13F Filings History of Erickson Financial Group, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$162,847,311
Signature - Title
Timothy Erickson - Chief Compliance Officer
Location
Allentown, PA
Summary
This page shows a list of all the recent 13F filings made by Erickson Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Erickson Financial Group, LLC reported 25 stock holdings with total value $162,847,311 as of Q4 2025. Top holdings included CGDV, MGK, ESGU, QQQ, and IWO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 25 $162,847,311 +$3,439,725 -$2,810,742 +$628,983 CGDV, MGK, ESGU, QQQ, IWO 13F-HR 20 Jan 2026, 17:42
Q3 2025 26 $159,233,142 +$1,100,427 -$727,344 +$373,083 CGDV, MGK, ESGU, QQQ, IWO 13F-HR 27 Oct 2025, 19:11
Q2 2025 26 $148,013,147 +$10,330,741 -$10,766,330 -$435,589 CGDV, MGK, ESGU, QQQ, IWO 13F-HR 12 Aug 2025, 12:19
Q1 2025 26 $133,982,702 +$777,783 -$897,220 -$119,437 CGDV, MGK, ESGU, QQQ, IWO 13F-HR 15 Apr 2025, 17:11
Q4 2024 26 $140,484,768 +$1,016,892 -$1,061,274 -$44,382 CGDV, MGK, ESGU, QQQ, IWO 13F-HR 30 Jan 2025, 14:57
Q3 2024 26 $139,571,186 +$9,600,999 -$8,866,929 +$734,070 CGDV, MGK, ESGU, QQQ, IWO 13F-HR 08 Nov 2024, 13:53
Q2 2024 23 $131,141,169 +$981,860 -$1,116,801 -$134,941 MGK, CGDV, ESGU, QQQ, IWO 13F-HR 18 Jul 2024, 12:33
Q1 2024 23 $127,516,568 +$890,935 -$1,682,984 -$792,049 MGK, CGDV, ESGU, QQQ, IWO 13F-HR 29 Apr 2024, 12:45
Q4 2023 23 $120,329,685 +$2,721,964 -$1,455,913 +$1,266,051 MGK, CGDV, ESGU, QQQ, IWO 13F-HR 18 Jan 2024, 10:31
Q3 2023 24 $106,907,075 +$1,571,571 -$66,651 +$1,504,920 MGK, CGDV, ESGU, QQQ, IWO 13F-HR 24 Oct 2023, 17:29
Q2 2023 24 $110,213,727 +$4,645,964 -$2,221,184 +$2,424,780 MGK, CGDV, ESGU, QQQ, IWO 13F-HR 13 Jul 2023, 13:45
Q1 2023 23 $100,811,970 +$3,255,242 -$384,060 +$2,871,182 MGK, CGDV, ESGU, QQQ, IWO 13F-HR 18 Apr 2023, 16:00
Q4 2022 22 $92,413,410 +$24,064,544 -$23,794,127 +$270,417 MGK, CGDV, ESGU, QQQ, IWO 13F-HR 17 Jan 2023, 20:49
Q3 2022 23 $89,932,000 +$2,128,465 -$1,184,638 +$943,827 MGK, QQQ, ESGU, AGG, VCIT 13F-HR 14 Oct 2022, 18:28
Q2 2022 23 $93,333,000 +$1,596,095 -$1,395,342 +$200,753 MGK, ESGU, QQQ, AGG, VCIT 13F-HR 08 Aug 2022, 18:52
Q1 2022 26 $111,166,000 +$8,846,268 -$4,741,297 +$4,104,971 MGK, QQQ, ESGU, QQQJ, VCIT 13F-HR 16 May 2022, 16:16
Q4 2021 25 $116,064,000 $0 $0 $0 MGK, QQQ, ESGU, VCIT, AGG 13F-HR 01 Apr 2022, 16:01