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Erts Wealth Advisors, LLC
ERTS Wealth Advisors, LLC is a registered investment advisor headquartered in Marquette, Michigan. Founded in 2018, the firm manages investment portfolios for individuals, families, and institutions, offering comprehensive wealth management and financial planning services. ERTS Wealth Advisors is dedicated to creating customized investment solutions to help clients achieve their long-term financial goals. As of 2025, the firm has approximately 8 employees and manages over $630 million in assets.
Investment Strategy
ERTS Wealth Advisors, LLC employs a diversified, long-term investment strategy across asset classes, with a core focus on ETFs and index funds representing both U.S. and international equities as well as fixed income. The firm adjusts portfolio allocations according to clients' risk tolerances and goals, emphasizing cost efficiency, risk management, and broad diversification. Their portfolio includes significant holdings in iShares and SPDR ETFs, reflecting disciplined, evidence-based approaches targeting growth and capital preservation for high-net-worth individuals and institutional accounts.
Latest 13F Filing Activity
Erts Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 30 equity positions with a total 13F market value of $290M. The fund increased holdings in Ishares TR, Wec Energy Group Inc., Huntington Bancshares Inc. among other positions. Erts Wealth Advisors, LLC reduced exposure to SPDR Series Trust, Ishares TR, SPDR Series Trust among others.
Top Holdings
Equity Positions (30)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USHY | ISHARES TR | 13.74% | $39.8M | 1,061,940 | $36.51 | $37.51 | -$26.3M |
S SPYG | SPDR SERIES TRUST | 12.32% | $35.7M | 374,688 | $67.19 | $95.32 | -$22.4M |
I IEUR | ISHARES TR | 9.90% | $28.7M | 433,730 | $58.01 | $66.20 | -$16.5M |
S SPIB | SPDR SERIES TRUST | 9.37% | $27.2M | 809,255 | $33.35 | $33.58 | -$17.8M |
S SPYV | SPDR SERIES TRUST | 8.48% | $24.6M | 469,660 | $42.25 | $52.34 | -$27.3M |
Industry Allocation
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