§ 13F · FUND PROFILE
ERTS Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $290.0T (13F)Positions · 30Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
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 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | USHY | ISHARES TR | 1.16M | $43.2T | 13.6% | +4% |
| 2 | IEUR | ISHARES TR | 543K | $38.6T | 12.1% | +2% |
| 3 | SPYG | SPDR SERIES TRUST | 329K | $35.1T | 11.0% | ±0% |
| 4 | SPIB | SPDR SERIES TRUST | 888K | $30.0T | 9.4% | +4% |
| 5 | SPYV | SPDR SERIES TRUST | 496K | $28.2T | 8.9% | +2% |
| 6 | GOVT | ISHARES TR | 926K | $21.3T | 6.7% | +3% |
| 7 | IUSG | ISHARES TR | 103K | $17.2T | 5.4% | −2% |
| 8 | VOE | VANGUARD INDEX FDS | 96K | $17.0T | 5.3% | +3% |
| 9 | VOT | VANGUARD INDEX FDS | 59K | $16.5T | 5.2% | +2% |
| 10 | SPTL | SPDR SERIES TRUST | 525K | $13.9T | 4.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ERTS SIGNAL
AC read
ERTS Wealth Advisors, LLC is a Other fund managing $289973.9 trillion in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 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