account_balance

Investment manager · 13F filer · SEC CIK 1973209

Ergawealth Advisors, Inc.

Reported value$253Mas of Sep 30, 2026
Positions53 0 new, 1 sold out
Top 10 weight85.9%FTHI alone is 25%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FTHI First Tr Exchange Traded Fd 25.3% Added +3%
CGGR Capital Group Growth ETF 15.0% Held
CGDV Capital Group Dividend Value 12.3% Held
CGMM Capital Group Equity ETF Tr 10.0% Held
CGGO Capital Group GBL Growth Eqt 7.8% Held
CGUS Capital Group Core Equity Et 7.6% Held
CGNG Capital Group New Geography 2.6% Held
BUFR First Tr Exchng Traded Fd Vi 2.0% Trimmed −5%
RDVY First Tr Exchange Traded Fd 1.9% Trimmed −3%
FTCS First Tr Exchange-Traded Fd 1.4% Trimmed −4%
BUFQ First Tr Exchng Traded Fd Vi 1.1% Trimmed −8%
JEPI J P Morgan Exchange Traded F 1.0% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Aug 7, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • BUXX +6%
  • FTHI +3%
arrow_downwardTrimmed
  • JPST −8%
  • SDVY −8%
  • BUFQ −8%
  • PALC −6%
remove_circleSold out
  • ZROZ $236K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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