Ergawealth Advisors, Inc.
SEC Form 13F institutional filer · CIK 0001973209
13F-HR · 15 reported holdings · 2026-03-31
Reported long-US-equity value
$0.01B
Top-10 concentration
85.9%
Ergawealth Advisors, Inc. — $9.84M AUM allocation strategy
Ergawealth Advisors, Inc. files SEC Form 13F and reports $9.84M of long US equity value across 15 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 28.1%, followed by Health Care 15.9% and Materials 14.7%.
The top 10 holdings account for 86% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Ergawealth Advisors, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$9.84M
total across 15 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
86% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IBM +155 sh · −$70.1K+$ABBV +102 sh · −$32.9K+$ABT +74 sh · −$90.3K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals18.6%—
- Specialty Chemicals14.7%—
- Biotechnology11.3%—
- Automobile Manufacturers8.8%—
- Diversified Banks6.4%—
- IT Consulting & Other Services5.3%—
- Broadline Retail4.7%—
- Health Care Equipment4.6%—
- Other holdings25.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 7.22K | $1.83M | +62 | 18.6% |
| $SHW | Sherwin-Williams Company | 4.5K | $1.44M | +0 | 14.7% |
| $ABBV | AbbVie Inc | 5.12K | $1.11M | +102 | 11.3% |
| $F | Ford Motor Company | 75K | $866K | +0 | 8.8% |
| $BAC | Bank of America Corporation | 12.9K | $627K | +55 | 6.4% |
| $IBM | International Business Machines Corporation | 2.15K | $522K | +155 | 5.3% |
| $AMZN | Amazon.com Inc | 2.23K | $464K | -100 | 4.7% |
| $ABT | Abbott Laboratories | 4.41K | $452K | +74 | 4.6% |
| $MSFT | Microsoft Corporation | 1.1K | $407K | -274 | 4.1% |
…and 6 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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