Erts Wealth Advisors, LLC Portfolio Holdings

Erts Wealth Advisors, LLC

  • $310 Million
  • Q3 2025

Erts Wealth Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $310 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Broad Usd High Yiel with a value of $42.1M, Ishares Tr Ishares Core Msci E with a value of $36.3M, Spdr Portfolio with a value of $34.2M, Spdr Portfolio Intermediate Te with a value of $28.9M, and Spdr Portfolio S&P 500 Value E with a value of $26.9M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $290M to 310M.

Below you can find more details about Erts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $310 Million
ETFs: $308 Million
Technology: $358,000
Consumer Cyclical: $355,000
Utilities: $350,000
Healthcare: $242,000
Financial Services: $237,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.9B
$350,000 0.11% of portfolio
3,059
Q2 2025 New
$22.2B
$237,000 0.08% of portfolio
13,764
Q3 2025 Added 0.9%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $310 Million
  • Prior Value $290 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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