Erickson Financial Group, LLC: summary

Erickson Financial Group, LLC reported 25 positions with a reported value of $186.63M in its 13F for Q3 2026. Compared with Q2 2026: 0 new positions, 0 exited.

Top positions

• CAPITAL GROUP DIVIDEND VALUE ETF
• VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF
• ISHARES TR
• INVSC QQQ TRUST SRS 1 ETF
• VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
• INVESCO NASDAQ NEXT GEN 100 ETF
• ISHARES TR
• ISHARES CORE U.S. AGGREGATE BOND ETF
• ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
• SPDR SERIES TRUST