Ergawealth Advisors, Inc.
All 13F Filings
- Location
- Oak Brook, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 257,508
- Description
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- Website
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- Founded
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- 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 | 8/7/2026 | 54 | 257,508 | 13F-HR | Ergawealth Advisors, Inc. |
| Q1 2026 | 4/27/2026 | 55 | 226,162 | 13F-HR | Ergawealth Advisors, Inc. |
| Q4 2025 | 1/21/2026 | 54 | 217,332 | 13F-HR | Ergawealth Advisors, Inc. |
| Q3 2025 | 10/20/2025 | 59 | 214,672 | 13F-HR | Ergawealth Advisors, Inc. |
| Q2 2025 | 7/22/2025 | 73 | 222,255 | 13F-HR | Ergawealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 96.32 K | 37.4% | 3.333 K | 0 | 3.333 K |
| ETFs | 161.2 K | 62.6% | 28.02 K | 0 | 28.02 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
257,508
Holdings
54
QoQ value change ($000)
31,346
(13.9%)
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.