E&R Wealth Management, LLC
CIK: 0002109932SEC EDGAR →
Portfolio Value
$95.8M
Holdings
12
As of
Q4 2025
New Positions
12
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 115,235 | $22.0M | 22.97% |
| 2 | VANGUARD INDEX FDS | 87,204 | $18.5M | 19.27% |
| 3 | VANGUARD SCOTTSDALE FDS | 200,769 | $16.0M | 16.71% |
| 4 | VANGUARD SCOTTSDALE FDS | 269,707 | $15.8M | 16.53% |
| 5 | VANGUARD TAX-MANAGED FDS | 157,419 | $9.8M | 10.26% |
| 6 | VANGUARD INTL EQUITY INDEX F | 45,195 | $6.5M | 6.76% |
| 7 | VANGUARD INTL EQUITY INDEX F | 60,211 | $3.2M | 3.38% |
| 8 | VANGUARD INDEX FDS | 31,648 | $2.8M | 2.92% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 759 | $381K | 0.40% |
| 10 | APPLE INC | 1,076 | $292K | 0.30% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 8 | $94.7M | 98.8% |
| Consumer Defensive | 2 | $473K | 0.5% |
| Unknown | 1 | $381K | 0.4% |
| Technology | 1 | $292K | 0.3% |