Ergawealth Advisors, Inc. holds a concentrated book of 54 stocks worth $257.5M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Ciena Corp and trimmed FT Vest Lad Buffervetf-Usd I. Their largest long position is Fthi/first Trust Exchange-TR at 25% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ergawealth Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 58 / 54 | $55.2B |
| OSAIC HOLDINGS, INC. | 58 / 54 | $10.2B |
| MORGAN STANLEY | 56 / 54 | $247.8B |
| LPL Financial LLC | 56 / 54 | $52.5B |
| Cetera Investment Advisers | 56 / 54 | $14.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 56 / 54 | $11.9B |
| MML INVESTORS SERVICES, LLC | 56 / 54 | $7.7B |
| NewEdge Advisors, LLC | 56 / 54 | $5.4B |
Ranked by how many of Ergawealth Advisors, Inc.'s top 54 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First TR Exchange Traded FD BUYWRIT INCM ETF | $63.2M | 2.65M | 24.5% | ▲+12% Added · +282K sh | |
| 2 | Capital Group Growth ETF SHS CREAT UNIT | $37.6M | 796.9K | 14.6% | ▲+4.0% Added · +31K sh | |
| 3 | Capital Group Dividend Value SHS CREAT UNIT | $31.6M | 640.6K | 12.3% | ▲+1.0% Added · +7K sh | |
| 4 | Capital Group Equity ETF TR US SM MI CA ETF | $26.9M | 815.6K | 10.4% | ▲+2.7% Added · +22K sh | |
| 5 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $21.0M | 495.2K | 8.1% | ▲+1.6% Added · +8K sh | |
| 6 | Capital Group Core Equity Et SHS CREAT UNIT | $19.2M | 431.5K | 7.5% | ▲+2.0% Added · +9K sh | |
| 7 | Capital Group New Geography SHS | $6.6M | 176.3K | 2.6% | ▲+1.3% Added · +2K sh | |
| 8 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $5.2M | 143.4K | 2.0% | ▼−14% Reduced · −23K sh | |
| 9 | First TR Exchange Traded FD RISNG DIVD ACHIV | $5.1M | 62.5K | 2.0% | ▼−2.6% Reduced · −2K sh | |
| 10 | First TR Exchange-Traded FD CAP STRENGTH ETF | $3.7M | 39.3K | 1.4% | ▼−1.4% Reduced · −557 sh | |
| 11 | First TR Exchng Traded FD VI FT VEST NASD ETF | $3.0M | 76.6K | 1.2% | ▼−16% Reduced · −15K sh | |
| 12 | First TR Exchange Traded FD SMID RISNG ETF | $2.6M | 61.4K | 1.0% | ▼−0.1% Reduced · −80 sh | |
| 13 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.5M | 44.3K | 1.0% | ▼−29% Reduced · −18K sh | |
| 14 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.3M | 45.4K | 0.9% | ▼−14% Reduced · −7K sh | |
| 15 | Pacer FDS TR LUNT LRGCP MULTI | $2.2M | 36.7K | 0.9% | ▼−4.8% Reduced · −2K sh | |
| 16 | Apple Inc COM | $1.9M | 6.7K | 0.8% | ▼−6.8% Reduced · −489 sh | |
| 17 | Janus Detroit STR TR HENDERSON MTG | $1.6M | 35.4K | 0.6% | ▼−0.4% Reduced · −145 sh | |
| 18 | Pimco ETF TR MULTISECTOR BD | $1.6M | 58.8K | 0.6% | ▼−0.3% Reduced · −155 sh | |
| 19 | Ea Series Trust STRIVE ENHANCED | $1.6M | 76.8K | 0.6% | ▼−7.6% Reduced · −6K sh | |
