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E&R Wealth Management, LLC

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13F filer, CIK 2109932, MOUNT PLEASANT, SC

E&R Wealth Management, LLC reported $117,865,740 across 12 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-27. Its ten largest share positions make up 99.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002824

Period
2026-06-30
Reported value
$118M
Holdings
12
Top 10 weight
99.56%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTVadded+10,894$2.37M
VBRadded+8,954$2.18M
VCSHadded+25,448$2.01M
VGSHadded+31,709$1.85M
VEAadded+11,174$796K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-18-$5.21K
KOreduced-3-$243

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-002824, largest first. % of portfolio is the value over $117,865,740, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 115,235 shares; 2026Q1: 118,309 shares; 2026Q2: 129,203 shares 129,203$28.2M23.89%+10,894Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 87,204 shares; 2026Q1: 90,451 shares; 2026Q2: 99,405 shares 99,405$24.2M20.49%+8,954Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 200,769 shares; 2026Q1: 208,372 shares; 2026Q2: 233,820 shares 233,820$18.5M15.68%+25,448Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 269,707 shares; 2026Q1: 283,248 shares; 2026Q2: 314,957 shares 314,957$18.3M15.55%+31,709Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 157,419 shares; 2026Q1: 158,647 shares; 2026Q2: 169,821 shares 169,821$12.1M10.27%+11,174Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 45,195 shares; 2026Q1: 45,889 shares; 2026Q2: 50,360 shares 50,360$7.77M6.59%+4,471Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 60,211 shares; 2026Q1: 62,029 shares; 2026Q2: 67,143 shares 67,143$4.01M3.4%+5,114Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 31,648 shares; 2026Q1: 34,501 shares; 2026Q2: 37,996 shares 37,996$3.66M3.11%+3,495Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 759 shares; 2026Q1: 759 shares; 2026Q2: 759 shares 759$380K0.32%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares; 2026Q2: 1,058 shares 1,058$306K0.26%-18Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,392 shares; 2026Q1: 3,392 shares; 2026Q2: 3,389 shares 3,389$275K0.23%-3Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,120 shares; 2026Q1: 2,123 shares; 2026Q2: 2,137 shares 2,137$242K0.21%+14Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002824 base2026-07-27acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-26-002824 Quarter ended 2026-06-302026-07-27acceptance time not in the bulk data set
13F-HR 0001172661-26-001928 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001172661-26-000631 Quarter ended 2025-12-312026-02-11acceptance time not in the bulk data set