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Portfolio (Quarterly) Guide ↗

EHRLICH FINANCIAL GROUP

· CIK 0002010632
13F Portfolio $174M AUM 112 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 32 Added 43 Reduced 18 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOOV VANGUARD ADMIRAL FDS INC 38,712.0 $7.9M 4.53% NEW $203.79 +8.1%
2 BLACKROCK ETF TRUST 236,174.0 $7.6M 4.36% NEW $32.15
3 VOOG VANGUARD ADMIRAL FDS INC 17,060.0 $7.0M 4.00% NEW $407.69 -79.7%
4 IDEV ISHARES TR 26,069.0 $2.2M 1.25% NEW $83.57 +8.3%
5 IEF ISHARES TR 21,276.0 $2.0M 1.17% NEW $95.44 -1.3%
6 CLOA BLACKROCK ETF TRUST II 34,888.0 $1.8M 1.04% NEW $51.84 +0.3%
7 IJK ISHARES TR 12,339.0 $1.2M 0.71% NEW $100.62 +13.0%
8 MBB ISHARES TR 11,129.0 $1.1M 0.61% NEW $94.95 -0.7%
9 NUV NUVEEN MUN VALUE FD INC Financial Services 114,669.0 $1.0M 0.59% NEW $8.99 +0.4%
10 EWZ ISHARES INC 20,306.0 $780K 0.45% NEW $38.39 -5.5%
11 GLD SPDR GOLD TR Financial Services 1,807.0 $778K 0.45% NEW $430.29 -3.9%
12 BIL SPDR SERIES TRUST 8,122.0 $744K 0.43% NEW $91.64 -0.0%
13 COPX GLOBAL X FDS 9,644.0 $736K 0.42% NEW $76.35 +13.9%
14 UFOX ETF SER SOLUTIONS 10,704.0 $730K 0.42% NEW $68.18 +49.8%
15 TAN INVESCO EXCH TRADED FD TR II 12,968.0 $722K 0.41% NEW $55.71 +24.3%
16 BLACKROCK ETF TRUST 19,670.0 $537K 0.31% NEW $27.29
17 CVX CHEVRON CORPORATION Energy 1,253.0 $259K 0.15% NEW $206.92 -9.8%
18 COMT ISHARES U S ETF TR 7,579.0 $256K 0.15% NEW $33.81 +2.2%
19 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 690.0 $233K 0.13% NEW $337.95 +21.5%
20 AVNM AMERICAN CENTY ETF TR 2,833.0 $216K 0.12% NEW $76.17 +11.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 51.3%
Technology 20.8%
Healthcare 13.6%
Communication Services 6.1%
Consumer Cyclical 4.4%
Industrials 2.2%
Energy 1.6%