ERTS Wealth Advisors, LLC

SEC CIK: 0001767602
Latest filing: Aug 6, 2026

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AAPL holding history

Apple Inc. in every 13F filed by ERTS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 1,707
Value: $493.8K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by ERTS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,707	$493.8K	0.1%	+382+28.8%	Added	Holders
Q1 2026	1,325	$336.4K	0.1%	−85−6.0%	Reduced	Holders
Q4 2025	1,410	$383.3K	0.1%	+1+0.1%	Added	Holders
Q3 2025	1,409	$358.7K	0.1%	+2+0.1%	Added	Holders
Q2 2025	1,407	$288.8K	0.1%	−17,414−92.5%	Reduced	Holders
Q1 2025	18,821	$4.18M	0.8%	−1,674−8.2%	Reduced	Holders
Q4 2024	20,495	$5.13M	1.0%	−261−1.3%	Reduced	Holders
Q3 2024	20,756	$4.84M	0.9%	−150−0.7%	Reduced	Holders
Q2 2024	20,906	$4.40M	0.9%	−699−3.2%	Reduced	Holders
Q1 2024	21,605	$3.70M	0.8%	−1,540−6.7%	Reduced	Holders
Q4 2023	23,145	$4.46M	1.0%	−726−3.0%	Reduced	Holders
Q3 2023	23,871	$4.09M	1.0%	+346+1.5%	Added	Holders
Q2 2023	23,525	$4.56M	1.1%	−1,725−6.8%	Reduced	Holders
Q1 2023	25,250	$4.16M	1.0%	−2,226−8.1%	Reduced	Holders
Q4 2022	27,476	$3.57M	0.9%	+962+3.6%	Added	Holders
Q3 2022	26,514	$3.66M	1.0%	+135+0.5%	Added	Holders
Q2 2022	26,379	$3.61M	1.0%	−175−0.7%	Reduced	Holders
Q1 2022	26,554	$4.64M	1.3%	−1,668−5.9%	Reduced	Holders
Q4 2021	28,222	$5.01M	1.2%	−821−2.8%	Reduced	Holders
Q3 2021	29,043	$4.11M	1.1%	−232−0.8%	Reduced	Holders
Q2 2021	29,275	$4.01M	1.1%	+330+1.1%	Added	Holders
Q1 2021	28,945	$3.54M	1.0%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.