Ergawealth Advisors, Inc. reported 14 positions worth $9.50M for the quarter ended Sep 30, 2026, down 2.3% on the prior quarter. It opened 0 new positions, added to 4, trimmed 4 and exited 0. Its largest holding is Apple Inc. at 23.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 6,746 | $2.25M | 23.64% | +16 | +0.2% | Added | 0% |
| 2 | SHW Sherwin Williams Co | Basic Materials | 4,500 | $1.45M | 15.31% | 0 | 0.0% | Unchanged | 0% |
| 3 | ABBV AbbVie Inc. | Healthcare | 5,150 | $1.35M | 14.17% | +34 | +0.7% | Added | 0% |
| 4 | BAC Bank Of America Corp | Financial Services | 12.9K | $699.70K | 7.36% | 0 | 0.0% | Unchanged | 0% |
| 5 | F Ford Motor Co | Consumer Discretionary | 50.0K | $603.40K | 6.35% | 0 | 0.0% | Unchanged | 0% |
| 6 | MSFT Microsoft Corp | Technology | 975 | $500.13K | 5.26% | -111 | -10.2% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 1,950 | $485.84K | 5.11% | +24 | +1.2% | Added | 0% |
| 8 | IBM International Business Machines Corp | Technology | 2,179 | $479.23K | 5.04% | +24 | +1.1% | Added | 0% |
| 9 | ABT Abbott Laboratories | Healthcare | 4,370 | $431.88K | 4.54% | 0 | 0.0% | Unchanged | 0% |
| 10 | XOM ExxonMobil Holdings Corp | Energy | 1,696 | $276.09K | 2.9% | -94 | -5.3% | Reduced | 0% |
| 11 | CC Chemours Co | Basic Materials | 20.1K | $272.76K | 2.87% | 0 | 0.0% | Unchanged | 0.01% |
| 12 | CIEN Ciena Corp | Technology | 729 | $256.48K | 2.7% | -312 | -30.0% | Reduced | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 212 | $245.07K | 2.58% | -2 | -0.9% | Reduced | 0% |
| 14 | FITB Fifth Third Bancorp | Financial Services | 4,061 | $205.41K | 2.16% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Ergawealth Advisors.
As of its Q3 2026 13F filing, Ergawealth Advisors, Inc.’s five largest positions were Apple Inc. (AAPL) at 23.6%, Sherwin Williams Co (SHW) at 15.3%, AbbVie Inc. (ABBV) at 14.2%, Bank Of America Corp (BAC) at 7.4%, Ford Motor Co (F) at 6.3% of the reported portfolio.
Ergawealth Advisors, Inc. reported a 13F portfolio worth $9.50M across 14 positions for Q3 2026. That is down 2.3% from the previous quarter.
Its largest purchases by value were AbbVie Inc. ($8.89K), Amazon Com Inc ($5.98K), Apple Inc. ($5.33K). It opened 0 new positions.
Its largest sales by value were Ciena Corp ($109.77K), Microsoft Corp ($56.94K), ExxonMobil Holdings Corp ($15.30K). It exited 0 positions entirely.
From the Form 13F-HR reports Ergawealth Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.