Erts Wealth Advisors, LLC Portfolio Holdings

Erts Wealth Advisors, LLC

  • $315 Million
  • Q4 2025

Erts Wealth Advisors, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $315 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Broad Usd High Yiel with a value of $43.1M, Ishares Tr Ishares Core Msci E with a value of $37.6M, Spdr Portfolio with a value of $34.4M, Spdr Portfolio Intermediate Te with a value of $30M, and Spdr Portfolio S&P 500 Value E with a value of $27.9M.

Examining the 13F form we can see an increase of $5.88M in the current position value, from $310M to 315M.

Below you can find more details about Erts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $315 Million
ETFs: $314 Million
Technology: $377,000
Utilities: $339,000
Consumer Cyclical: $327,000
Healthcare: $324,000
Financial Services: $218,000

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 30
  • Current Value $315 Million
  • Prior Value $310 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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