Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ergawealth Advisors, Inc. (CIK 1973209) reported $257.5M across 54 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FTHI ($63.2M, 24.54%), CGGR ($37.6M, 14.61%), CGDV ($31.6M, 12.26%), CGMM ($26.9M, 10.44%), CGGO ($21.0M, 8.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTHI | FIRST TR EXCHANGE TRADED FD | $63.2M | 24.54% | 2.6M | Added |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | $37.6M | 14.61% | 796,941 | Added |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $31.6M | 12.26% | 640,634 | Added |
| 4 | CGMM | CAPITAL GROUP EQUITY ETF TR | $26.9M | 10.44% | 815,624 | Added |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $21.0M | 8.14% | 495,244 | Added |
| 6 | CGUS | CAPITAL GROUP CORE EQUITY ET | $19.2M | 7.45% | 431,464 | Added |
| 7 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $6.6M | 2.56% | 176,253 | Added |
| 8 | BUFR | FIRST TR EXCHNG TRADED FD VI | $5.2M | 2.03% | 143,415 | Trimmed |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.1M | 1.97% | 62,474 | Trimmed |
| 10 | FTCS | FIRST TR EXCHANGE-TRADED FD | $3.7M | 1.43% | 39,255 | Trimmed |
| 11 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $3.0M | 1.17% | 76,640 | Trimmed |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | $2.6M | 1.03% | 61,380 | Trimmed |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.97% | 44,255 | Trimmed |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $2.3M | 0.89% | 45,408 | Trimmed |
| 15 | PALC | PACER FDS TR | $2.2M | 0.85% | 36,690 | Trimmed |
| 16 | AAPL | APPLE INC | $1.9M | 0.76% | 6,730 | Trimmed |
| 17 | JMBS | JANUS DETROIT STR TR | $1.6M | 0.62% | 35,358 | Trimmed |
| 18 | PYLD | PIMCO ETF TR | $1.6M | 0.61% | 58,777 | Trimmed |
| 19 | BUXX | EA SERIES TRUST | $1.6M | 0.60% | 76,761 | Trimmed |
| 20 | SHW | SHERWIN WILLIAMS CO | $1.5M | 0.60% | 4,500 | Hold |
| 21 | BUFZ | FIRST TR EXCHNG TRADED FD VI | $1.5M | 0.57% | 52,346 | Trimmed |
| 22 | ABBV | ABBVIE INC | $1.3M | 0.50% | 5,116 | Hold |
| 23 | USMV | ISHARES TR | $1.2M | 0.46% | 12,277 | Added |
| 24 | QUAL | ISHARES TR | $1.1M | 0.42% | 4,982 | Added |
| 25 | BUFD | FIRST TR EXCHNG TRADED FD VI | $866,962 | 0.34% | 29,171 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30