Arkolith/Funds/E&R Wealth Management, LLC

E&R Wealth Management, LLC

CIK 2109932
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

E&R Wealth Management, LLC holds a concentrated book of 12 stocks worth $117.9M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they trimmed Apple Inc. Their largest long position is Vanguard Value ETF at 24% of the equity book. Cloning the disclosed picks since 2026 would be +3% (+6.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
9
existing
Trimmed
2
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.8%
+6.2%/yr · since Feb '26
Their reported book
+7.7%
held from quarter-end
S&P 500
+7.1%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
E&R Wealth Management, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +7.7%, a 4.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning E&R Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
86%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Financials
0%
Information Technology
0%
Consumer Staples
0%
Consumer Discretionary
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as E&R Wealth Management, LLC

Manager / fundShared namesTheir $ in those
VANGUARD GROUP INC12 / 12$547.9B
BlackRock, Inc.12 / 12$418.6B
MORGAN STANLEY12 / 12$112.6B
BANK OF AMERICA CORP /DE/12 / 12$103.2B
FMR LLC12 / 12$99.4B
JPMORGAN CHASE & CO12 / 12$91.9B
NORTHERN TRUST CORP12 / 12$62.8B
GOLDMAN SACHS GROUP INC12 / 12$42.8B

Ranked by how many of E&R Wealth Management, LLC's top 12 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

12 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
VALUE ETF
$28.2M129.2K
23.9%
+9.2%
Added · +11K sh
2Vanguard Index FDS
SM CP VAL ETF
$24.2M99.4K
20.5%
+9.9%
Added · +9K sh
3Vanguard Scottsdale FDS
SHRT TRM CORP BD
$18.5M233.8K
15.7%
+12%
Added · +25K sh
4Vanguard Scottsdale FDS
SHORT TERM TREAS
$18.3M315.0K
15.6%
+11%
Added · +32K sh
5Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$12.1M169.8K
10.3%
+7.0%
Added · +11K sh
6Vanguard Intl Equity Index F
FTSE SMCAP ETF
$7.8M50.4K
6.6%
+9.7%
Added · +4K sh
7Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$4.0M67.1K
3.4%
+8.2%
Added · +5K sh
8Vanguard Index FDS
REAL ESTATE ETF
$3.7M38.0K
3.1%
+10%
Added · +3K sh
9Berkshire Hathaway Inc Del
CL B NEW
$380K759
0.3%
Held
10Apple Inc
COM
$306K1.1K
0.3%
−1.7%
Reduced · −18 sh
11Coca Cola Co
COM
$275K3.4K
0.2%
−0.1%
Reduced · −3 sh
12Walmart Inc
COM
$242K2.1K
0.2%
+0.7%
Added · +14 sh
Showing all 12 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202612$117.9M13F-HR
Q1 2026Mar 31, 2026May 14, 202612$100.4M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202612$95.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.