ERn Financial, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1768302
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$604.3M
Holdings
161
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ERn Financial, LLC disclosed 161 positions worth $604.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 16 new positions and exited 5 and a full exit from $VZ. The portfolio is most concentrated in Other (89.0% of disclosed assets). All figures are sourced directly from ERn Financial, LLC’s Form 13F-HR filing with the SEC under CIK 1768302.
AI Fund Analysis
StableSPDR SERIES TRUST - ST STR
7.4% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
7.2% weight
Held 10 quarters
SPDR INDEX SHS FDS - ST ST
5.4% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
3.5% weight
Held 10 quarters
VICTORY PORTFOLIOS II - SH
2.9% weight
Held 9 quarters
SPDR SERIES TRUST - ST STR
7 quarters accumulating
ISHARES TR - CORE MSCI EAF
7 quarters accumulating
JOHN HANCOCK EXCHANGE TRAD
7 quarters accumulating
SPDR SERIES TRUST - ST STR
7 quarters accumulating
SPDR SERIES TRUST - ST STR
7 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500GRW
—Quality
$44.5M373,603 shSPDR SERIES TRUST - ST STR P500VAL
—Quality
$43.3M712,567 shSPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$32.9M652,818 shISHARES TR - CORE MSCI EAFE
—Quality
$20.9M216,224 shVICTORY PORTFOLIOS II - SHORT TRM BD ETF
—Quality
$17.7M349,663 shAMERICAN CENTY ETF TR - AVANTIS EMGMKT
—Quality
$16.6M171,570 shSPDR SERIES TRUST - ST STR SP400VAL
—Quality
$16.2M171,098 shSPDR INDEX SHS FDS - ST PORT MARK ETF
—Quality
$14.0M269,872 shJ P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF
—Quality
$13.4M120,322 shPIMCO ETF TR - MULTISECTOR BD
—Quality
$13.3M500,101 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500GRW | — | $44.5M | 373,603 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $43.3M | 712,567 |
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $32.9M | 652,818 |
| ISHARES TR - CORE MSCI EAFE | — | $20.9M | 216,224 |
| VICTORY PORTFOLIOS II - SHORT TRM BD ETF | — | $17.7M | 349,663 |
| AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $16.6M | 171,570 |
| SPDR SERIES TRUST - ST STR SP400VAL | — | $16.2M | 171,098 |
| SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $14.0M | 269,872 |
| J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | — | $13.4M | 120,322 |
| PIMCO ETF TR - MULTISECTOR BD | — | $13.3M | 500,101 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ERn Financial, LLC's 161 positions.
Showing top 10 of 161 holdings.
Sector Allocation
Other
$537.6M
Financials
$29.9M
Technology
$24.7M
Industrials
$4.9M
Consumer Discretionary
$2.6M
Healthcare
$1.9M
Energy
$1.1M
Consumer Staples
$914,861
Top Holdings — ERn Financial, LLC (Q2 2026)
Top 150 of 161 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500GRW | $44.5M | 7.4% | +0% | — |
| 2 | — | SPDR SERIES TRUST - ST STR P500VAL | $43.3M | 7.2% | +2% | — |
| 3 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $32.9M | 5.4% | -0% | — |
| 4 | — | ISHARES TR - CORE MSCI EAFE | $20.9M | 3.5% | +3% | — |
| 5 | — | VICTORY PORTFOLIOS II - SHORT TRM BD ETF | $17.7M | 2.9% | +5% | — |
| 6 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $16.6M | 2.7% | -1% | — |
| 7 | — | SPDR SERIES TRUST - ST STR SP400VAL | $16.2M | 2.7% | +1% | — |
| 8 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $14.0M | 2.3% | +1% | — |
| 9 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | $13.4M | 2.2% | +1% | — |
| 10 | — | PIMCO ETF TR - MULTISECTOR BD | $13.3M | 2.2% | +7% | — |
| 11 | — | ISHARES TR - MSCI USA QLT FCT | $12.4M | 2.1% | -1% | — |
