13F Filings History of Ergawealth Advisors, Inc.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$217,332,132
Signature - Title
Ian Laterreur - Chief Compliance Officer
Location
Oak Brook, IL
Summary
This page shows a list of all the recent 13F filings made by Ergawealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ergawealth Advisors, Inc. reported 54 stock holdings with total value $217,332,132 as of Q4 2025. Top holdings included FTHI, CGGR, CGDV, CGMM, and CGUS.

Notify me when Ergawealth Advisors, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 54 $217,332,132 +$59,858,564 -$60,006,500 -$147,936 FTHI, CGGR, CGDV, CGMM, CGUS 13F-HR 21 Jan 2026, 17:20
Q3 2025 59 $214,672,474 +$41,700,174 -$61,708,358 -$20,008,184 CGGR, FTHI, CGDV, RDVY, FTCS 13F-HR 20 Oct 2025, 10:20
Q2 2025 73 $222,254,830 +$22,678,490 -$13,834,188 +$8,844,302 CGGR, CGDV, RDVY, JEPI, FTCS 13F-HR 22 Jul 2025, 10:33
Q1 2025 60 $201,814,327 +$9,949,359 -$5,464,190 +$4,485,169 CGGR, CGDV, JEPI, FTCS, RDVY 13F-HR 22 Apr 2025, 15:35
Q4 2024 63 $202,352,844 +$8,739,986 -$6,418,886 +$2,321,100 CGGR, CGDV, JEPI, FTCS, RDVY 13F-HR 05 Feb 2025, 10:41
Q3 2024 60 $201,673,648 +$11,843,132 -$5,483,647 +$6,359,485 CGGR, FTCS, JEPI, CGDV, RDVY 13F-HR 23 Oct 2024, 08:33
Q2 2024 62 $183,718,714 +$17,758,481 -$15,635,461 +$2,123,020 JEPI, CGGR, FTCS, CGDV, RDVY 13F-HR 19 Jul 2024, 19:48
Q1 2024 60 $182,415,305 +$16,545,083 -$8,291,612 +$8,253,471 JEPI, CGGR, FTCS, CGDV, RDVY 13F-HR 29 Apr 2024, 12:43
Q4 2023 51 $162,579,372 +$17,371,557 -$11,858,524 +$5,513,033 JEPI, FTCS, CGGR, CGDV, RDVY 13F-HR 30 Jan 2024, 11:06
Q3 2023 50 $144,906,674 +$9,046,099 -$5,078,493 +$3,967,606 JEPI, FTCS, CGGR, CGDV, RDVY 13F-HR 30 Oct 2023, 09:37
Q2 2023 48 $145,545,461 +$20,177,506 -$3,368,696 +$16,808,810 JEPI, FTCS, CGDV, CGGR, PALC 13F-HR 17 Jul 2023, 09:32
Q1 2023 45 $122,824,675 +$17,394,616 -$7,562,605 +$9,832,011 JEPI, FTCS, CGDV, CGGR, PALC 13F-HR 02 May 2023, 10:38
Q4 2022 52 $110,448,534 $0 $0 $0 JEPI, FTCS, CGDV, CGGR, RDVY 13F-HR 14 Apr 2023, 09:40