Erickson Financial Group, LLC — 13F holdings

Erickson Financial Group, LLC reported 25 holdings worth $187M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. CGDV CAPITAL GROUP DIVIDEND VALUE — $52.1M (27.9%)
  2. MGK VANGUARD WORLD FD — $28.2M (15.1%)
  3. ESGU ISHARES TR — $22.5M (12.1%)
  4. QQQ Invesco Qqq Tr — $17.4M (9.3%)
  5. VCIT VANGUARD SCOTTSDALE FDS — $12.5M (6.7%)
  6. IWO ISHARES TR — $11.1M (5.9%)
  7. QQQJ INVESCO EXCH TRADED FD TR II — $10.6M (5.7%)
  8. AGG ISHARES TR — $8.33M (4.5%)
  9. USIG ISHARES TR — $5.22M (2.8%)
  10. HYMB SPDR SERIES TRUST — $4.44M (2.4%)