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Portfolio (Quarterly) Guide ↗

Erickson Financial Group, LLC

· CIK 0001797734
13F Portfolio $163M AUM 25 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 Added 10 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGDV CAPITAL GROUP DIVIDEND VALUE 1,047,414.0 $45.7M 28.07% +8K +0.8% $43.64 +9.7%
2 ESGU ISHARES TR 133,776.0 $19.9M 12.24% +2K +1.2% $148.98 +8.7%
3 VCIT VANGUARD SCOTTSDALE FDS 93,454.0 $7.8M 4.81% +7K +7.6% $83.75 -1.9%
4 AGG ISHARES TR 76,352.0 $7.6M 4.68% +6K +8.4% $99.88 -1.5%
5 USIG ISHARES TR 98,917.0 $5.1M 3.15% +8K +9.0% $51.77 -1.6%
6 IEF ISHARES TR 23,702.0 $2.3M 1.40% +7K +39.9% $96.16 -2.5%
7 TQQQ PROSHARES TR 14,840.0 $782K 0.48% +6K +67.2% $52.72 +46.0%
8 MUB ISHARES TR 4,368.0 $468K 0.29% +1K +34.1% $107.11 -1.0%
9 SPYD SPDR SERIES TRUST 9,134.0 $395K 0.24% +174.0 +1.9% $43.25 +9.2%
10 DSI ISHARES TR 2,933.0 $378K 0.23% +399.0 +15.8% $128.83 +9.3%
11 SSO PROSHARES TR 4,918.0 $285K 0.17% +3K +103.8% $57.92 +15.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 89.2%
Technology 5.2%
Healthcare 4.1%
Consumer Defensive 1.5%