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Ian Laterreur

Ergawealth Advisors, Inc.

Assets Managed
$226.162M
Holdings
55
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
4.07%(2Q avg: 2.66%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Ergawealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Ergawealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 226.162M in assets, with a quarterly growth rate of 4.07% and a 2-quarter average growth rate of 2.66%. The portfolio is managed by Ian Laterreur, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FTHI
Fthi First Trust Exchange-tr
Recent Activity
Increased 12.88%
24.03%
$54.334M
2.367M shares@ $22.95 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 6.62%
13.62%
$30.797M
766,282 shares@ $40.2 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 5.19%
11.93%
$26.971M
634,014 shares@ $42.55 avg price
CGMM
Cg Us Small And Mid Cap Etf
Recent Activity
Increased 6.01%
10.31%
$23.315M
794,117 shares@ $29.36 avg price
CGGO
Cap Group Global Growth
Recent Activity
Increased 6.49%
7.2%
$16.272M
487,615 shares@ $33.37 avg price
CGUS
Cap Group Core Equity
Recent Activity
Increased 7.15%
7.19%
$16.248M
422,910 shares@ $38.42 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -0.88%
2.48%
$5.607M
166,046 shares@ $33.77 avg price
CGNG
Cap Group New Geography Eq
Recent Activity
Increased 5.41%
2.43%
$5.493M
173,979 shares@ $31.58 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -1.23%
1.94%
$4.382M
64,181 shares@ $68.28 avg price
FTCS
First Trust Capital Strength
Recent Activity
Decreased -0.81%
1.64%
$3.693M
39,812 shares@ $92.77 avg price

1-10 of 55