Ergawealth Advisors, Inc.
Filing Date
Global Rank
#7,780
/ 8,232
▲ 163
Top Industry
Specialty Chemicals
20.3%
3Y Alpha vs SPY
-4.8%
Period ended 2 months ago
Filed Apr 27, 2026 · 48d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+56.0%
SPY
+76.3%
Annualised alpha
-4.8%
Max drawdown
−19.3%
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
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
19.3%
+0.8 pts
Top 5
61.8%
+2.8 pts
Top 10
85.9%
+1.9 pts
HHI
1,022
Diversified+75
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.0% | $2,762,017 |
| Basic Materials | 19.8% | $1,885,278 |
| Healthcare | 16.5% | $1,564,939 |
| Consumer Cyclical | 14.0% | $1,329,489 |
| Financial Services | 6.6% | $626,681 |
| Communication Services | 3.6% | $338,226 |
| Energy | 3.1% | $292,154 |
| Industrials | 2.7% | $253,406 |
| Consumer Defensive | 2.5% | $236,183 |
| Unclassified | 2.3% | $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. | |||||
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
3 positions ·
$2,762,017 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 7,219 | $1,832,110 | 66.33% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,155 | $522,350 | 18.91% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,101 | $407,557 | 14.76% |