Erickson Financial Group, LLC Portfolio Holdings

Erickson Financial Group, LLC

  • $162 Million
  • Q4 2025

Erickson Financial Group, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $162 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $44.9M, Vanguard Mega Cap Growth ETF with a value of $29.4M, Ishares Trust Ishares Esg Awar with a value of $19.7M, Invesco Qqq Trust, Series 1 with a value of $13.6M, and Ishares Russell 2000 Gwt ETF with a value of $8.17M.

Examining the 13F form we can see an increase of $2.53M in the current position value, from $159M to 162M.

Erickson Financial Group, LLC is based out at Allentown, PA

Below you can find more details about Erickson Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $160 Million
Technology: $954,000
Healthcare: $725,000
Consumer Defensive: $291,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $162 Million
  • Prior Value $159 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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