Ergawealth Advisors, Inc.
CIK 0001973209 · OAK BROOK, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$257.5M
2026 Q2
Positions
54
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
FTHI
FIRST TR EXCHANGE TRADED FD
24.5%
CGGR
CAPITAL GROUP GROWTH ETF
14.6%
CGDV
CAPITAL GROUP DIVIDEND VALUE
12.3%
CGMM
CAPITAL GROUP EQUITY ETF TR
10.4%
CGGO
CAPITAL GROUP GBL GROWTH EQT
8.1%
CGUS
CAPITAL GROUP CORE EQUITY ET
7.5%
CGNG
CAPITAL GROUP NEW GEOGRAPHY
2.6%
BUFR
FIRST TR EXCHNG TRADED FD VI
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.