Arkolith/Funds/ERn Financial, LLC

ERn Financial, LLC

CIK 1768302
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

ERn Financial, LLC holds a diversified book of 161 reported positions worth $604.3M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened FT Vest US Equity Buff ETF-J and trimmed Ste STR SPDR PT DW EU ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 7% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
39%
Top 20 holdings
57%

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

Where the money is, by sector

7% mapped to company sectors

ETFs / funds
88%
No sector on file yet
4%
Information Technology
4%
Financials
1%
Consumer Discretionary
1%
Industrials
1%

+6 sectors below the cut, 1% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as ERn Financial, LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.9 / 80$4.4B
Swiss Re Ltd11 / 80$1.0B
Hoffman, Alan N Investment Management8 / 80$154.1M
CBM Financial, LLC10 / 80$152.3M
Truefg, LLC23 / 80$349.1M
LGL Partners, LLC19 / 80$209.7M
AF Advisors, Inc.9 / 80$155.0M
Hirtle & Co., LLC24 / 80$2.3B

Ranked by the share of each fund's own book sitting in the names it shares with ERn Financial, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

161 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500GRW
$44.5M373.6K
7.4%
+0.1%
Added · +431 sh
2SPDR Series Trust
ST STR P500VAL
$43.3M712.6K
7.2%
+2.0%
Added · +14K sh
3SPDR Index SHS FDS
ST STR PO EX ETF
$32.9M652.8K
5.4%
−0.5%
Reduced · −3K sh
4Ishares TR
CORE MSCI EAFE
$20.9M216.2K
3.5%
+3.2%
Added · +7K sh
5Victory Portfolios II
SHORT TRM BD ETF
$17.7M349.7K
2.9%
+4.6%
Added · +16K sh
6American Centy ETF TR
AVANTIS EMGMKT
$16.6M171.6K
2.7%
−0.7%
Reduced · −1K sh
7SPDR Series Trust
ST STR SP400VAL
$16.2M171.1K
2.7%
+1.0%
Added · +2K sh
8SPDR Index SHS FDS
ST PORT MARK ETF
$14.0M269.9K
2.3%
+1.4%
Added · +4K sh
9J P Morgan Exchange Traded F
U S TEC LEA ETF
$13.4M120.3K
2.2%
+1.1%
Added · +1K sh
10Pimco ETF TR
MULTISECTOR BD
$13.3M500.1K
2.2%
+7.4%
Added · +34K sh
11Ishares TR
MSCI USA QLT FCT
$12.4M56.6K
2.1%
−0.6%
Reduced · −346 sh
12Ishares TR
GLOBAL REIT ETF
$12.1M439.4K
2.0%
+1.4%
Added · +6K sh
13John Hancock Exchange Traded
MLTFCTR LRG CAP
$12.1M135.6K
2.0%
+2.0%
Added · +3K sh
14Dimensional ETF Trust
CORE FIXE IN ETF
$11.9M282.2K
2.0%
+7.2%
Added · +19K sh
15Dimensional ETF Trust
WORLD EX US CORE
$11.7M318.9K
1.9%
+0.6%
Added · +2K sh
16Vanguard Index FDS
GROWTH ETF
$11.4M132.6K
1.9%
+498%
Added · +110K sh
17SPDR Series Trust
ST STR SP400GRW
$10.3M91.4K
1.7%
+0.4%
Added · +389 sh
18SPDR Series Trust
ST STR AGGRE ETF
$10.1M397.5K
1.7%
+11%
Added · +39K sh
19SPDR Series Trust
ST STR TIPS ETF
$9.6M371.9K
1.6%
+7.3%
Added · +25K sh
20SPDR Series Trust
ST STR P500ETF
$9.5M108.2K
1.6%
+5.8%
Added · +6K sh
21American Centy ETF TR
FOCUSED DYNAMIC
$9.5M71.0K
1.6%
+8.3%
Added · +5K sh
22Invesco Exch TRD SLF Idx FD
RUSL 1000 DYNM
