13F Filings History of E&R Wealth Management, LLC
- Latest 13F filing
- Q2 2026 - 27 Jul 2026
- Latest reported 13F value
- $117,865,740
- Largest 13F holdings
-
VTV VBR VCSH VGSH VEA VSS VWO VNQ BRKB AAPL KO WMT
- Form 13F summary
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- E&R Wealth Management, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- E&R Wealth Management, LLC reported 12 equity holdings with a total reported market value of $117,865,740 for Q2 2026. Top reported holdings included VTV, VBR, VCSH, VGSH, and VEA.
- Manager signature
- Linda Runey - Chief Operating Officer
- Manager location
- Mount Pleasant, SC
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$117,865,740
Quarter delta
+$17,475,546
Accepted
27 Jul 2026, 14:37
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 12 | $117,865,740 | +$10,536,325 | -$5,451 | +$10,530,874 | VTV, VBR, VCSH, VGSH, VEA | 13F-HR | 27 Jul 2026, 14:37 |
| Q1 2026 | 12 | $100,390,194 | +$3,235,489 | $0 | +$3,235,489 | VTV, VBR, VGSH, VCSH, VEA | 13F-HR | 14 May 2026, 12:35 |
| Q4 2025 | 12 | $95,821,662 | $0 | $0 | $0 | VTV, VBR, VCSH, VGSH, VEA | 13F-HR | 11 Feb 2026, 16:44 |