| 12 | — | ISHARES TR - GLOBAL REIT ETF | $12.1M | 2.0% | +1% | — |
| 13 | — | JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP | $12.1M | 2.0% | +2% | — |
| 14 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $11.9M | 2.0% | +7% | — |
| 15 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $11.7M | 1.9% | +1% | — |
| 16 | — | VANGUARD INDEX FDS - GROWTH ETF | $11.4M | 1.9% | +498% | — |
| 17 |  $STT | STATE STREET CORP | $10.3M | 1.7% | +0% | 71.5 |
| 18 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $10.1M | 1.7% | +11% | — |
| 19 | — | SPDR SERIES TRUST - ST STR TIPS ETF | $9.6M | 1.6% | +7% | — |
| 20 | — | SPDR SERIES TRUST - ST STR P500ETF | $9.5M | 1.6% | +6% | — |
| 21 | — | AMERICAN CENTY ETF TR - FOCUSED DYNAMIC | $9.5M | 1.6% | +8% | — |
| 22 |  $IVZ | Invesco Ltd. | $9.2M | 1.5% | -6% | — |
| 23 | — | ISHARES TR - CRE U S REIT ETF | $8.8M | 1.5% | +2% | — |
| 24 | — | VANECK ETF TRUST - REAL ASSETS ETF | $8.7M | 1.4% | +4% | — |
| 25 | — | HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE | $8.2M | 1.4% | +0% | — |
| 26 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | $7.8M | 1.3% | +0% | — |
| 27 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $7.6M | 1.3% | -0% | — |
| 28 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $7.4M | 1.2% | -1% | — |
| 29 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $7.4M | 1.2% | +0% | — |
| 30 | — | PIMCO ETF TR - INTER MUN BD ACT | $7.3M | 1.2% | +2% | — |
| 31 | — | ISHARES TR - MSCI EAFE ETF | $7.0M | 1.2% | -2% | — |
| 32 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $6.7M | 1.1% | +1% | — |
| 33 |  $AAPL | Apple Inc. | $6.6M | 1.1% | +3% | 76.4 |
| 34 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $6.2M | 1.0% | +5% | — |
| 35 | — | ISHARES TR - CORE S&P SCP ETF | $6.2M | 1.0% | +1% | — |
| 36 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $5.9M | 1.0% | +10% | — |
| 37 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $5.9M | 1.0% | +7% | — |
| 38 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $5.8M | 1.0% | -1% | — |
| 39 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $5.2M | 0.9% | -1% | — |
| 40 | — | ISHARES TR - CORE S&P500 ETF | $4.5M | 0.8% | +0% | — |
| 41 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $4.4M | 0.7% | +0% | — |
| 42 | — | VANGUARD INDEX FDS - VALUE ETF | $4.4M | 0.7% | +0% | — |
| 43 |  $NVDA | NVIDIA CORP | $3.6M | 0.6% | +22% | 85.9 |
| 44 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $3.4M | 0.6% | +1% | — |
| 45 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $3.1M | 0.5% | -15% | — |
| 46 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $3.1M | 0.5% | -2% | — |
| 47 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $3.0M | 0.5% | +12% | — |
| 48 | — | BLACKROCK ETF TRUST II - ISHARES LRG CAP | $2.5M | 0.4% | +4% | — |
| 49 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $2.5M | 0.4% | -2% | — |
| 50 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $2.4M | 0.4% | +0% | — |
| 51 | — | ISHARES TR - CORE S&P MCP ETF | $2.4M | 0.4% | +3% | — |
| 52 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.4M | 0.4% | -0% | — |
| 53 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.3M | 0.4% | +277% | — |
| 54 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.1M | 0.3% | -3% | — |
| 55 | $IVZ | Invesco Ltd. | $2.0M | 0.3% | +0% | — |
| 56 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | $2.0M | 0.3% | +4% | — |
| 57 | — | PACER FDS TR - US CASH COWS 100 | $1.9M | 0.3% | -8% | — |
| 58 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $1.9M | 0.3% | -0% | — |
| 59 |  $MSFT | MICROSOFT CORP | $1.8M | 0.3% | +1% | 79.8 |
| 60 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.8M | 0.3% | -1% | — |
| 61 | — | SPDR SERIES TRUST - ST STR SP600SM C | $1.7M | 0.3% | -5% | — |
| 62 |  $FICO | FAIR ISAAC CORP | $1.6M | 0.3% | +0% | 77.7 |
| 63 | — | ISHARES TR - MSCI USA MMENTM | $1.6M | 0.3% | +2% | — |
| 64 | — | ISHARES INC - MSCI EMRG CHN | $1.6M | 0.3% | +0% | — |
| 65 |  $SPY | SPDR S&P 500 ETF TRUST | $1.5M | 0.3% | -1% | — |
| 66 |  $GOOGL | Alphabet Inc. | $1.5M | 0.3% | +71% | 78.2 |
| 67 | — | ISHARES TR - MSCI EMG MKT ETF | $1.5M | 0.3% | -8% | — |
| 68 |  $TSLA | Tesla, Inc. | $1.5M | 0.2% | +40% | 53.9 |
| 69 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $1.5M | 0.2% | +2% | — |
| 70 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.5M | 0.2% | -22% | — |
| 71 |  $CACC | CREDIT ACCEPTANCE CORP | $1.3M | 0.2% | +0% | 68.6 |
| 72 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.3M | 0.2% | -1% | — |
| 73 |  $IAU | ISHARES GOLD TRUST | $1.3M | 0.2% | +10% | — |
| 74 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $1.2M | 0.2% | +0% | — |
| 75 |  $AMZN | AMAZON COM INC | $1.2M | 0.2% | +9% | 68.7 |
| 76 |  $GOOG | Alphabet Inc. | $1.1M | 0.2% | +8% | 78.2 |
| 77 | — | ISHARES TR - ESG AWR MSCI USA | $1.1M | 0.2% | +1% | — |
| 78 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $1.1M | 0.2% | -8% | — |
| 79 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.2% | +4% | 86.2 |
| 80 |  $META | Meta Platforms, Inc. | $1.0M | 0.2% | +28% | 79.6 |
| 81 |  $ORCL | ORACLE CORP | $1.0M | 0.2% | +0% | 67.9 |
| 82 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $1.0M | 0.2% | +2% | — |
| 83 | — | ISHARES TR - ESG AW MSCI EAFE | $1.0M | 0.2% | +0% | — |
| 84 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.0M | 0.2% | -5% | — |
| 85 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | $989,152 | 0.2% | +6% | — |
| 86 |  $AVGO | Broadcom Inc. | $978,522 | 0.2% | +28% | 84.5 |
| 87 | — | ISHARES TR - CORE S&P US VLU | $974,974 | 0.2% | +1% | — |
| 88 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | $926,798 | 0.1% | +39% | — |
| 89 |  $LLY | ELI LILLY & Co | $867,264 | 0.1% | +21% | 87.5 |
| 90 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $862,933 | 0.1% | -1% | — |
| 91 |  $XOM.R34088 | EXXON MOBIL CORP | $842,541 | 0.1% | +0% | 57.9 |
| 92 | — | AMERICAN CENTY ETF TR - DIVERSIFIED MU | $822,002 | 0.1% | -4% | — |
| 93 |  $ANET | Arista Networks, Inc. | $814,575 | 0.1% | +0% | 81.9 |
| 94 | — | SPDR SERIES TRUST - ST STR P400MID | $802,852 | 0.1% | +2% | — |
| 95 | — | AMERICAN CENTY ETF TR - AVA MAR SMA ETF | $749,191 | 0.1% | +16% | — |
| 96 | — | RBB FUND TRUST - FIRS EAGL OV ETF | $735,532 | 0.1% | +55% | — |
| 97 |  $WT | WisdomTree, Inc. | $731,275 | 0.1% | -2% | 59.9 |
| 98 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $697,138 | 0.1% | +0% | — |
| 99 |  $BRK.B | BERKSHIRE HATHAWAY INC | $695,042 | 0.1% | -11% | 73.8 |
| 100 | $IVZ | Invesco Ltd. | $680,816 | 0.1% | +1% | — |
| 101 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $678,944 | 0.1% | +100% | 70 |
| 102 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $674,606 | 0.1% | +0% | — |
| 103 |  $V | VISA INC. | $652,484 | 0.1% | +44% | 82.9 |
| 104 | — | SPDR SERIES TRUST - ST STR CONV ETF | $606,974 | 0.1% | +0% | — |
| 105 |  $JPM | JPMORGAN CHASE & CO | $597,520 | 0.1% | +17% | 70.7 |
| 106 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $592,248 | 0.1% | +0% | — |
| 107 |  $F | FORD MOTOR CO | $541,525 | 0.1% | +0% | 54.9 |
| 108 | $IVZ | Invesco Ltd. | $494,623 | 0.1% | -10% | — |
