Ergawealth Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Oak Brook, IL
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$253,392
Net value change ($000)
-4,116 (-1.6%)
New positions
1
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 1,011 1.6%
AAPL 299 15.3%
CGGR 280 0.7%
EXXONMOBIL HOLDINGS CORP 276 NEW
CGUS 153 0.8%
MSFT 95 23.5%
BUXX 84 5.4%
ABBV 60 4.7%
ABT 35 8.8%
AMZN 27 5.9%
Top Reduces (Value $000, Stocks/ETFs)
CGMM -1,443 -5.4%
CGGO -1,200 -5.7%
CGDV -373 -1.2%
SDVY -350 -13.2%
RDVY -343 -6.8%
PALC -329 -15.0%
CIEN -255 -49.9%
XOM -245 -100.0%
ZROZ -236 -100.0%
JPST -192 -8.4%
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