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 $226.2M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FTHI ($54.3M, 24.02%), CGGR ($30.8M, 13.62%), CGDV ($27.0M, 11.93%), CGMM ($23.3M, 10.31%), CGGO ($16.3M, 7.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTHI | FIRST TR EXCHANGE TRADED FD | $54.3M | 24.02% | 2.4M | Added |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | $30.8M | 13.62% | 766,282 | Added |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $27.0M | 11.93% | 634,014 | Added |
| 4 | CGMM | CAPITAL GROUP EQUITY ETF TR | $23.3M | 10.31% | 794,117 | Added |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $16.3M | 7.19% | 487,615 | Added |
| 6 | CGUS | CAPITAL GROUP CORE EQUITY ET | $16.2M | 7.18% | 422,910 | Added |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | $5.6M | 2.48% | 166,046 | Trimmed |
| 8 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $5.5M | 2.43% | 173,979 | Added |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | $4.4M | 1.94% | 64,181 | Trimmed |
| 10 | FTCS | FIRST TR EXCHANGE-TRADED FD | $3.7M | 1.63% | 39,812 | Trimmed |
| 11 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.5M | 1.55% | 62,015 | Trimmed |
| 12 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $3.2M | 1.43% | 91,620 | Trimmed |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $2.7M | 1.18% | 52,516 | Added |
| 14 | SDVY | FIRST TR EXCHANGE TRADED FD | $2.4M | 1.07% | 61,460 | Trimmed |
| 15 | PALC | PACER FDS TR | $2.0M | 0.88% | 38,536 | Trimmed |
| 16 | AAPL | APPLE INC | $1.8M | 0.81% | 7,219 | Added |
| 17 | BUXX | EA SERIES TRUST | $1.7M | 0.74% | 83,097 | Added |
| 18 | JMBS | JANUS DETROIT STR TR | $1.6M | 0.71% | 35,503 | New |
| 19 | BUFZ | FIRST TR EXCHNG TRADED FD VI | $1.6M | 0.69% | 59,817 | Trimmed |
| 20 | PYLD | PIMCO ETF TR | $1.5M | 0.68% | 58,932 | New |
| 21 | SHW | SHERWIN WILLIAMS CO | $1.4M | 0.64% | 4,500 | Hold |
| 22 | USMV | ISHARES TR | $1.1M | 0.50% | 12,249 | Added |
| 23 | ABBV | ABBVIE INC | $1.1M | 0.49% | 5,116 | Added |
| 24 | QUAL | ISHARES TR | $954,306 | 0.42% | 4,975 | Added |
| 25 | BUFD | FIRST TR EXCHNG TRADED FD VI | $951,580 | 0.42% | 33,985 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31