$9.2M133.7K
1.5%
−6.1%
Reduced · −9K sh
23Ishares TR
CRE U S REIT ETF
$8.8M132.5K
1.5%
+1.6%
Added · +2K sh
24Vaneck ETF Trust
REAL ASSETS ETF
$8.7M218.8K
1.4%
+4.2%
Added · +9K sh
25Hartford FDS Exchange Traded
MUN OPORTUNITE
$8.2M208.7K
1.4%
~0%
Added · +2 sh
26First TR Exch Traded FD III
MANAGD MUN ETF
$7.8M152.8K
1.3%
+0.3%
Added · +496 sh
27American Centy ETF TR
US SML CP VALU
$7.6M61.3K
1.3%
−0.5%
Reduced · −293 sh
28Vanguard Scottsdale FDS
VNG RUS1000GRW
$7.4M58.1K
1.2%
−1.3%
Reduced · −748 sh
29Vanguard Index FDS
S&P 500 ETF SHS
$7.4M10.8K
1.2%
+0.3%
Added · +32 sh
30Pimco ETF TR
INTER MUN BD ACT
$7.3M138.2K
1.2%
+2.2%
Added · +3K sh
31Ishares TR
MSCI EAFE ETF
$7.0M67.9K
1.2%
−2.2%
Reduced · −1K sh
32Putnam ETF Trust
FOCUSED LAR CAP
$6.7M132.5K
1.1%
+0.8%
Added · +1K sh
33Apple Inc
COM
$6.6M22.8K
1.1%
+2.5%
Added · +559 sh
34First TR Exchng Traded FD VI
SMITH OPPORT FXD
$6.2M143.2K
1.0%
+5.0%
Added · +7K sh
35Ishares TR
CORE S&P SCP ETF
$6.2M41.7K
1.0%
+0.6%
Added · +260 sh
36J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$5.9M115.9K
1.0%
+9.9%
Added · +10K sh
37J P Morgan Exchange Traded F
ACTIVE BOND ETF
$5.9M109.6K
1.0%
+6.8%
Added · +7K sh
38SPDR Series Trust
ST STR SP600GRWO
$5.8M48.7K
1.0%
−1.1%
Reduced · −571 sh
39BlackRock ETF Trust
ISHARES US EQUIT
$5.2M76.1K
0.9%
−1.0%
Reduced · −777 sh
40Ishares TR
CORE S&P500 ETF
$4.5M6.1K
0.8%
+0.1%
Added · +6 sh
41John Hancock Exchange Traded
MULTIFACTOR MI
$4.4M58.8K
0.7%
+0.3%
Added · +193 sh
42Vanguard Index FDS
VALUE ETF
$4.4M20.1K
0.7%
+0.1%
Added · +17 sh
43Nvidia Corporation
COM
$3.6M17.9K
0.6%
+22%
Added · +3K sh
44First TR Exchng Traded FD VI
FT VEST US EQT
$3.4M57.3K
0.6%
+0.7%
Added · +397 sh
45Dimensional ETF Trust
INTL CORE EQT MK
$3.1M76.3K
0.5%
−15%
Reduced · −14K sh
46Dimensional ETF Trust
US CORE EQT MKT
$3.1M60.0K
0.5%
−1.7%
Reduced · −1K sh
47Capital Group Intl Focus Eqt
SHS CREAT UNIT
$3.0M86.3K
0.5%
+12%
Added · +9K sh
48BlackRock ETF Trust II
ISHARES LRG CAP
$2.5M72.5K
0.4%
+4.0%
Added · +3K sh
49Vanguard Index FDS
MCAP GR IDXVIP
$2.5M8.1K
0.4%
−2.3%
Reduced · −188 sh
50Schwab Strategic TR
FUND EM EQUI ETF
$2.4M61.1K
0.4%
+0.5%
Added · +292 sh
Showing 50 of 161 positions
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Filing history

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

$666.5M · Q4 2024Q3 2024 · $657.3MQ2 2026 · $604.3M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d161$604.3M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202624d150$531.8M13F-HR
Q4 2025Dec 31, 2025Jan 15, 202615d146$531.9M13F-HR
Q3 2025Sep 30, 2025Oct 30, 202530d140$506.5M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202517d145$474.0M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202521d180$632.9M13F-HR
Q4 2024Dec 31, 2024Jan 14, 202514d190$666.5M13F-HR
Q3 2024Sep 30, 2024Oct 15, 202415d187$657.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.