Ergawealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Ergawealth Advisors, Inc. disclosed 50 stock positions valued at approximately $257.51M as of quarter-end June 30, 2026. The largest holdings include FIRST TR EXCHANGE TRADED FD, CAPITAL GROUP GROWTH ETF, and CAPITAL GROUP DIVIDEND VALUE.
- Report Period
- June 30, 2026
- No. of Stocks
- 50
- Portfolio Value
- $257.51M
Holdings by Sector
Ergawealth Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | FTHI | Other | 24.54% | 2,649,267 | +281,779 | +11.90% | $63,185,013 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 14.61% | 796,941 | +30,659 | +4.00% | $37,615,612 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 12.26% | 640,634 | +6,620 | +1.04% | $31,570,454 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 8.14% | 495,244 | +7,629 | +1.56% | $20,963,674 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 7.45% | 431,464 | +8,554 | +2.02% | $19,191,519 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 2.03% | 143,415 | -22,631 | -13.63% | $5,238,950 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.97% | 62,474 | -1,707 | -2.66% | $5,064,176 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 1.43% | 39,255 | -557 | -1.40% | $3,686,791 |
| FIRST TR EXCHNG TRADED FD VI | BUFQ | Other | 1.17% | 76,640 | -14,980 | -16.35% | $3,009,653 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 1.03% | 61,380 | -80 | -0.13% | $2,647,928 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.97% | 44,255 | -17,760 | -28.64% | $2,499,537 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.89% | 45,408 | -7,108 | -13.53% | $2,296,306 |
| PACER FDS TR | PALC | Other | 0.85% | 36,690 | -1,846 | -4.79% | $2,192,272 |
| APPLE INC | AAPL | Technology | 0.76% | 6,730 | -489 | -6.77% | $1,947,520 |
| JANUS DETROIT STR TR | JMBS | Other | 0.62% | 35,358 | -145 | -0.41% | $1,590,746 |
| PIMCO ETF TR | PYLD | Other | 0.61% | 58,777 | -155 | -0.26% | $1,558,766 |
| EA SERIES TRUST | BUXX | Other | 0.60% | 76,761 | -6,336 | -7.62% | $1,553,645 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.60% | 4,500 | - | - | $1,549,440 |
| FIRST TR EXCHNG TRADED FD VI | BUFZ | Other | 0.57% | 52,346 | -7,471 | -12.49% | $1,462,024 |
| ABBVIE INC | ABBV | Healthcare | 0.50% | 5,116 | - | - | $1,287,463 |
| ISHARES TR | USMV | Other | 0.46% | 12,277 | +28 | +0.23% | $1,184,223 |
| ISHARES TR | QUAL | Other | 0.42% | 4,982 | +7 | +0.14% | $1,093,230 |
| FIRST TR EXCHNG TRADED FD VI | BUFD | Other | 0.34% | 29,171 | -4,814 | -14.17% | $866,962 |
| BANK OF AMER CORP | BAC | Financial Services | 0.28% | 12,855 | - | - | $732,478 |
| FORD MTR CO | F | Consumer Cyclical | 0.27% | 50,033 | -25,000 | -33.32% | $695,459 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.24% | 2,155 | - | - | $606,008 |
| CIENA CORP | CIEN | Technology | 0.20% | 1,041 | +1,041 | +100.00% | $510,673 |
| ISHARES TR | IVV | Other | 0.19% | 664 | - | - | $497,250 |
| ISHARES TR | SMLF | Other | 0.18% | 5,261 | +9 | +0.17% | $468,933 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.18% | 1,926 | -300 | -13.48% | $459,043 |
Showing 30 of 50 holdings in the latest reporting period.