Erickson Financial Group, LLC - Portfolio overview

Erickson Financial Group, LLC has 26 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 28.21%
2. MGK - VANGUARD WORLD FD, 17.02%
3. ESGU - ISHARES TR, 12.07%

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

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