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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 2 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BNDX VANGUARD CHARLOTTE FDS 56,343.0 $2.7M 1.56% +2K +3.5% $48.05 +0.3%
22 XTEN BONDBLOXX ETF TRUST 58,919.0 $2.7M 1.55% -4K -5.9% $45.86 -1.5%
23 OEF ISHARES TR 8,442.0 $2.7M 1.54% -14K -62.6% $318.09 +17.0%
24 QUAL ISHARES TR 13,507.0 $2.6M 1.49% +8K +129.6% $191.81 +12.3%
25 PYLD PIMCO ETF TR 96,968.0 $2.5M 1.46% +5K +5.7% $26.20 +0.7%
26 EFV ISHARES TR 30,855.0 $2.3M 1.32% -22K -41.4% $74.35 +6.5%
27 IDEV ISHARES TR 26,069.0 $2.2M 1.25% NEW $83.57 +8.2%
28 SHV ISHARES TR 19,446.0 $2.1M 1.23% +4K +28.7% $110.39 -0.1%
29 BIDD BLACKROCK ETF TRUST 75,328.0 $2.1M 1.23% -5K -6.7% $28.43 +12.3%
30 IEF ISHARES TR 21,276.0 $2.0M 1.17% NEW $95.44 -1.4%
31 CLOA BLACKROCK ETF TRUST II 34,888.0 $1.8M 1.04% NEW $51.84 +0.3%
32 SMMU PIMCO ETF TR 33,097.0 $1.7M 0.96% -3K -8.3% $50.45 -0.1%
33 AAPL APPLE INC Technology 6,272.0 $1.6M 0.92% $253.79 +21.8%
34 IVV ISHARES TR 2,368.0 $1.5M 0.89% -498.0 -17.4% $653.11 +15.2%
35 JAAA JANUS DETROIT STR TR 29,659.0 $1.5M 0.86% -1K -4.2% $50.37 +0.7%
36 SCHD SCHWAB STRATEGIC TR 46,560.0 $1.4M 0.82% $30.68 +6.5%
37 VO VANGUARD INDEX FDS 4,694.0 $1.3M 0.78% $287.18 -72.6%
38 EMXC ISHARES INC 16,327.0 $1.3M 0.74% +2K +11.9% $78.66 +26.6%
39 IJK ISHARES TR 12,339.0 $1.2M 0.71% NEW $100.62 +13.0%
40 DGRO ISHARES TR 17,551.0 $1.2M 0.71% -430.0 -2.4% $70.18 +6.3%
Page 2 of 6  ·  112 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%