Ergawealth Advisors, Inc.: 13F holdings

CIK 19732092026Q2

Positions54
Reported value$257.5m
Filed2026-08-07

Top 10 holdings

SecuritySharesValueWeight
FIRST TR EXCHANGE TRADED FD2,649,267$63.2m24.5%
CGGR CAPITAL GROUP GROWTH ETF796,941$37.6m14.6%
CGDV CAPITAL GROUP DIVIDEND VALUE640,634$31.6m12.3%
CAPITAL GROUP EQUITY ETF TR815,624$26.9m10.4%
CGGO CAPITAL GROUP GBL GROWTH EQT495,244$21.0m8.1%
CGUS CAPITAL GROUP CORE EQUITY ET431,464$19.2m7.5%
CAPITAL GROUP NEW GEOGRAPHY176,253$6.6m2.6%
BUFR FIRST TR EXCHNG TRADED FD VI143,415$5.2m2.0%
RDVY FIRST TR EXCHANGE TRADED FD62,474$5.1m2.0%
FTCS FIRST TR EXCHANGE-TRADED FD39,255$3.7m1.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1973209")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples