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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
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VBR VANGUARD INDEX FDS 1,150.0 $250K 0.14% -14.0 -1.2% $217.25 +8.3%
42 QLTA ISHARES TR 4,493.0 $214K 0.12% -1K -20.2% $47.59 -0.3%
43 LLY ELI LILLY & CO Healthcare 231.0 $212K 0.12% -8.0 -3.4% $919.77 +15.8%
Page 3 of 3  ·  43 positions

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%