StockDrifts LogoStockDrifts

Ergawealth Advisors, Inc.

Portfolio Manager
Ergawealth Advisors, Inc.
Performance
-3.23% (2026 Q1)
AUM (13F)
$226.16M
# of Holdings
55
Performance Rank
Allocation (Top 20)
92.47%

Ergawealth Advisors, Inc. Holdings Map

Top 50 Ergawealth Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FTHI
FIRST TR EXCHANGE TRADED FD
24.02%2.37M$54.3M
+12.88%(+270.13K)
2025-Q1: 0 shares2025-Q2: 369.5K shares2025-Q3: 1.12M shares2025-Q4: 2.10M shares2026-Q1: 2.37M shares
$23.29(+2.41%)
2026-03-31
CGGR
CAPITAL GROUP GROWTH ETF
13.62%766.3K$30.8M
+6.62%(+47.55K)
2025-Q1: 608.7K shares2025-Q2: 635.7K shares2025-Q3: 668.2K shares2025-Q4: 718.7K shares2026-Q1: 766.3K shares
$25.55(+81.31%)
2026-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE
11.93%634.0K$27.0M
+5.19%(+31.26K)
2025-Q1: 544.6K shares2025-Q2: 568.1K shares2025-Q3: 578.8K shares2025-Q4: 602.8K shares2026-Q1: 634.0K shares
$26.85(+78.01%)
2026-03-31
CGMM
CAPITAL GROUP EQUITY ETF TR
10.31%794.1K$23.3M
+6.01%(+45.01K)
2025-Q1: 0 shares2025-Q2: 96.7K shares2025-Q3: 332.8K shares2025-Q4: 749.1K shares2026-Q1: 794.1K shares
$27.95(+11.55%)
2026-03-31
CGGO
CAPITAL GROUP GBL GROWTH EQT
7.19%487.6K$16.3M
+6.49%(+29.70K)
2025-Q1: 20.2K shares2025-Q2: 57.4K shares2025-Q3: 210.2K shares2025-Q4: 457.9K shares2026-Q1: 487.6K shares
$33.04(+20.18%)
2026-03-31
CGUS
CAPITAL GROUP CORE EQUITY ET
7.18%422.9K$16.2M
+7.14%(+28.19K)
2025-Q1: 0 shares2025-Q2: 34.1K shares2025-Q3: 165.6K shares2025-Q4: 394.7K shares2026-Q1: 422.9K shares
$38.95(+11.60%)
2026-03-31
BUFR
FIRST TR EXCHNG TRADED FD VI
2.48%166.0K$5.6M
-0.88%(-1.48K)
2025-Q1: 425.5K shares2025-Q2: 407.1K shares2025-Q3: 324.9K shares2025-Q4: 167.5K shares2026-Q1: 166.0K shares
$28.55(+26.52%)
2026-03-31
CGNG
CAPITAL GROUP NEW GEOGRAPHY
2.43%174.0K$5.5M
+5.41%(+8.93K)
2025-Q1: 0 shares2025-Q2: 14.4K shares2025-Q3: 71.6K shares2025-Q4: 165.1K shares2026-Q1: 174.0K shares
$30.56(+18.37%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
1.94%64.2K$4.4M
-1.24%(-805)
2025-Q1: 257.3K shares2025-Q2: 271.6K shares2025-Q3: 173.8K shares2025-Q4: 65.0K shares2026-Q1: 64.2K shares
$46.49(+58.96%)
2026-03-31
FTCS
FIRST TR EXCHANGE-TRADED FD
1.63%39.8K$3.7M
-0.82%(-328)
2025-Q1: 171.7K shares2025-Q2: 160.9K shares2025-Q3: 121.5K shares2025-Q4: 40.1K shares2026-Q1: 39.8K shares
$71.15(+29.64%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Ergawealth Advisors, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all