Erts Wealth Advisors, LLC Portfolio Holdings

Erts Wealth Advisors, LLC

  • $290 Million
  • Q2 2025

Erts Wealth Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $290 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 $39.8M, Spdr Portfolio with a value of $35.7M, Ishares Tr Ishares Core Msci E with a value of $28.7M, Spdr Portfolio Intermediate Te with a value of $27.2M, and Spdr Portfolio S&P 500 Value E with a value of $24.6M.

Examining the 13F form we can see an decrease of $224M in the current position value, from $514M to 290M.

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

Portfolio value $290 Million
ETFs: $289 Million
Utilities: $318,000
Technology: $288,000
Healthcare: $247,000
Consumer Defensive: $243,000
Financial Services: $228,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $290 Million
  • Prior Value $514 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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