E&R Wealth Management, LLC: 13F holdings
CIK 21099322026Q2
| Positions | 12 |
|---|
| Reported value | $117.9m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 12 (+0 vs prior quarter) |
|---|
| Reported value | $117.9m (+17.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 129,203 | $28.2m | 23.9% |
| VBR VANGUARD INDEX FDS | 99,405 | $24.2m | 20.5% |
| VCSH VANGUARD SCOTTSDALE FDS | 233,820 | $18.5m | 15.7% |
| VGSH VANGUARD SCOTTSDALE FDS | 314,957 | $18.3m | 15.6% |
| VEA VANGUARD TAX-MANAGED FDS | 169,821 | $12.1m | 10.3% |
| VSS VANGUARD INTL EQUITY INDEX F | 50,360 | $7.8m | 6.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 67,143 | $4.0m | 3.4% |
| VNQ VANGUARD INDEX FDS | 37,996 | $3.7m | 3.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 759 | $379,796 | 0.3% |
| AAPL APPLE INC | 1,058 | $306,072 | 0.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109932")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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