§ 13F · FUND PROFILE
E&R Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 12Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$95.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 115K | $22.0T | 23.0% | NEW |
| 2 | VBR | VANGUARD INDEX FDS | 87K | $18.5T | 19.3% | NEW |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 201K | $16.0T | 16.7% | NEW |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | 270K | $15.8T | 16.5% | NEW |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 157K | $9.8T | 10.3% | NEW |
| 6 | VSS | VANGUARD INTL EQUITY INDEX F | 45K | $6.5T | 6.8% | NEW |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 60K | $3.2T | 3.4% | NEW |
| 8 | VNQ | VANGUARD INDEX FDS | 32K | $2.8T | 2.9% | NEW |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 759 | $381.5B | 0.4% | NEW |
| 10 | AAPL | APPLE INC | 1K | $292.6B | 0.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE E&R SIGNAL
AC read
E&R Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed