SEC 13F Intelligence

Managers / Q1 2022 · view latest →

ERn Financial, LLC

CIK 0001768302 · 8215 GREENWAY BOULEVARD, SUITE 540, MIDDLETON, WI, 53562 · 6086651714

Reported Value
$452M
Q1 2022
Positions
172
Filings on Record
31
2019–present window
Filed
May 13, 2022
original filing

Summary

Ern Financial, Llc reported $452M in U.S.-listed holdings across 172 positions for Q1 2022.

Its largest position, RWL, represents 5.7% of the portfolio.

Compared with Q4 2021, the fund opened 34 new positions and exited 18.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $111MQ4 ’18Q1 ’19: $166MQ2 ’19: $133MQ3 ’19: $140MQ4 ’19: $172MQ4 ’19Q1 ’20: $152MQ2 ’20: $197MQ3 ’20: $214MQ4 ’20: $243MQ4 ’20Q1 ’21: $259MQ2 ’21: $282MQ3 ’21: $390MQ4 ’21: $448MQ4 ’21Q1 ’22: $452MQ2 ’22: $410MQ3 ’22: $391MQ4 ’22: $438.7BQ4 ’22Q1 ’23: $455MQ2 ’23: $478MQ3 ’23: $461MQ4 ’23: $529MQ4 ’23Q1 ’24: $577MQ2 ’24: $1.2BQ3 ’24: $657MQ4 ’24: $667MQ4 ’24Q1 ’25: $633MQ2 ’25: $474MQ3 ’25: $506MQ4 ’25: $532MQ4 ’25Q1 ’26: $532Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$532M150Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$532M146Jan 15, 202613F-HRchanges · EDGAR ↗
Q3 2025$506M140Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$474M145Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$633M180Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$667M190Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$657M187Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024REVEALED$1.2B354Jul 17, 202413F-HRchanges · EDGAR ↗
Q1 2024$577M173Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$529M166Jan 19, 202413F-HRchanges · EDGAR ↗
Q3 2023$461M166Nov 6, 202313F-HRchanges · EDGAR ↗
Q2 2023$478M167Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$455M169May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$438.7B172Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$391M159Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$410M164Aug 2, 202213F-HRchanges · EDGAR ↗
Q1 2022$452M172May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$448M156Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$390M137Nov 16, 202113F-HRchanges · EDGAR ↗
Q2 2021$282M104Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$259M95Apr 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$243M88Feb 24, 202113F-HRchanges · EDGAR ↗
Q3 2020$214M77Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$197M76Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$152M63May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$172M68Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$140M58Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$133M57Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$166M75Apr 18, 201913F-HRchanges · EDGAR ↗
Q4 2018$111M60Feb 19, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.