Erickson Financial Group, LLC
All 13F Filings
- Location
- Allentown, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 186,592
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 25 | 186,592 | 13F-HR | Erickson Financial Group, LLC |
| Q1 2026 | 4/8/2026 | 25 | 159,581 | 13F-HR | Erickson Financial Group, LLC |
| Q4 2025 | 1/21/2026 | 25 | 162,847 | 13F-HR | Erickson Financial Group, LLC |
| Q3 2025 | 10/28/2025 | 26 | 159,233 | 13F-HR | Erickson Financial Group, LLC |
| Q2 2025 | 8/12/2025 | 26 | 148,013 | 13F-HR | Erickson Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.24 K | 29.1% | 7.032 K | 0 | 7.032 K |
| ETFs | 132.4 K | 70.9% | 19.98 K | 0 | 19.98 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
186,592
Holdings
25
QoQ value change ($000)
27,011
(16.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.