Ergawealth Advisors, Inc. Portfolio Holdings

Ergawealth Advisors, Inc.

  • $217 Billion
  • Q4 2025

Ergawealth Advisors, Inc. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $217 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Exchange Traded Fd with a value of $49.5B, Capital Group Growth ETF Shs C with a value of $32B, Capital Group Divid Value ETF with a value of $26.3B, Capital Group Equity ETF Tr with a value of $21.6B, and Capital Group Core Equity ETF with a value of $15.9B.

Examining the 13F form we can see an increase of $2.66B in the current position value, from $215B to 217B.

Ergawealth Advisors, Inc. is based out at Oak Brook, IL

Below you can find more details about Ergawealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $217 Billion
ETFs: $158 Billion
Technology: $3.2 Billion
Healthcare: $1.9 Billion
Basic Materials: $1.7 Billion
Consumer Cyclical: $1.52 Billion
Financial Services: $704 Million
Consumer Defensive: $422 Million
Communication Services: $297 Million
Other: $559 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.79B
$237 Million 0.11% of portfolio
20,100
Q2 2025 Added 33.11%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $217 Billion
  • Prior Value $215 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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