E&R Wealth Management, LLC
E&R Wealth Management, LLC reported 12 positions worth $117.9M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VTV (23.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $28.2M | 23.89% | 129,203 | — | — | |
| ▸ 2 | VBR | SH | $24.2M | 20.49% | 99,405 | — | — | |
| ▸ 3 | VCSH | SH | $18.5M | 15.68% | 233,820 | — | — | |
| ▸ 4 | VGSH | SH | $18.3M | 15.55% | 314,957 | — | — | |
| ▸ 5 | VEA | SH | $12.1M | 10.27% | 169,821 | — | — | |
| ▸ 6 | VSS | SH | $7.8M | 6.59% | 50,360 | — | — | |
| ▸ 7 | VWO | SH | $4.0M | 3.40% | 67,143 | — | — | |
| ▸ 8 | VNQ | SH | $3.7M | 3.11% | 37,996 | — | — | |
| ▸ 9 | BRK-B | SH | $379.8K | 0.32% | 759 | — | — | |
| ▸ 10 | AAPL | SH | $306.1K | 0.26% | 1,058 | — | — |
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Frequently Asked Questions
What stocks does E&R Wealth Management, LLC hold as of Q2 2026?
E&R Wealth Management, LLC reported 12 positions worth $117.9M in its Q2 2026 13F filing. Largest positions: VTV (23.9%), VBR (20.5%), VCSH (15.7%), VGSH (15.6%) and VEA (10.3%).
What did E&R Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did E&R Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.