Ergawealth Advisors, Inc.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
14 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.6% | $3,469,170 |
| Basic Materials | 20.2% | $1,961,892 |
| Healthcare | 19.9% | $1,940,601 |
| Consumer Cyclical | 11.9% | $1,154,500 |
| Financial Services | 9.9% | $961,395 |
| Energy | 2.5% | $244,728 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | +68 | 1,790 | $244,728 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CGGR | Capital Group Growth ETF | 766,282 | $30,796,873 | |
| CGDV | Capital Group Dividend Value ETF | 634,014 | $26,970,955 | |
| CGGO | Capital Group Global Growth Equity ETF | 487,615 | $16,271,712 | |
| CGUS | Capital Group Core Equity ETF | 422,910 | $16,248,202 | |
| CGNG | Capital Group New Geography Equity ETF | 173,979 | $5,492,517 | |
| T | At&T Inc. | 11,667 | $338,226 | |
| GE | General Electric Co | 893 | $253,406 | |
| KR | Kroger Co | 3,264 | $236,183 | |
| IAU | Ishares Gold Trust | 2,522 | $222,339 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,730 | $1,947,392 | 20.01% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 4,500 | $1,549,440 | 15.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 5,116 | $1,287,390 | 13.23% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 12,855 | $732,477 | 7.53% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Reduced | 50,033 | $695,458 | 7.15% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 2,155 | $606,007 | 6.23% | |
| CIEN |
Ciena Corp
Technology
|
NEW | 1,041 | $510,672 | 5.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,926 | $459,042 | 4.72% | |
| CC |
Chemours Co
Basic Materials
|
Held | 20,100 | $412,452 | 4.24% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,086 | $405,099 | 4.16% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 4,370 | $396,533 | 4.07% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 214 | $256,678 | 2.64% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 1,790 | $244,728 | 2.51% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
NEW | 4,061 | $228,918 | 2.35% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.