13F Filings History of E&R Wealth Management, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$95,821,662
Signature - Title
Linda Runey - Chief Operating Officer
Location
Mount Pleasant, SC
Summary
This page shows a list of all the recent 13F filings made by E&R Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. E&R Wealth Management, LLC reported 12 stock holdings with total value $95,821,662 as of Q4 2025. Top holdings included VTV, VBR, VCSH, VGSH, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 12 $95,821,662 $0 $0 $0 VTV, VBR, VCSH, VGSH, VEA 13F-HR 11 Feb 2026, 16:44