GER Loftin Wealth Advisors LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm holds a total of 67 equity securities.
The largest position disclosed in the portfolio is Advanced Micro Devices Inc., for which the firm holds 3,773 shares. Apple Inc. is the second-largest holding, with 48,940 shares. Other notable equity positions include Microsoft Corporation (21,477 shares), NVIDIA Corporation (54,277 shares), and Amazon.com Inc. (33,239 shares).
In addition to individual equities, the portfolio includes significant allocations to exchange-traded funds (ETFs) and mutual funds managed by various firms. The top holdings among these funds include Invesco (55,282 shares), Vanguard (68,738 shares), and First Trust (238,690 shares). Other fund managers with disclosed positions include State Street Investment Management (508,865 shares), Pacer (287,600 shares), and T. Rowe Price (508,865 shares).
The filing lists James Loftin, Chief Executive Officer, as the authorized signer for the report.
