SEC Form 13F

E&R Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$117,865,740
Positions12

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTVVALUE ETF$28,157,199129,203
VANGUARD INDEX FDSVBRSM CP VAL ETF$24,154,44799,405
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$18,478,820233,820
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$18,330,493314,957
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$12,099,766169,821
VANGUARD INTL EQUITY INDEX FVSSFTSE SMCAP ETF$7,769,99850,360
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$4,007,74367,143
VANGUARD INDEX FDSVNQREAL ESTATE ETF$3,664,00037,996
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$379,796759
APPLE INCAAPLCOM$306,0721,058

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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