E&R Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), E&R Wealth Management, LLC reported 12 stock positions worth $95.8 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 23.0% of the portfolio, followed by Vngrd Mrngst SL-CP Val ETF-U (VBR, 19.3%) and Vanguard S/T Corp. Bond ETF (VCSH, 16.7%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNT PLEASANT, SC
- CIK
- 0002109932
- Portfolio Value
- $95.8M (Q4 2025)
- SEC Filing
- 0001172661-26-000631 ↗ filed Feb 11, 2026
Holdings Value
Holdings 12 stocks · $95.8M
| VTV Vanguard Mrngstr Val ETF-Aui | 22.97% | 115,235 | $22.0M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 19.27% | 87,204 | $18.5M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 16.71% | 200,769 | $16.0M | — |
| VGSH Vanguard Short-Term Treasury | 16.53% | 269,707 | $15.8M | — |
| VEA Vanguard Ftse Developed ETF | 10.26% | 157,419 | $9.8M | — |
| VSS Vanguard Ftse All Wo X-US SC | 6.76% | 45,195 | $6.5M | — |
| VWO Vanguard Ftse Emerging Marke | 3.38% | 60,211 | $3.2M | — |
| VNQ Vanguard Real Estate ETF | 2.92% | 31,648 | $2.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 759 | $382K | — |
| AAPL Apple Inc. | 0.31% | 1,076 | $293K | — |
| KO The Coca-Cola Co. | 0.25% | 3,392 | $237K | — |
| WMT Walmart Inc. | 0.25% | 2,120 | $236K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.