E&R Wealth Management, LLC - Portfolio Stock Holdings
E&R Wealth Management, LLC disclosed 12 stock positions in a recent SEC 13F filing. $116,584,674 of stock holdings were filed, with the largest holdings including VTV, VBR, and VGSH. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $104,796,418 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
12Est. Stock Holding Value:
$116,584,674Top Stock Holdings By Sector
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Portfolio Stock Holdings - E&R Wealth Management, LLC
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Holdings (Shares)
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% of Portfolio
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