E&R Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, E&R Wealth Management, LLC held in its portfolio 12 assets valued at $95,821,662 (i.e. $95.82M).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($22.01M), VANGUARD INDEX FDS ($18.47M), and VANGUARD SCOTTSDALE FDS ($16.01M).

The chart below shows the top 10 valuable assets, and the table below shows the top 12 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in E&R Wealth Management, LLC Portfolio

VANGUARD INDEX FDS

VANGUARD SCOTTSDALE FDS

VANGUARD TAX-MANAGED FDS

VANGUARD INTL EQUITY INDEX F

VANGUARD INDEX FDS

BERKSHIRE HATHAWAY INC DEL

APPLE INC

E&R Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD INDEX FDS	115235	22008770	VALUE ETF
VANGUARD INDEX FDS	87204	18469023	SM CP VAL ETF
VANGUARD SCOTTSDALE FDS	200769	16007328	SHRT TRM CORP BD
VANGUARD SCOTTSDALE FDS	269707	15839884	SHORT TERM TREAS
VANGUARD TAX-MANAGED FDS	157419	9833992	VAN FTSE DEV MKT
VANGUARD INTL EQUITY INDEX F	45195	6477849	FTSE SMCAP ETF
VANGUARD INTL EQUITY INDEX F	60211	3236955	FTSE EMR MKT ETF
VANGUARD INDEX FDS	31648	2800525	REAL ESTATE ETF
BERKSHIRE HATHAWAY INC DEL	759	381511	CL B NEW
APPLE INC	1076	292554	COM
COCA COLA CO	3392	237135	COM
WALMART INC	2120	236136	COM