E&R Wealth Management, LLC - Portfolio Stock Holdings

E&R Wealth Management, LLC disclosed 12 stock positions in a recent SEC 13F filing. $117,865,833 of stock holdings were filed, with the largest holdings including VTV, VBR, and VCSH. This filing represented positions held on June 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.