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	Status
1	USMV	ISHARES TR	—	2,734	$260K	0.16%	SOLD

Sector Allocation

Financial Services 89.2%

Technology 5.2%

Healthcare 4.1%

Consumer Defensive 1.5%