E&R Wealth Management, LLC - Portfolio overview

E&R Wealth Management, LLC has 12 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Financial Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 23.12%
2. VBR - VANGUARD INDEX FDS, 19.57%
3. VGSH - VANGUARD SCOTTSDALE FDS, 16.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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