13FBOX
E&R Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

E&R Wealth Management, LLC

No.8851 Data as of 2026Q2
Latest AUM (Q2 2026)
$117.9M
QoQ Change Q1 2026
+$17.5M+17.4%
Holdings
12
New Buys
0
Adds
9
Reduces
2
Exits
0
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVTV
23.89%23.12%$28.2M129,203$23.2M118,309+10,894+9.21%Add
VVANGUARD SMALLVBR
20.49%19.57%$24.2M99,405$19.7M90,451+8,954+9.90%Add
VVANGUARD SCOTTSDALE FDSBSV
15.68%16.45%$18.5M233,820$16.5M208,372+25,448+12.21%Add
VVANGUARD SCOTTSDALE FDSVGSH
15.55%16.52%$18.3M314,957$16.6M283,248+31,709+11.19%Add
VVANGUARD FTSEVEA
10.27%10.13%$12.1M169,821$10.2M158,647+11,174+7.04%Add
VVANGUARD INTL EQUITY INDEX FVSS
6.59%6.66%$7.8M50,360$6.7M45,889+4,471+9.74%Add
VVANGUARD FSTEVWO
3.4%3.34%$4.0M67,143$3.4M62,029+5,114+8.24%Add
VVANGUARD INDEX FDSVNQ
3.11%3.05%$3.7M37,996$3.1M34,501+3,495+10.13%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.32%0.36%$379,796759$363,71375900.00%Unchanged
APPLE INCAAPL
0.26%0.27%$306,0721,058$273,3221,076-18-1.67%Reduce
COCA COLA COKO
0.23%0.26%$275,4243,389$257,9623,392-3-0.09%Reduce
WALMART INCWMT
0.21%0.26%$241,9822,137$263,9652,123+14+0.66%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow