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 $2 Billions to $10 Billions

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

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
Track This Portfolio

Track Erts Wealth Advisors, LLC Portfolio

Follow Erts Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Erts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Erts Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email