GER Loftin Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F: Q3 2026
Location: Johns Creek, GA
CIK: 0002164012
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q3 2026	67	314,431	CGDV, VOO, TCAF, RDVY	13F-HR	11/12/2026	000216401226000001