Ergawealth Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$226.2M
Q ending 2026-03-31
Prior quarter
$217.3M
Q ending 2025-12-31
Change
+4.1% QoQ · +12.1% YoY
Positions
55
reported holdings
Largest positions
All 55 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| First Tr Exchange Traded Fd | FTHI | Shares | $54.3M | 2.4M |
| Capital Group Growth Etf | CGGR | Shares | $30.8M | 766K |
| Capital Group Dividend Value | CGDV | Shares | $27.0M | 634K |
| Capital Group Equity Etf Tr | CGMM | Shares | $23.3M | 794K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $16.3M | 488K |
| Capital Group Core Equity Et | CGUS | Shares | $16.2M | 423K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $5.6M | 166K |
| Capital Group New Geography | CGNG | Shares | $5.5M | 174K |
| First Tr Exchange Traded Fd | RDVY | Shares | $4.4M | 64K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $3.7M | 40K |
| J P Morgan Exchange Traded F | JEPI | Shares | $3.5M | 62K |
| First Tr Exchng Traded Fd Vi | BUFQ | Shares | $3.2M | 92K |
| J P Morgan Exchange Traded F | JPST | Shares | $2.7M | 53K |
| First Tr Exchange Traded Fd | SDVY | Shares | $2.4M | 61K |
| Pacer Fds Tr | PALC | Shares | $2.0M | 39K |
| Apple Inc | AAPL | Shares | $1.8M | 7K |
| Ea Series Trust | BUXX | Shares | $1.7M | 83K |
| Janus Detroit Str Tr | JMBS | Shares | $1.6M | 36K |
| First Tr Exchng Traded Fd Vi | BUFZ | Shares | $1.6M | 60K |
| Pimco Etf Tr | PYLD | Shares | $1.5M | 59K |
| Sherwin Williams Co | SHW | Shares | $1.4M | 5K |
| Ishares Tr | USMV | Shares | $1.1M | 12K |
| Abbvie Inc | ABBV | Shares | $1.1M | 5K |
| Ishares Tr | QUAL | Shares | $954K | 5K |
| First Tr Exchng Traded Fd Vi | BUFD | Shares | $952K | 34K |
| Ford Mtr Co | F | Shares | $866K | 75K |
| Bank America Corp | BAC | Shares | $627K | 13K |
| First Tr Exchange-Traded Fd | KNG | Shares | $555K | 11K |
| International Business Machs | IBM | Shares | $522K | 2K |
| Pacer Fds Tr | ALTL | Shares | $512K | 12K |
| Alps Etf Tr | AMLP | Shares | $471K | 9K |
| Amazon Com Inc | AMZN | Shares | $464K | 2K |
| Abbott Laboratories | ABT | Shares | $452K | 4K |
| Chemours Co | CC | Shares | $443K | 20K |
| Ishares Tr | IVV | Shares | $434K | 664 |
| Microsoft Corp | MSFT | Shares | $407K | 1K |
| Neos Etf Trust | SPYI | Shares | $405K | 8K |
| First Tr Exchange-Traded Fd | RDVI | Shares | $403K | 16K |
| Ishares Tr | SMLF | Shares | $396K | 5K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $387K | 7K |
| At&T Inc | T | Shares | $338K | 12K |
| Etf Opportunities Trust | HECA | Shares | $331K | 11K |
| First Tr Exchng Traded Fd Vi | GJUL | Shares | $300K | 7K |
| First Tr Exchng Traded Fd Vi | JULM | Shares | $297K | 9K |
| Exxon Mobil Corp | XOM | Shares | $292K | 2K |
| Ishares Tr | AGG | Shares | $292K | 3K |
| Select Sector Spdr Tr | XLU | Shares | $271K | 6K |
| Ishares Tr | LRGF | Shares | $270K | 4K |
| Ishares Tr | MTUM | Shares | $264K | 1K |
| Ge Aerospace | GE | Shares | $253K | 893 |
| Kroger Co | KR | Shares | $236K | 3K |
| Pimco Etf Tr | ZROZ | Shares | $236K | 4K |
| Ishares Gold Tr | IAU | Shares | $222K | 3K |
| Ishares Tr | STIP | Shares | $222K | 2K |
| Ishares Tr | SHY | Shares | $221K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.