StockDriftsStockDriftsTop 50 Ergawealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTHI | FIRST TR EXCHANGE TRADED FD | 24.54% | 2.65M | $63.2M | +11.90%(+281.78K) | $23.27(+4.28%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 14.61% | 796.9K | $37.6M | +4.00%(+30.66K) | $26.22(+79.37%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 12.26% | 640.6K | $31.6M | +1.04%(+6.62K) | $27.04(+88.08%) | 2026-06-30 | |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 10.44% | 815.6K | $26.9M | +2.71%(+21.51K) | $28.02(+20.32%) | 2026-06-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 8.14% | 495.2K | $21.0M | +1.56%(+7.63K) | $33.11(+25.34%) | 2026-06-30 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 7.45% | 431.5K | $19.2M | +2.02%(+8.55K) | $38.99(+18.11%) | 2026-06-30 | |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 2.56% | 176.3K | $6.6M | +1.31%(+2.27K) | $30.60(+20.62%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.03% | 143.4K | $5.2M | -13.63%(-22.63K) | $28.55(+31.11%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.97% | 62.5K | $5.1M | -2.66%(-1.71K) | $46.49(+79.81%) | 2026-06-30 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 1.43% | 39.3K | $3.7M | -1.40%(-557) | $71.15(+41.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.75% | +43.32% | — | — | +53.12% |
| Top 20 Holdings Unweighted | +12.34% | +41.77% | — | — | +54.40% |
Ergawealth Advisors, Inc. reports $257.51M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are FTHI (24.5%), CGGR (14.6%) and CGDV (12.3%). The top 20 holdings account for 93.53% of reported assets. Its disclosed equity book has returned +43.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ergawealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1973209). View Ergawealth Advisors, Inc.’s 13F filings on SEC