Ergawealth Advisors, Inc.

Portfolio Overview

Ergawealth Advisors, Inc. manages a concentrated portfolio totaling approximately $217.33 million across 54 holdings as of December 31, 2025. The firm has adopted a "core-satellite" strategy, heavily relying on a suite of actively managed ETFs to form the portfolio's foundation, while supplementing with direct equity positions in large-cap blue-chip companies. The portfolio experienced robust growth during the quarter, increasing in value by 12.2% (from $193.70M), a perfo...