Erickson Financial Group, LLC

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...