Erickson Financial Group, LLC - Q22026 Holdings

Erickson Financial Group, LLC holds 25 stocks with a total portfolio value of $ 186.59M as of Q22026. In Q22026, Erickson Financial Group, LLC added 0 new positions, increased stakes in 11 stocks, reduced 11 holdings, and fully exited 0 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 27.94% of the total portfolio.