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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 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PZA INVESCO EXCH TRADED FD TR II 53,034.0 $1.2M 0.70% +36K +212.7% $22.98 +0.5%
42 VTV VANGUARD INDEX FDS 5,894.0 $1.2M 0.67% -4K -38.6% $196.20 +8.0%
43 GKOS GLAUKOS CORP Healthcare 10,014.0 $1.1M 0.62% $107.66 +5.1%
44 MBB ISHARES TR 11,129.0 $1.1M 0.61% NEW $94.95 -0.7%
45 IEMG ISHARES INC 15,039.0 $1.0M 0.60% +4K +36.7% $69.75 +19.3%
46 BLACKROCK ETF TRUST II 21,645.0 $1.0M 0.60% -990.0 -4.4% $47.98
47 NUV NUVEEN MUN VALUE FD INC Financial Services 114,669.0 $1.0M 0.59% NEW $8.99 +0.5%
48 TLT ISHARES TR 10,382.0 $900K 0.52% +6K +145.3% $86.69 -2.0%
49 JPM JPMORGAN CHASE & CO Financial Services 3,049.0 $897K 0.52% -53.0 -1.7% $294.18 +4.1%
50 QQQ INVESCO QQQ TR Financial Services 1,553.0 $897K 0.52% -993.0 -39.0% $577.35 +26.0%
51 ILF ISHARES TR 24,414.0 $867K 0.50% -7K -22.0% $35.52 -1.1%
52 TLH ISHARES TR 8,409.0 $847K 0.49% -14K -62.5% $100.72 -1.6%
53 JNK SPDR SERIES TRUST 8,784.0 $841K 0.48% -2K -16.0% $95.72 +0.8%
54 RSP INVESCO EXCHANGE TRADED FD T 4,295.0 $824K 0.47% -326.0 -7.0% $191.94 +8.1%
55 LQD ISHARES TR 7,559.0 $824K 0.47% -140.0 -1.8% $108.99 -0.3%
56 SDY SPDR SERIES TRUST 5,421.0 $791K 0.46% +829.0 +18.1% $145.93 +2.8%
57 HELO J P MORGAN EXCHANGE TRADED F 12,347.0 $789K 0.45% +4K +40.1% $63.91 +6.1%
58 SCHF SCHWAB STRATEGIC TR 31,806.0 $787K 0.45% +500.0 +1.6% $24.75 +11.9%
59 EWZ ISHARES INC 20,306.0 $780K 0.45% NEW $38.39 -5.5%
60 GLD SPDR GOLD TR Financial Services 1,807.0 $778K 0.45% NEW $430.29 -4.0%
Page 3 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%