Ergawealth Advisors, Inc. - Portfolio overview

Ergawealth Advisors, Inc. has 64 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

  1. FTHI - FIRST TR EXCHANGE TRADED FD, 23.72%
  2. CGGR - CAPITAL GROUP GROWTH ETF, 13.44%
  3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 11.77%

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

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