§ 13F · FUND PROFILE
Ergawealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $222.3T (13F)Positions · 73Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$217.3T 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 JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FTHI | FIRST TR EXCHANGE TRADED FD | 2.10M | $49.5T | 22.8% | NEW |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | 719K | $32.0T | 14.7% | NEW |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 603K | $26.3T | 12.1% | NEW |
| 4 | CGMM | CAPITAL GROUP EQUITY ETF TR | 749K | $21.6T | 9.9% | NEW |
| 5 | CGUS | CAPITAL GROUP CORE EQUITY ET | 395K | $15.9T | 7.3% | NEW |
| 6 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 458K | $15.9T | 7.3% | NEW |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 168K | $5.7T | 2.6% | NEW |
| 8 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | 165K | $5.3T | 2.4% | NEW |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 65K | $4.5T | 2.1% | NEW |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | 75K | $4.3T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ERGAWEALTH SIGNAL
AC read
Ergawealth Advisors, Inc. is a Other fund managing $222254.8 trillion in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed