E&R Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
12
Total value ($000)
$100,390
Net value change ($000)
+4,568 (4.8%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTV 1,203 5.5%
VBR 1,182 6.4%
VGSH 741 4.7%
VCSH 511 3.2%
VEA 332 3.4%
VNQ 259 9.2%
VSS 212 3.3%
VWO 116 3.6%
WMT 28 11.9%
KO 21 8.9%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -20 -6.8%
BRK-B -18 -4.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type