Erts Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Erts Wealth Advisors, LLCInvestment ActivityErts Wealth Advisors, LLC has $314.46 million in total holdings as of March 31, 2026.Erts Wealth Advisors, LLC owns shares of 31 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 11.61% of the portfolio was purchased this quarter.About 11.11% of the portfolio was sold this quarter.This quarter, Erts Wealth Advisors, LLC has purchased 30 new stocks and bought additional shares in 8 stocks.Erts Wealth Advisors, LLC sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core MSCI Europe ETF $56,721,586SPDR Portfolio Intermediate Term Corporate Bond ETF $38,392,067iShares Broad USD High Yield Corporate Bond ETF $35,928,920SPDR Portfolio S&P 500 Value ETF $31,097,582SPDR Portfolio S&P 500 Growth ETF $28,142,236 Largest New Holdings this Quarter 464287200 - iShares Core S&P 500 ETF $217,248 Holding Largest Purchases this Quarter iShares Core MSCI Europe ETF 263,897 shares (about $18.54M)SPDR Portfolio Intermediate Term Corporate Bond ETF 256,947 shares (about $8.62M)iShares Core MSCI Pacific ETF 70,902 shares (about $5.42M)SPDR Portfolio S&P 500 Value ETF 53,151 shares (about $3.01M)iShares iBoxx $ Investment Grade Corporate Bond ETF 6,357 shares (about $692.84K) Largest Sales this Quarter iShares Broad USD High Yield Corporate Bond ETF 180,780 shares (about $6.66M)SPDR S&P 600 Small Cap Growth ETF 66,433 shares (about $6.42M)SPDR Portfolio S&P 500 Growth ETF 41,144 shares (about $4.03M)Vanguard Mid-Cap Value ETF 18,597 shares (about $3.43M)Schwab Short-Term U.S. Treasury ETF 131,896 shares (about $3.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofErts Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEURiShares Core MSCI Europe ETF$56,721,586$18,544,040 â–²48.6%807,19518.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$38,392,067$8,618,003 â–²28.9%1,144,66512.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$35,928,920$6,659,937 â–¼-15.6%975,26911.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$31,097,582$3,007,281 â–²10.7%549,6229.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$28,142,236$4,028,404 â–¼-12.5%287,4308.9%ETFGOVTiShares U.S. Treasury Bond ETF$18,691,250$2,518,495 â–¼-11.9%815,8565.9%ETFIPACiShares Core MSCI Pacific ETF$16,058,823$5,424,707 â–²51.0%209,8925.1%ETFIUSGiShares Core S&P U.S. Growth ETF$14,248,555$1,661,848 â–¼-10.4%91,8614.5%ManufacturingVOEVanguard Mid-Cap Value ETF$14,245,057$3,427,062 â–¼-19.4%77,3014.5%ETFVOTVanguard Mid-Cap Growth ETF$12,755,439$2,459,472 â–¼-16.2%49,5654.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$12,347,257$1,453,336 â–¼-10.5%469,4783.9%ETFIUSViShares Core S&P U.S. Value ETF$11,276,226$395,401 â–¼-3.4%110,2813.6%ManufacturingSLYGSPDR S&P 600 Small Cap Growth ETF$5,843,746$6,418,729 â–¼-52.3%60,4821.9%ETFSLYVSPDR S&P 600 Small Cap Value ETF$5,820,211$1,133,171 â–¼-16.3%61,5371.9%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,892,552$692,845 â–²21.7%35,7151.2%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$1,671,186$3,201,120 â–¼-65.7%68,8580.5%ETFTLTiShares 20+ Year Treasury Bond ETF$1,338,918$52,187 â–¼-3.8%15,4450.4%ETFIWSiShares Russell Mid-Cap Value ETF$1,025,482$307,528 â–¼-23.1%7,0360.3%ETFIWPiShares Russell Mid-Cap Growth ETF$917,384$213,971 â–¼-18.9%7,1600.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$596,9800.0%6,0140.2%FinanceIJSiShares S&P Small-Cap 600 Value ETF$449,373$100,321 â–¼-18.3%3,7940.1%ETFSHViShares Short Treasury Bond ETF$445,652$378,865 â–¼-45.9%4,0370.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$398,074$516,874 â–¼-56.5%2,7510.1%ETFWECWEC Energy Group$354,1400.0%3,0590.1%UtilitiesAAPLApple$336,395$21,580 â–¼-6.0%1,3250.1%Computer and TechnologyTSLATesla$297,4000.0%8000.1%Auto/Tires/TrucksLLYEli Lilly and Company$292,4870.0%3180.1%MedicalONEQFidelity NASDAQ Composite Index ETF$222,392$255 â–²0.1%2,6190.1%ETFSPYSPDR S&P 500 ETF Trust$220,917$650 â–²0.3%3400.1%FinanceHBANHuntington Bancshares$219,214$1,894 â–²0.9%14,0070.1%FinanceIVViShares Core S&P 500 ETF$217,248$217,248 â–²New Holding3330.1%ETFShowing 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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