E&R Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Mount Pleasant, SC
CIK
0002109932
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 12 100,390 VTV, VBR, VGSH, VCSH 13F-HR 5/14/2026 000117266126001928
Q4 2025 12 95,821 VTV, VBR, VCSH, VGSH 13F-HR 2/11/2026 000117266126000631