Ergawealth Advisors, Inc.
All 13F Filings
- Location
- Oak Brook, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 217,332
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.4 K | 72.9% | 0 | 7.764 K | -7.764 K |
| ETFs | 58.73 K | 27.1% | 10.42 K | 0 | 10.42 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
217,332
Holdings
54
QoQ value change ($000)
2,660
(1.2%)
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.