account_balance

Investment manager · 13F filer · SEC CIK 2164012

GER Loftin Wealth Advisors LLC

Reported value$314Mas of Sep 30, 2026
Positions67
Top 10 weight55.7%CGDV alone is 8%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

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
CGDV Capital Group 8.4%
VOO Vanguard 7.5%
TCAF T. Rowe Price 6.8%
RDVY First Trust 5.9%
QQQM Invesco 5.4%
AAPL Apple Inc. 5.2%
VIG Vanguard 5.1%
NVDA NVIDIA Corp 3.9%
QQQ Invesco 3.8%
COWG Pacer 3.6%
MSFT Microsoft Corp 3.5% GOOGL Alphabet Inc. 2.8%

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.

This is data, not investment advice. About StockToast · Your watchlist