DOSSIER · 13F-HR · Q2 2026

E&R Wealth Management, LLC

$118M in tracked AUM across 12 positions as of Q2 2026.

EW
CIK 0002109932 · last filed Jun 30, 2026
Total AUM
$118M
as of Q2 2026
Holdings
12
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

E&R Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$28M129K23.9%
02
VBR
VANGUARD INDEX FDS
$24M99K20.5%
03
VCSH
VANGUARD SCOTTSDALE FDS
$18M234K15.7%
04
VGSH
VANGUARD SCOTTSDALE FDS
$18M315K15.6%
05
VEA
VANGUARD TAX-MANAGED FDS
$12M170K10.3%
06
VSS
VANGUARD INTL EQUITY INDEX F
$8M50K6.6%
07
VWO
VANGUARD INTL EQUITY INDEX F
$4M67K3.4%
08
VNQ
VANGUARD INDEX FDS
$4M38K3.1%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$380K7590.3%
10
AAPL
APPLE INC
$306K1K0.3%

Filing history

2026Q2Jun 30
$118M 17.4%
12 positionsView →
2026Q1Mar 31
$100M 4.8%
12 positionsView →
2025Q4Dec 31
$96M
12 positionsView →