E&R Wealth Management
MOUNT PLEASANT, SCfiles as E&R Wealth Management, LLC
$118m in 12 US stocks at the end of 30 June 2026. The top 10 are 99.6% of the money. It changed about 1.9% of the portfolio this quarter.
Value
$118m
Stocks
12
Top 10 share
99.6%
Turnover
1.9%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTV23.9% of the fund+9%
- Vanguard Index FDSVBR20.5% of the fund+10%
- Vanguard Scottsdale FDSVCSH15.7% of the fund+12%
- Vanguard Scottsdale FDSVGSH15.6% of the fund+11%
- Vanguard Tax-Managed FDSVEA10.3% of the fund+7%
- Vanguard Intl Equity Index FVSS6.6% of the fund+10%
- Vanguard Intl Equity Index FVWO3.4% of the fund+8%
- Vanguard Index FDSVNQ3.1% of the fund+10%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVTV
- Share
- 23.9%
- Value
- $28m
- Shares
- 129,203
+9%
- Vanguard Index FDSVBR
- Share
- 20.5%
- Value
- $24m
- Shares
- 99,405
+10%
- Vanguard Scottsdale FDSVCSH
- Share
- 15.7%
- Value
- $18m
- Shares
- 233,820
+12%
- Vanguard Scottsdale FDSVGSH
- Share
- 15.6%
- Value
- $18m
- Shares
- 314,957
+11%
- Vanguard Tax-Managed FDSVEA
- Share
- 10.3%
- Value
- $12m
- Shares
- 169,821
+7%
- Vanguard Intl Equity Index FVSS
- Share
- 6.6%
- Value
- $8m
- Shares
- 50,360
+10%
- Vanguard Intl Equity Index FVWO
- Share
- 3.4%
- Value
- $4m
- Shares
- 67,143
+8%
- Vanguard Index FDSVNQ
- Share
- 3.1%
- Value
- $4m
- Shares
- 37,996
+10%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTV | 23.9% | $28m | 129,203 | +9% |
| Vanguard Index FDSVBR | 20.5% | $24m | 99,405 | +10% |
| Vanguard Scottsdale FDSVCSH | 15.7% | $18m | 233,820 | +12% |
| Vanguard Scottsdale FDSVGSH | 15.6% | $18m | 314,957 | +11% |
| Vanguard Tax-Managed FDSVEA | 10.3% | $12m | 169,821 | +7% |
| Vanguard Intl Equity Index FVSS | 6.6% | $8m | 50,360 | +10% |
| Vanguard Intl Equity Index FVWO | 3.4% | $4m | 67,143 | +8% |
| Vanguard Index FDSVNQ | 3.1% | $4m | 37,996 | +10% |
| Berkshire HathawayBRK-B | 0.3% | $379,796 | 759 | Held |
| AppleAAPL | 0.3% | $306,072 | 1,058 | Held |
| Coca-ColaKO | 0.2% | $275,424 | 3,389 | Held |
| WalmartWMT | 0.2% | $241,982 | 2,137 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 23.0% since 31 December 2025.
Where the money is
Everyday goods0.4%
Financial services0.3%
Technology0.3%
Other99.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.