§ 13F · FUND PROFILE
Ergawealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $222M (13F)Positions · 73Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FTHI | FIRST TR EXCHANGE TRADED FD | 2.37M | $54M | 24.0% | +13% |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | 766K | $31M | 13.6% | +7% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 634K | $27M | 11.9% | +5% |
| 4 | CGMM | CAPITAL GROUP EQUITY ETF TR | 794K | $23M | 10.3% | +6% |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 488K | $16M | 7.2% | +6% |
| 6 | CGUS | CAPITAL GROUP CORE EQUITY ET | 423K | $16M | 7.2% | +7% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 166K | $6M | 2.5% | −1% |
| 8 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | 174K | $5M | 2.4% | +5% |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 64K | $4M | 1.9% | −1% |
| 10 | FTCS | FIRST TR EXCHANGE-TRADED FD | 40K | $4M | 1.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ERGAWEALTH SIGNAL
AC read
Ergawealth Advisors, Inc. is a Other fund managing $222 million in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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