Erickson Financial Group, LLC
Erickson Financial Group, LLC reported 25 positions worth $186.6M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: CGDV (27.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $52.1M | 27.94% | 1,057,731 | — | — | |
| ▸ 2 | MGK | SH | $28.2M | 15.10% | 320,460 | — | — | |
| ▸ 3 | ESGU | SH | $22.5M | 12.05% | 137,404 | — | — | |
| ▸ 4 | QQQ | SH | $17.4M | 9.33% | 23,644 | — | — | |
| ▸ 5 | VCIT | SH | $12.5M | 6.68% | 150,752 | — | — | |
| ▸ 6 | IWO | SH | $11.1M | 5.95% | 28,164 | — | — | |
| ▸ 7 | QQQJ | SH | $10.6M | 5.69% | 233,584 | — | — | |
| ▸ 8 | AGG | SH | $8.3M | 4.46% | 84,132 | — | — | |
| ▸ 9 | USIG | SH | $5.2M | 2.80% | 101,738 | — | — | |
| ▸ 10 | HYMB | SH | $4.4M | 2.38% | 174,515 | — | — |
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Frequently Asked Questions
What stocks does Erickson Financial Group, LLC hold as of Q2 2026?
Erickson Financial Group, LLC reported 25 positions worth $186.6M in its Q2 2026 13F filing. Largest positions: CGDV (27.9%), MGK (15.1%), ESGU (12.1%), QQQ (9.3%) and VCIT (6.7%).
What did Erickson Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Erickson Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
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.