552K +26.31% | 2,649,267 24.54% of portfolio | medium |
| Q2 2026 as of | Add | 14020G101 | $3.69M | +78K +10.88% | 796,941 14.61% of portfolio | low |
| Q2 2026 as of | Add | 14022A102 | $2.19M | +67K +8.88% | 815,624 10.44% of portfolio | low |
| Q2 2026 as of | Add | 14020W106 | $1.87M | +38K +6.29% | 640,634 12.26% of portfolio | low |
| Q2 2026 as of | Trim | 46641Q332 | $-1.73M | -31K -40.92% | 44,255 0.97% of portfolio | low |
| Q2 2026 as of | Add | 14020V108 | $1.63M | +37K +9.31% | 431,464 7.45% of portfolio | low |
| Q2 2026 as of | New | 47103U852 | $1.59M | +35K | 35,358 0.62% of portfolio | low |
| Q2 2026 as of | Add | 14020X104 | $1.58M | +37K +8.15% | 495,244 8.14% of portfolio | low |
| Q2 2026 as of | New | 72201R585 | $1.56M | +59K | 58,777 0.61% of portfolio | low |
| Q2 2026 as of | Trim | 33740F755 | $-880.7K | -24K -14.39% | 143,415 2.03% of portfolio | low |