E&R Wealth Management, LLC reported 12 holdings worth US$118M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
E&R Wealth Management, LLC reported 12 holdings worth US$118M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Coca-cola Company (the). Filed Jul 27, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$118M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 759 | US$380K | 0.32% |
| Apple Inc | 1,058 | US$306K | 0.26% |
| Coca-cola Company (the) | 3,389 | US$275K | 0.23% |
| Walmart Inc. | 2,137 | US$242K | 0.21% |