Erickson Financial Group, LLC reported 25 holdings worth US$187M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Erickson Financial Group, LLC reported 25 holdings worth US$187M as of Jun 30, 2026. Largest: Johnson & Johnson, Apple Inc and Nvidia Corporation. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 25
- Value as reported
- US$187M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Johnson & Johnson | 3,687 | US$936K | 0.50% |
| Apple Inc | 1,651 | US$478K | 0.26% |
| Nvidia Corporation | 2,037 | US$408K | 0.22% |
| Procter & Gamble Company (the) | 2,000 | US$293K | 0.16% |