| 109 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $492,249 | 0.1% | NEW | — |
| 110 | — | SPDR SERIES TRUST - ST STR SP600 SML | $481,734 | 0.1% | -3% | — |
| 111 |  $GD | GENERAL DYNAMICS CORP | $476,807 | 0.1% | +5% | 68.7 |
| 112 |  $WMT | Walmart Inc. | $448,849 | 0.1% | +0% | 60.2 |
| 113 | $IVZ | Invesco Ltd. | $435,135 | 0.1% | +22% | — |
| 114 |  $ROK | ROCKWELL AUTOMATION, INC | $426,016 | 0.1% | +0% | 63.6 |
| 115 |  $ASML | ASML HOLDING NV | $417,782 | 0.1% | -16% | — |
| 116 | — | VANGUARD INDEX FDS - SMALL CP ETF | $417,396 | 0.1% | -8% | — |
| 117 |  $CSCO | CISCO SYSTEMS, INC. | $417,249 | 0.1% | +0% | 70.3 |
| 118 |  $COST | COSTCO WHOLESALE CORP /NEW | $411,607 | 0.1% | +0% | 66.2 |
| 119 |  $AMAT | APPLIED MATERIALS INC /DE | $405,603 | 0.1% | -13% | 72.3 |
| 120 |  $AMD | ADVANCED MICRO DEVICES INC | $397,923 | 0.1% | NEW | 79.8 |
| 121 |  $BA | BOEING CO | $380,771 | 0.1% | +8% | 61.6 |
| 122 |  $SHOP | SHOPIFY INC. | $373,825 | 0.1% | -1% | 64.9 |
| 123 |  $ABBV | AbbVie Inc. | $368,071 | 0.1% | +0% | 72.6 |
| 124 |  $PM | Philip Morris International Inc. | $367,383 | 0.1% | -2% | 75.9 |
| 125 |  $BMO | BANK OF MONTREAL /CAN/ | $348,276 | 0.1% | +17% | 76 |
| 126 |  $MO | ALTRIA GROUP, INC. | $338,932 | 0.1% | +1% | 67.4 |
| 127 |  $NFLX | NETFLIX INC | $337,579 | 0.1% | -1% | 78.8 |
| 128 | — | ISHARES TR - EAFE GRWTH ETF | $337,303 | 0.1% | +1% | — |
| 129 |  $HD | HOME DEPOT, INC. | $318,973 | 0.1% | +26% | 60.3 |
| 130 |  $WFC | WELLS FARGO & COMPANY/MN | $313,948 | 0.1% | +47% | 61.8 |
| 131 |  $APH | AMPHENOL CORP /DE/ | $305,236 | 0.1% | +1% | 79.3 |
| 132 |  $CRWD | CrowdStrike Holdings, Inc. | $301,440 | 0.1% | NEW | 67.7 |
| 133 |  $SYK | STRYKER CORP | $297,209 | 0.1% | -0% | 72.1 |
| 134 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $295,559 | 0.1% | +0% | — |
| 135 |  $FBIZ | FIRST BUSINESS FINANCIAL SERVICES, INC. | $291,530 | 0.1% | +0% | 55.5 |
| 136 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $290,753 | 0.1% | -0% | — |
| 137 | — | ISHARES TR - 0-5YR HI YL CP | $280,043 | 0.1% | +1% | — |
| 138 |  $MA | Mastercard Inc | $273,687 | 0.1% | -2% | 85.1 |
| 139 |  $GEV | GE Vernova Inc. | $271,575 | 0.0% | NEW | 81.1 |
| 140 | — | PACER FDS TR - DEVELOPED MRKT | $271,546 | 0.0% | -23% | — |
| 141 | — | ISHARES TR - RUS 1000 GRW ETF | $268,704 | 0.0% | +335% | — |
| 142 |  $CVX | CHEVRON CORP | $265,713 | 0.0% | +6% | 62.8 |
| 143 |  $BAC | BANK OF AMERICA CORP /DE/ | $265,299 | 0.0% | +0% | 67.6 |
| 144 | — | SPDR SERIES TRUST - ST STR R1K LOWV | $243,589 | 0.0% | +4% | — |
| 145 |  $CAT | CATERPILLAR INC | $235,268 | 0.0% | NEW | 66.5 |
| 146 |  $URI | UNITED RENTALS, INC. | $233,375 | 0.0% | NEW | 63.9 |
| 147 |  $LRCX | LAM RESEARCH CORP | $231,832 | 0.0% | NEW | 79.4 |
| 148 |  $MCD | MCDONALDS CORP | $230,574 | 0.0% | -1% | 69 |
| 149 |  $MGEE | MGE ENERGY INC | $228,760 | 0.0% | +0% | 52.2 |
| 150 |  $ADI | ANALOG DEVICES INC | $225,593 | 0.0% | NEW | 79.2 |
New Positions (16)
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$492,249
$AMD ADVANCED MICRO DEVICES INC$397,923$CRWD CrowdStrike Holdings, Inc.$301,440$GEV GE Vernova Inc.$271,575$CAT CATERPILLAR INC$235,268$URI UNITED RENTALS, INC.$233,375$LRCX LAM RESEARCH CORP$231,832$ADI ANALOG DEVICES INC$225,593 BLACKROCK ETF TRUST II - ISHAR INTER ETF$223,100
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$219,103
ISHARES TR - RUS MD CP GR ETF$218,004
$INTC INTEL CORP$217,544
$JCI Johnson Controls International plc$217,276
$LIN LINDE PLC$205,659
$MRK Merck & Co., Inc.$202,645
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