E&R Wealth Management, LLC has disclosed its latest holdings in a 13F-HR filing, revealing a total of $116.6 million in assets as of September 30, 2026. This report is significant as it provides insights into the firm's investment strategies and its positions in the financial services sector.
The firm, based in Mount Pleasant, South Carolina, is registered with the SEC under the Central Index Key (CIK) number 0002109932. E&R Wealth Management specializes in managing investments and wealth for clients, and this filing reflects its investment activities as of the end of the third quarter of 2026. The company has been active in the market, with multiple recent filings, including a previous 13F-HR on July 27, 2026.
According to the filing, E&R Wealth Management's report includes significant stakes in well-known companies. For instance, the firm holds 1,059 shares of Apple Inc., valued at approximately $352,507. Other notable investments include 534 shares of Berkshire Hathaway, valued at $265,905, and 3,389 shares of Coca-Cola Co., worth $291,725. The firm also has substantial investments in various Vanguard funds, indicating a diversified investment strategy.
The filing states, "The total value of the holdings reported is $116,584,663," showcasing the firm’s substantial investment portfolio. This report is crucial for understanding the firm’s asset allocation and investment focus, particularly in blue-chip stocks and index funds.
This update from E&R Wealth Management may affect various stakeholders, including clients, competitors, and analysts. Clients can gain insights into the firm's performance and investment strategies, while competitors may analyze these holdings to adjust their own strategies in the wealth management industry.
Looking ahead, E&R Wealth Management may continue to file regular updates as required by the SEC, providing further insights into its investment decisions and market strategies. The next filing is anticipated, but the current submission does not specify any upcoming actions.