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Portfolio (Quarterly) Guide ↗

Erickson Financial Group, LLC

· CIK 0001797734
13F Portfolio $159M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 26 New
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGDV CAPITAL GROUP DIVIDEND VALUE 1,039,353.0 $43.7M 27.43% NEW $42.03 +13.6%
2 MGK VANGUARD WORLD FD 74,489.0 $30.0M 18.82% NEW $402.42 -78.0%
3 ESGU ISHARES TR 132,192.0 $19.2M 12.09% NEW $145.60 +11.0%
4 QQQ INVESCO QQQ TR Financial Services 23,347.0 $14.0M 8.80% NEW $600.37 +18.8%
5 IWO ISHARES TR 26,444.0 $8.5M 5.32% NEW $320.04 +13.5%
6 QQQJ INVESCO EXCH TRADED FD TR II 212,361.0 $7.6M 4.77% NEW $35.79 +17.5%
7 VCIT VANGUARD SCOTTSDALE FDS 86,872.0 $7.3M 4.59% NEW $84.11 -2.4%
8 AGG ISHARES TR 70,458.0 $7.1M 4.44% NEW $100.25 -2.0%
9 USIG ISHARES TR 90,717.0 $4.7M 2.98% NEW $52.22 -2.6%
10 HYMB SPDR SERIES TRUST 159,340.0 $4.0M 2.50% NEW $24.93 -0.2%
11 SPY SPDR S&P 500 ETF TR Financial Services 4,243.0 $2.8M 1.77% NEW $666.18 +11.3%
12 TLT ISHARES TR 29,357.0 $2.6M 1.65% NEW $89.37 -6.1%
13 IEF ISHARES TR 16,940.0 $1.6M 1.03% NEW $96.46 -2.8%
14 TQQQ PROSHARES TR 8,877.0 $918K 0.58% NEW $103.40 -26.0%
15 UPRO PROSHARES TR 8,147.0 $908K 0.57% NEW $111.49 +26.3%
16 JNJ JOHNSON & JOHNSON Healthcare 3,633.0 $674K 0.42% NEW $185.42 +24.0%
17 AAPL APPLE INC Technology 2,402.0 $612K 0.38% NEW $254.63 +18.7%
18 NVDA NVIDIA CORPORATION Technology 2,260.0 $422K 0.27% NEW $186.58 +18.2%
19 SPYD SPDR SERIES TRUST 8,960.0 $394K 0.25% NEW $44.00 +7.0%
20 VTEB VANGUARD MUN BD FDS 7,261.0 $364K 0.23% NEW $50.07 -0.5%
Page 1 of 2  ·  26 positions

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 89.3%
Technology 5.5%
Healthcare 3.6%
Consumer Defensive 1.6%