The Analysis of E&R Wealth Management, LLC's Holdings & P&L

Currently, E&R Wealth Management, LLC holds 12 types of securities in its portfolio with a total value $100.4M. In the most recent quarter, they have increased their positions in VGSH (+13.5K shares, valued at $792.7K), VBR (+3.2K shares, valued at $705.4K), VTV (+3.1K shares, valued at $603.1K).

1M P&L

+1.9M+1.78%

3M P&L

+4.1M+4.01%

HY P&L

+5.7M+5.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A99.2M

99.2%

2Consumer Electronics273.3K

0.3%

3Discount Stores264.0K

0.3%

Top Industries by Stock Count

1N/A8 stocks

72.7%

2Consumer Electronics1 stocks

9.1%

3Beverages - Non-Alcoholic1 stocks

9.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS118.3K shares2.67%2026-03-312026-05-14

VBR VANGUARD INDEX FDS90.5K shares3.72%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS283.2K shares5.02%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS208.4K shares3.79%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS158.6K shares0.78%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F45.9K shares1.54%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F62.0K shares3.02%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS34.5K shares9.01%2026-03-312026-05-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL759 shares0.00%2026-03-312026-05-14

AAPL APPLE INC1.1K shares0.00%2026-03-312026-05-14

WMT WALMART INC2.1K shares0.14%2026-03-312026-05-14

KO COCA COLA CO3.4K shares0.00%2026-03-312026-05-14

VTV

VANGUARD INDEX FDS

2.67%

Shares118.3K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

3.72%

Shares90.5K

Event2026-03-31

Filed2026-05-14

VGSH

VANGUARD SCOTTSDALE FDS

5.02%

Shares283.2K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

3.79%

Shares208.4K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

0.78%

Shares158.6K

Event2026-03-31

Filed2026-05-14

VSS

VANGUARD INTL EQUITY INDEX F

1.54%

Shares45.9K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

3.02%

Shares62.0K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

9.01%

Shares34.5K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares759

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

0.14%

Shares2.1K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available