| 20 | Sherwin Williams Co COM | $1.5M | 4.5K | 0.6% | —Held | |
| 21 | First TR Exchng Traded FD VI FT VEST LAD | $1.5M | 52.3K | 0.6% | ▼−12% Reduced · −7K sh | |
| 22 | Abbvie Inc COM | $1.3M | 5.1K | 0.5% | —Held | |
| 23 | Ishares TR MSCI USA MIN ETF | $1.2M | 12.3K | 0.5% | ▲+0.2% Added · +28 sh | |
| 24 | Ishares TR MSCI USA QLT FCT | $1.1M | 5.0K | 0.4% | ▲+0.1% Added · +7 sh | |
| 25 | First TR Exchng Traded FD VI FT VEST DEEP ETF | $867K | 29.2K | 0.3% | ▼−14% Reduced · −5K sh | |
| 26 | Bank Of Amer Corp COM | $732K | 12.9K | 0.3% | —Held | |
| 27 | Ford MTR Co COM | $695K | 50.0K | 0.3% | ▼−33% Reduced · −25K sh | |
| 28 | International Business Machs COM | $606K | 2.2K | 0.2% | —Held | |
| 29 | Ciena Corp COM NEW | $511K | 1.0K | 0.2% | ▲New New position | |
| 30 | Ishares TR CORE S&P500 ETF | $497K | 664 | 0.2% | —Held | |
| 31 | Ishares TR US SML CAP EQT | $469K | 5.3K | 0.2% | ▲+0.2% Added · +9 sh | |
| 32 | Amazon Com Inc COM | $459K | 1.9K | 0.2% | ▼−13% Reduced · −300 sh | |
| 33 | ALPS ETF TR ALERIAN MLP | $445K | 8.6K | 0.2% | ▼−4.2% Reduced · −375 sh | |
| 34 | NEOS ETF Trust NEOS S&P 500 HI | $443K | 8.4K | 0.2% | ▲+1.8% Added · +148 sh | |
| 35 | Chemours Co COM | $412K | 20.1K | 0.2% | —Held | |
| 36 | Microsoft Corp COM | $405K | 1.1K | 0.2% | ▼−1.4% Reduced · −15 sh | |
| 37 | Abbott Laboratories COM | $397K | 4.4K | 0.2% | ▼−0.8% Reduced · −35 sh | |
| 38 | Ishares TR MSCI USA MMENTM | $377K | 1.1K | 0.1% | —Held | |
| 39 | ETF Opportunities Trust HEDGEYE CAPITAL | $332K | 12.2K | 0.1% | ▲+6.1% Added · +700 sh | |
| 40 | First TR Exchng Traded FD VI FT VEST US EQT | $320K | 7.4K | 0.1% | —Held | |
| 41 | Ishares TR U S EQUITY FACTR | $310K | 4.1K | 0.1% | ▲~0% Added · +2 sh | |
| 42 | First TR Exchng Traded FD VI VEST US MAX BUFF | $307K | 8.9K | 0.1% | —Held | |
| 43 | Ishares TR CORE US AGGBD ET | $288K | 2.9K | 0.1% | ▼−1.2% Reduced · −35 sh | |
| 44 | First TR Exchange-Traded FD FT VEST RIS | $287K | 9.7K | 0.1% | ▼−38% Reduced · −6K sh | |
| 45 | Pacer FDS TR LUNT LRG CP ALTR | $286K | 5.6K | 0.1% | ▼−52% Reduced · −6K sh | |
| 46 | Select Sector SPDR TR ST STR UTIL ETF | $267K | 5.9K | 0.1% | ▼−0.1% Reduced · −3 sh | |
| 47 | First TR Exchange-Traded FD FT VEST S&P 500 | $261K | 5.2K | 0.1% | ▼−55% Reduced · −6K sh | |
| 48 | Eli Lilly & Co COM | $257K | 214 | 0.1% | ▲New New position | |
| 49 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $248K | 4.0K | 0.1% | ▼−42% Reduced · −3K sh | |
| 50 | Exxon Mobil Corp COM | $245K | 1.8K | 0.1% | ▲+3.9% Added · +68 sh |
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Use Arkolith to show Ergawealth Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.