Ergawealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Oak Brook, IL
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$226,162
Net value change ($000)
+8,830 (4.1%)
New positions
5
Sold out positions
4
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 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)
FTHI 4,794 9.7%
CGMM 1,711 7.9%
JMBS 1,604 NEW
PYLD 1,544 NEW
BUXX 881 110.0%
CGDV 667 2.5%
JPST 428 19.2%
CGGO 405 2.6%
CGUS 368 2.3%
HECA 331 NEW
Top Reduces (Value $000, Stocks/ETFs)
CGGR -1,165 -3.6%
JEPI -773 -18.0%
MSFT -258 -38.8%
TFLO -240 -100.0%
JMST -232 -100.0%
KHC -218 -100.0%
LLY -216 -100.0%
KNG -209 -27.4%
JEPQ -185 -32.3%
BUFQ -163 -4.8%
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