Erickson Financial Group, LLC Portfolio Holdings

Erickson Financial Group, LLC

  • $148 Million
  • Q2 2025

Erickson Financial Group, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $148 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $40.8M, Vanguard Mega Cap Growth ETF with a value of $27.3M, Ishares Trust Ishares Esg Awar with a value of $17.5M, Invesco Qqq Trust, Series 1 with a value of $13M, and Ishares Russell 2000 Gwt ETF with a value of $7.6M.

Examining the 13F form we can see an increase of $14.3M in the current position value, from $134M to 148M.

Erickson Financial Group, LLC is based out at Allentown, PA

Below you can find more details about Erickson Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
ETFs: $146 Million
Technology: $842,000
Healthcare: $542,000
Consumer Defensive: $318,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $148 Million
  • Prior Value $134 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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