Funds › GER Loftin Wealth Advisors LLC
GER Loftin Wealth Advisors LLC
13F for Q3 2026, filed Nov 12, 2026. 67 positions worth $314.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | |||
|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value Units | 539,654 | $26.4M | 8.4% | 13F ↗ |
| 2 | Vanguard Index Fds S&P 500 Etf Shs | 33,444 | $23.4M | 7.5% | 13F ↗ |
| 3 | T Rowe Price Exchange-Traded Cap Appreciation | 508,865 | $21.5M | 6.8% | 13F ↗ |
| 4 | First Tr Exchange Traded Fd Risng Divd Achiv | 238,690 | $18.7M | 5.9% | 13F ↗ |
| 5 | Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 55,282 | $16.8M | 5.4% | 13F ↗ |
| 6 | AAPL Apple Inc. | 48,940 | $16.3M | 5.2% | 13F ↗ |
| 7 | Vanguard Specialized Funds Div App Etf | 68,738 | $16.0M | 5.1% | 13F ↗ |
| 8 | NVDA NVIDIA Corporation | 54,277 | $12.4M | 3.9% | 13F ↗ |
| 9 | Invesco Qqq Tr | 16,294 | $12.1M | 3.8% | 13F ↗ |
| 10 | Pacer Fds Tr Us Lrg Cp Cash | 287,600 | $11.5M | 3.6% | 13F ↗ |
| 11 | MSFT Microsoft Corporation | 21,477 | $11.0M | 3.5% | 13F ↗ |
| 12 | GOOGL Alphabet Inc. Class A | 25,473 | $8.8M | 2.8% | 13F ↗ |
| 13 | AMZN Amazon.com, Inc. | 33,239 | $8.3M | 2.6% | 13F ↗ |
| 14 | PLTR Palantir Technologies Inc. | 41,242 | $7.7M | 2.5% | 13F ↗ |
| 15 | Vanguard Index Fds Mrngstr Sml Cp V | 32,200 | $7.4M | 2.4% | 13F ↗ |
| 16 | Vanguard Index Fds Mrngstr Ttl Stk | 18,451 | $6.9M | 2.2% | 13F ↗ |
| 17 | iShares Tr Msci Intl Qualty | 128,264 | $6.3M | 2.0% | 13F ↗ |
| 18 | Pacer Fds Tr Nasd In Pate Etf | 176,590 | $6.3M | 2.0% | 13F ↗ |
| 19 | Vaneck ETF Trust Semiconductr Etf | 9,510 | $5.8M | 1.8% | 13F ↗ |
| 20 | Invesco Exchange Traded Fd T S&P Mdcp Quality | 48,920 | $5.5M | 1.7% | 13F ↗ |
| 21 | WMT Walmart Inc. | 44,385 | $4.6M | 1.5% | 13F ↗ |
| 22 | AVGO Broadcom Inc. | 12,413 | $4.4M | 1.4% | 13F ↗ |
| 23 | META Meta Platforms, Inc. | 5,275 | $3.8M | 1.2% | 13F ↗ |
| 24 | GEV GE Vernova Inc. | 3,511 | $3.3M | 1.1% | 13F ↗ |
| 25 | BRK-B Berkshire Hathaway Inc. Class B | 6,663 | $3.3M | 1.1% | 13F ↗ |
| 26 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 6,905 | $3.2M | 1.0% | 13F ↗ |
| 27 | CEG Constellation Energy Corporation | 11,719 | $3.0M | 0.9% | 13F ↗ |
| 28 | Vanguard Index Fds Mrngstr Grwt Etf | 31,388 | $2.8M | 0.9% | 13F ↗ |
| 29 | iShares Inc Core Msci Emkt | 33,374 | $2.7M | 0.9% | 13F ↗ |
| 30 | Vanguard World Fd Mrngstr Mega Cap | 27,636 | $2.6M | 0.8% | 13F ↗ |
| 31 | AMD Advanced Micro Devices, Inc. | 3,773 | $2.3M | 0.7% | 13F ↗ |
| 32 | CRWD CrowdStrike Holdings, Inc. | 8,264 | $2.2M | 0.7% | 13F ↗ |
| 33 | iShares Tr Msci Eafe Etf | 19,841 | $2.1M | 0.7% | 13F ↗ |
| 34 | Select Sector Spdr Tr St Str Techn Etf | 9,329 | $1.8M | 0.6% | 13F ↗ |
| 35 | JPM JPMorgan Chase & Co. | 5,085 | $1.7M | 0.5% | 13F ↗ |
| 36 | American Centy ETF Tr Avantis Emgmkt | 17,089 | $1.6M | 0.5% | 13F ↗ |
| 37 | iShares Tr Core Div Grwth | 19,998 | $1.5M | 0.5% | 13F ↗ |
| 38 | Pacer Fds Tr Etf | 14,356 | $1.4M | 0.5% | 13F ↗ |
| 39 | ORLY O'Reilly Automotive, Inc. | 16,766 | $1.4M | 0.5% | 13F ↗ |
| 40 | First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf | 36,686 | $1.4M | 0.4% | 13F ↗ |
| 41 | HD Home Depot, Inc. | 3,998 | $1.1M | 0.4% | 13F ↗ |
| 42 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 5,089 | $1.1M | 0.3% | 13F ↗ |
| 43 | TSLA Tesla, Inc. | 2,737 | $971.1K | 0.3% | 13F ↗ |
| 44 | LMT Lockheed Martin Corporation | 1,859 | $946.5K | 0.3% | 13F ↗ |
| 45 | AFL AFLAC Incorporated | 7,572 | $846.4K | 0.3% | 13F ↗ |
| 46 | CAT Caterpillar, Inc. | 899 | $729.2K | 0.2% | 13F ↗ |
| 47 | TLN Talen Energy Corporation | 2,293 | $717.0K | 0.2% | 13F ↗ |
| 48 | MU Micron Technology, Inc. | 670 | $713.8K | 0.2% | 13F ↗ |
| 49 | CVX Chevron Corporation | 3,471 | $708.7K | 0.2% | 13F ↗ |
| 50 | BX Blackstone Inc. | 5,984 | $670.8K | 0.2% | 13F ↗ |
Changes since the previous quarter
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We don't have this fund's 13F for the quarter ending Jun 30, 2026, so there is nothing to compare with.
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Reported value by quarter
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Quarter | Filed | Form | Positions | Reported value | Status | Filing |
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 67 | $314.4M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer