E&R Wealth Management, LLC
All 13F Filings
- Location
- Mount Pleasant, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 117,866
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 12 | 117,866 | 13F-HR | E&R Wealth Management, LLC |
| Q1 2026 | 5/14/2026 | 12 | 100,390 | 13F-HR | E&R Wealth Management, LLC |
| Q4 2025 | 2/11/2026 | 12 | 95,822 | 13F-HR | E&R Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.203 K | 1.0% | 44 | 0 | 44 |
| ETFs | 116.7 K | 99.0% | 17.43 K | 0 | 17.43 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
117,866
Holdings
12
QoQ value change ($000)
17,476
(17.4%)
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.