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Linda Runey

E&r Wealth Management, Llc

Assets Managed
$100.39M
Holdings
12
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
4.77%(2Q avg: 2.39%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in E&r Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 12 positions.

Assets under management

The assets under management (AUM) of E&r Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 100.39M in assets, with a quarterly growth rate of 4.77% and a 2-quarter average growth rate of 2.39%. The portfolio is managed by Linda Runey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 2.67%
23.13%
$23.212M
118,309 shares@ $196.21 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 3.73%
19.58%
$19.651M
90,451 shares@ $217.26 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 5.03%
16.52%
$16.581M
283,248 shares@ $58.55 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 3.79%
16.46%
$16.518M
208,372 shares@ $79.28 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.79%
10.13%
$10.166M
158,647 shares@ $64.09 avg price
VSS
Vanguard Ftse All Wo X-us Sc
Recent Activity
Increased 1.54%
6.67%
$6.69M
45,889 shares@ $145.8 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 3.02%
3.34%
$3.353M
62,029 shares@ $54.06 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 9.02%
3.05%
$3.06M
34,501 shares@ $88.71 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
0.37%
$363,713
759 shares@ $479.21 avg price
AAPL
Apple Inc
Recent Activity
0.28%
$273,322
1,076 shares@ $254.02 avg price

1-10 of 12