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Portfolio (Quarterly) Guide ↗

ERn Financial, LLC

· CIK 0001768302
13F Portfolio $604M AUM 161 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 161 New
Page 5 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORCL ORACLE CORP Technology 7,118.0 $1.0M 0.17% NEW $146.55 -0.1%
82 JEPI J P MORGAN EXCHANGE TRADED F 18,446.0 $1.0M 0.17% NEW $56.48 +2.6%
83 ESGD ISHARES TR 9,952.0 $1.0M 0.17% NEW $102.81 +4.4%
84 FAUG FIRST TR EXCHNG TRADED FD VI 17,718.0 $1.0M 0.17% NEW $56.51 +1.8%
85 JIVE J P MORGAN EXCHANGE TRADED F 10,757.0 $989K 0.16% NEW $91.95 +6.7%
86 AVGO BROADCOM INC Technology 2,590.0 $979K 0.16% NEW $377.81 -2.5%
87 IUSV ISHARES TR 8,851.0 $975K 0.16% NEW $110.15 +4.3%
88 CGNG CAPITAL GROUP NEW GEOGRAPHY 24,741.0 $927K 0.15% NEW $37.46 -1.4%
89 LLY ELI LILLY & CO Healthcare 723.0 $867K 0.14% NEW $1199.54 +4.6%
90 VTI VANGUARD INDEX FDS 2,332.0 $863K 0.14% NEW $370.04 +2.2%
91 XOM EXXON MOBIL CORP Energy 6,163.0 $843K 0.14% NEW $136.71 +20.8%
92 TAXF AMERICAN CENTY ETF TR 16,170.0 $822K 0.14% NEW $50.84 -2.2%
93 ANET ARISTA NETWORKS INC Technology 4,795.0 $815K 0.14% NEW $169.88 +11.0%
94 SPMD SPDR SERIES TRUST 11,884.0 $803K 0.13% NEW $67.56 -0.4%
95 AVEE AMERICAN CENTY ETF TR 10,807.0 $749K 0.12% NEW $69.32 -1.6%
96 FEOE RBB FUND TRUST 13,774.0 $736K 0.12% NEW $53.40 +6.1%
97 DEM WISDOMTREE TR 13,595.0 $731K 0.12% NEW $53.79 +2.4%
98 VBR VANGUARD INDEX FDS 2,869.0 $697K 0.12% NEW $242.99 +2.5%
99 BERKSHIRE HATHAWAY INC DEL 1,389.0 $695K 0.12% NEW $500.39
100 OMFS INVESCO EXCH TRD SLF IDX FD 12,764.0 $681K 0.11% NEW $53.34 -0.2%
Page 5 of 9  ·  161 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.3%
Financial Services 20.3%
Consumer Cyclical 8.4%
Communication Services 5.7%
Healthcare 5.2%
Industrials 4.4%
Consumer Defensive 3.5%
Energy 2.5%
Utilities 1.1%
Basic Materials 0.5%