Ergawealth Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Oak Brook, IL
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$257,508
Net value change ($000)
+31,346 (13.9%)
New positions
3
Sold out positions
4
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,851 16.3%
CGGR 6,819 22.1%
CGGO 4,692 28.8%
CGDV 4,599 17.1%
CGMM 3,576 15.3%
CGUS 2,944 18.1%
CGNG 1,109 20.2%
RDVY 682 15.6%
CIEN 511 NEW
LLY 257 NEW
Top Reduces (Value $000, Stocks/ETFs)
JEPI -1,015 -28.9%
BUFR -368 -6.6%
JPST -362 -13.6%
T -338 -100.0%
KNG -294 -53.0%
GE -253 -100.0%
KR -236 -100.0%
BUFQ -226 -7.0%
ALTL -226 -44.1%
IAU -222 -100.0%
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