AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Erickson Financial Group, LLC
1. Portfolio Overview
Erickson Financial Group, LLC manages a portfolio with a total value of $162.85 million as of December 31, 2025. This represents a significant expansion of assets under management, with the portfolio value increasing by 84.9% from the previous quarter's $88.10 million. The portfolio is highly concentrated, consisting of only 25 holdings, which suggests a streamlined investment management appro...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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