Erickson Financial Group, LLC has filed its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions within the financial services industry.

The filing reveals that Erickson Financial Group holds a total value of approximately $186.6 million across various investments. This diversified portfolio includes significant positions in well-known ETFs and stocks, showcasing the company’s approach to asset management.

Background

Erickson Financial Group, LLC is a financial services firm based in Allentown, Pennsylvania. The company operates under the Central Index Key (CIK) 0001797734 and is categorized under the entity type 'other'. The firm primarily engages in investment management, offering services to clients looking to grow their assets.

Recent filings from Erickson Financial Group include a 13F-HR report filed on November 5, 2026, and a previous N-PX filing on August 20, 2026. These filings illustrate the firm’s ongoing commitment to transparency and regulatory compliance.

What the Filing Says

The 13F-HR filing indicates that Erickson Financial Group reported a total of 25 positions in its portfolio. The company’s holdings reflect a variety of sectors, with notable investments in ETFs such as the INVESCO QQQ Trust and SPDR Series Trust. The filing states, "The total value of reported holdings is $186,627,529," highlighting the firm's substantial investment footprint.

Impact

This filing may affect various stakeholders, including clients, competitors, and market analysts. Clients may gain insights into the firm’s investment strategies, while competitors may analyze Erickson's choices to inform their own strategies in the financial services industry.

What's Next

The filing does not say what happens next regarding Erickson Financial Group's investment strategies or potential changes in their portfolio. However, market participants will likely keep an eye on future filings to gauge the firm's direction and performance.