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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 MGK VANGUARD WORLD FD 71,948.0 $29.7M 18.24% -3K -3.4% $412.77 -78.5%
2 QQQ INVESCO QQQ TR Financial Services 22,488.0 $13.8M 8.48% -859.0 -3.7% $614.31 +16.3%
3 IWO ISHARES TR 26,180.0 $8.5M 5.19% -264.0 -1.0% $323.01 +13.9%
4 QQQJ INVESCO EXCH TRADED FD TR II 208,881.0 $7.7M 4.73% -3K -1.6% $36.85 +15.7%
5 HYMB SPDR SERIES TRUST 150,228.0 $3.7M 2.30% -9K -5.7% $24.94 -0.1%
6 SPY SPDR S&P 500 ETF TR Financial Services 3,926.0 $2.7M 1.64% -317.0 -7.5% $681.92 +8.9%
7 TLT ISHARES TR 28,847.0 $2.5M 1.54% -510.0 -1.7% $87.16 -3.4%
8 UPRO PROSHARES TR 6,741.0 $780K 0.48% -1K -17.3% $115.76 +22.3%
9 AAPL APPLE INC Technology 2,272.0 $618K 0.38% -130.0 -5.4% $271.86 +12.2%
10 NVDA NVIDIA CORPORATION Technology 1,860.0 $347K 0.21% -400.0 -17.7% $186.50 +17.7%

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%