Ergawealth Advisors, Inc. Top Holdings and 13F Report (2026) About Ergawealth Advisors, Inc.Investment ActivityErgawealth Advisors, Inc. has $226.16 million in total holdings as of March 31, 2026.Ergawealth Advisors, Inc. owns shares of 55 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 8.24% of the portfolio was purchased this quarter.About 1.31% of the portfolio was sold this quarter.This quarter, Ergawealth Advisors, Inc. has purchased 54 new stocks and bought additional shares in 22 stocks.Ergawealth Advisors, Inc. sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings First Trust BuyWrite Income ETF $54,333,845Capital Group Growth ETF $30,796,891Capital Group Dividend Value ETF $26,970,967CAPITAL GROUP EQUITY ETF TR $23,315,264Capital Group Global Growth Equity ETF $16,271,708 Largest New Holdings this Quarter 47103U852 - Janus Henderson Mortgage-Backed Securities ETF $1,604,039 Holding72201R585 - PIMCO Multi Sector Bond Active ETF $1,544,007 Holding26923Q747 - ETF OPPORTUNITIES TRUST $330,821 Holding81369Y886 - Utilities Select Sector SPDR Fund $270,879 Holding72201R882 - PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund $235,621 Holding Largest Purchases this Quarter First Trust BuyWrite Income ETF 270,130 shares (about $6.20M)Capital Group Growth ETF 47,547 shares (about $1.91M)Janus Henderson Mortgage-Backed Securities ETF 35,503 shares (about $1.60M)PIMCO Multi Sector Bond Active ETF 58,932 shares (about $1.54M)Capital Group Dividend Value ETF 31,263 shares (about $1.33M) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 12,895 shares (about $730.89K)FT Vest S&P 500 Dividend Aristocrats Target Income ETF 4,156 shares (about $202.45K)JPMorgan Nasdaq Equity Premium Income ETF 2,873 shares (about $159.50K)FT Vest Rising Dividend Achievers Target Income ETF 5,101 shares (about $130.33K)FIRST TR EXCHNG TRADED FD VI 4,825 shares (about $126.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofErgawealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFTHIFirst Trust BuyWrite Income ETF$54,333,845$6,199,483 ▲12.9%2,367,48824.0%ETFCGGRCapital Group Growth ETF$30,796,891$1,910,915 ▲6.6%766,28213.6%ETFCGDVCapital Group Dividend Value ETF$26,970,967$1,329,929 ▲5.2%634,01411.9%ETFCAPITAL GROUP EQUITY ETF TR$23,315,264$1,321,464 ▲6.0%794,11710.3%US SMALL AND MIDCGGOCapital Group Global Growth Equity ETF$16,271,708$991,055 ▲6.5%487,6157.2%ETFCGUSCapital Group Core Equity ETF$16,248,190$1,082,905 ▲7.1%422,9107.2%ETFBUFRFT Vest Laddered Buffer ETF$5,607,373$49,878 ▼-0.9%166,0462.5%ETFCAPITAL GROUP NEW GEOGRAPHY$5,492,518$281,857 ▲5.4%173,9792.4%SHSRDVYFirst Trust Rising Dividend Achievers ETF$4,382,258$54,965 ▼-1.2%64,1811.9%ManufacturingFTCSFirst Trust Capital Strength ETF$3,692,992$30,426 ▼-0.8%39,8121.6%ETFJEPIJPMorgan Equity Premium Income ETF$3,515,018$730,890 ▼-17.2%62,0151.6%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$3,236,018$113,271 ▼-3.4%91,6201.4%ETFJPSTJPMorgan Ultra-Short Income ETF$2,657,859$426,596 ▲19.1%52,5161.2%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,423,372$7,058 ▼-0.3%61,4601.1%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$1,996,541$32,537 ▼-1.6%38,5360.9%ETFAAPLApple$1,832,207$15,736 ▲0.9%7,2190.8%Computer and TechnologyEA SERIES TRUST$1,682,301$881,266 ▲110.0%83,0970.7%STRIVE ENHANCEDJMBSJanus Henderson Mortgage-Backed Securities ETF$1,604,039$1,604,039 ▲New Holding35,5030.7%ETFFIRST TR EXCHNG TRADED FD VI$1,571,393$126,753 ▼-7.5%59,8170.7%FT VEST LADPYLDPIMCO Multi Sector Bond Active ETF$1,544,007$1,544,007 ▲New Holding58,9320.7%ETFSHWSherwin-Williams$1,442,4750.0%4,5000.6%Basic MaterialsUSMViShares MSCI USA Min Vol Factor ETF$1,135,951$3,988 ▲0.4%12,2490.5%ETFABBVAbbVie$1,112,693$22,184 ▲2.0%5,1160.5%MedicalQUALiShares MSCI USA Quality Factor ETF$954,306$1,726 ▲0.2%4,9750.4%ETFBUFDFT Vest Laddered Deep Buffer ETF$951,580$32,452 ▼-3.3%33,9850.4%ETFFFord Motor$865,8810.0%75,0330.4%Auto/Tires/TrucksBACBank of America$626,681$2,681 ▲0.4%12,8550.3%FinanceKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$554,826$202,446 ▼-26.7%11,3900.2%ETFIBMInternational Business Machines$522,350$37,570 ▲7.8%2,1550.2%Computer and TechnologyALTLPacer Lunt Large Cap Alternator ETF$511,849$75,873 ▼-12.9%11,6640.2%ETFAMLPAlerian MLP ETF$471,343$12,792 ▲2.8%8,9540.2%ETFAMZNAmazon.com$463,609$20,827 ▼-4.3%2,2260.2%Retail/WholesaleABTAbbott Laboratories$452,225$7,597 ▲1.7%4,4050.2%MedicalCCChemours$442,8030.0%20,1000.2%Basic MaterialsIVViShares Core S&P 500 ETF$433,720$47,030 ▲12.2%6640.2%ETFMSFTMicrosoft$407,444$101,398 ▼-19.9%1,1010.2%Computer and TechnologySPYINEOS S&P 500 High Income ETF$405,065$57,119 ▲16.4%8,2050.2%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$403,170$130,328 ▼-24.4%15,7800.2%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$396,438$151 ▼0.0%5,2520.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$387,121$159,501 ▼-29.2%6,9730.2%ETFTAT&T$338,226$8,668 ▼-2.5%11,6670.1%Computer and TechnologyETF OPPORTUNITIES TRUST$330,821$330,821 ▲New Holding11,4590.1%HEDGEYE CAPITALFIRST TR EXCHNG TRADED FD VI$300,4810.0%7,3690.1%FT VEST US EQTFIRST TR EXCHNG TRADED FD VI$297,2390.0%8,8580.1%VEST US MAX BUFFXOMExxonMobil$292,228$115,398 ▼-28.3%1,7220.1%EnergyAGGiShares Core U.S. Aggregate Bond ETF$291,8540.0%2,9400.1%FinanceXLUUtilities Select Sector SPDR Fund$270,879$270,879 ▲New Holding5,9030.1%ETFLRGFiShares U.S. Equity Factor ETF$270,286$462 ▼-0.2%4,0950.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$263,650$240 ▲0.1%1,0990.1%ETFGEGE Aerospace$253,407$5,108 ▲2.1%8930.1%AerospaceKRKroger$236,1830.0%3,2640.1%Retail/WholesaleZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$235,621$235,621 ▲New Holding3,6810.1%ETFIAUiShares Gold Trust$222,340$60,831 ▼-21.5%2,5220.1%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$221,650$2,069 ▼-0.9%2,1430.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$220,544$4,954 ▲2.3%2,6710.1%ManufacturingTFLOiShares Treasury Floating Rate Bond ETF$0$239,887 ▼-100.0%00.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$0$232,260 ▼-100.0%00.0%ETFKHCKraft Heinz$0$218,250 ▼-100.0%00.0%Consumer StaplesLLYEli Lilly and Company$0$216,011 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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