Erickson Financial Group, LLC - Q12026 Holdings

Erickson Financial Group, LLC holds 25 stocks with a total portfolio value of $ 159.58M as of Q12026. In Q12026, Erickson Financial Group, LLC added 0 new positions, increased stakes in 17 stocks, reduced 4 holdings, and fully exited 0 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 28.26% of the total portfolio.