Ergawealth Advisors, Inc.
Filing Date
Global Rank
#8,156
/ 8,603
▲ 34
· as of Mar 2026
Top Industry
Specialty Chemicals
21.0%
3Y Alpha vs SPY
-4.1%
Period ended 3 months ago
Filed Apr 27, 2026 · 2mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.7%
SPY
+76.0%
Annualised alpha
-4.3%
Max drawdown
−19.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
19.9%
+0.9 pts
Top 5
63.8%
+3.1 pts
Top 10
88.6%
+2.3 pts
HHI
1,077
Diversified+85
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.0% | $2,762,017 |
| Basic Materials | 20.5% | $1,885,278 |
| Healthcare | 17.0% | $1,564,939 |
| Consumer Cyclical | 14.4% | $1,329,489 |
| Financial Services | 6.8% | $626,681 |
| Communication Services | 3.7% | $338,226 |
| Industrials | 2.7% | $253,406 |
| Consumer Defensive | 2.6% | $236,183 |
| Unclassified | 2.4% | $222,339 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBM | International Business Machines Corp | +155 | 2,155 | $522,350 | |
| ABBV | AbbVie Inc. | +102 | 5,116 | $1,112,678 | |
| ABT | Abbott Laboratories | +74 | 4,405 | $452,261 | |
| AAPL | Apple Inc. | +62 | 7,219 | $1,832,110 | |
| BAC | Bank Of America Corp /De/ | +55 | 12,855 | $626,681 | |
| GE | General Electric Co | +18 | 893 | $253,406 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
14 positions ·
$9,218,558 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 7,219 | $1,832,110 | 19.87% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 4,500 | $1,442,475 | 15.65% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,116 | $1,112,678 | 12.07% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 75,033 | $865,880 | 9.39% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 12,855 | $626,681 | 6.80% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,155 | $522,350 | 5.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,226 | $463,609 | 5.03% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 4,405 | $452,261 | 4.91% | |
| CC |
Chemours Co
Basic Materials
|
Held | 20,100 | $442,803 | 4.80% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,101 | $407,557 | 4.42% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 11,667 | $338,226 | 3.67% | |
| GE |
General Electric Co
Industrials
|
Added | 893 | $253,406 | 2.75% | |
| KR |
Kroger Co
Consumer Defensive
|
Held | 3,264 | $236,183 | 2.56% | |
| IAU |
Ishares Gold Trust
|
Reduced | 2,522 | $222,339 | 2.41% |