Ergawealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Ergawealth Advisors, Inc. held in its portfolio 52 assets valued at $217,332,132 (i.e. $217.33M).
The most valuable assets in the portfolio included: FIRST TR EXCHANGE TRADED FD ($49.54M), CAPITAL GROUP GROWTH ETF ($31.96M), and CAPITAL GROUP DIVIDEND VALUE ($26.30M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ergawealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | 2097358 | 49539587 | BUYWRIT INCM ETF |
| CAPITAL GROUP GROWTH ETF | 718735 | 31962126 | SHS CREATION UNI |
| CAPITAL GROUP DIVIDEND VALUE | 602751 | 26304054 | SHS CREATION UNI |
| CAPITAL GROUP EQUITY ETF TR | 749108 | 21604276 | US SMALL AND MID |
| CAPITAL GROUP CORE EQUITY ET | 394724 | 15879745 | SHS CREATION UNI |
| CAPITAL GROUP GBL GROWTH EQT | 457916 | 15866788 | SHS CREATION UNI |
| FIRST TR EXCHNG TRADED FD VI | 297494 | 10130405 | FT VEST LADDERED |
| CAPITAL GROUP NEW GEOGRAPHY | 165051 | 5270087 | SHS |
| FIRST TR EXCHANGE TRADED FD | 64986 | 4514601 | RISNG DIVD ACHIV |
| J P MORGAN EXCHANGE TRADED F | 74910 | 4287838 | EQUITY PREMIUM |
| FIRST TR EXCHANGE-TRADED FD | 40140 | 3713392 | CAP STRENGTH ETF |
| FIRST TR EXCHANGE-TRADED FD | 61639 | 2362012 | SMID RISNG ETF |
| J P MORGAN EXCHANGE TRADED F | 44087 | 2230363 | ULTRA SHRT ETF |
| PACER FDS TR | 39164 | 2045928 | LUNT LRGCP MULTI |
| APPLE INC | 7157 | 1945678 | COM |
| FIRST TR EXCHNG TRADED FD VI | 64642 | 1714952 | FT VEST LAD |
| SHERWIN WILLIAMS CO | 4500 | 1458135 | COM |
| ISHARES TR | 12206 | 1149328 | MSCI USA MIN VOL |
| ABBVIE INC | 5014 | 1145618 | COM |
| ISHARES TR | 4966 | 986369 | MSCI USA QLT FCT |
| FORD MTR CO | 75033 | 984433 | COM |
| EA SERIES TRUST | 39567 | 800844 | STRIVE ENHANCED |
| FIRST TR EXCHANGE-TRADED FD | 15546 | 764066 | FT VEST S&P 500 |
| BANK AMERICA CORP | 12800 | 704000 | COM |
| MICROSOFT CORP | 1375 | 664830 | COM |
| INTERNATIONAL BUSINESS MACHS | 2000 | 592420 | COM |
| PACER FDS TR | 13393 | 574837 | LUNT LRG CP ALTR |
| J P MORGAN EXCHANGE TRADED F | 9846 | 572252 | NASDAQ EQT PREM |
| FIRST TR EXCHANGE-TRADED FD | 20881 | 547922 | FT VEST RIS |
| ABBOTT LABS | 4331 | 542571 | COM |
| AMAZON COM INC | 2326 | 536887 | COM |
| ALPS ETF TR | 8711 | 409614 | ALERIAN MLP |
| ISHARES TR | 592 | 405472 | CORE S&P500 ETF |
| ISHARES TR | 5254 | 393421 | US SML CAP EQT |
| NEOS ETF TRUST | 7048 | 370228 | NEOS S&P 500 HI |
| FIRST TR EXCHNG TRADED FD VI | 7369 | 304566 | FT VEST US EQT |
| FIRST TR EXCHNG TRADED FD VI | 8858 | 297641 | VEST US MAX BUFF |
| AT&T INC | 11966 | 297235 | COM |
| ISHARES TR | 2940 | 293647 | CORE US AGGBD ET |
| EXXON MOBIL CORP | 2402 | 289049 | COM |
| ISHARES TR | 4102 | 284831 | U S EQUITY FACTR |
| ISHARES TR | 1098 | 274805 | MSCI USA MMENTM |
| GE AEROSPACE | 875 | 269526 | COM NEW |
| ISHARES GOLD TR | 3212 | 260718 | ISHARES NEW |
| ISHARES TR | 4754 | 239887 | TRS FLT RT BD |
| CHEMOURS CO | 20100 | 236979 | COM |
| J P MORGAN EXCHANGE TRADED F | 4559 | 232260 | ULTRA SHT MUNCPL |
| ISHARES TR | 2163 | 221470 | 0-5 YR TIPS ETF |
| KRAFT HEINZ CO | 9000 | 218250 | COM |
| ISHARES TR | 2611 | 216243 | 1 3 YR TREAS BD |
| ELI LILLY & CO | 201 | 216011 | COM |
| KROGER CO | 3264 | 203935 | COM |
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