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Portfolio (Quarterly) Guide ↗

EHRLICH FINANCIAL GROUP

· CIK 0002010632
13F Portfolio $176M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New
Page 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UUP INVESCO DB US DLR INDEX TR Financial Services 22,511.0 $608K 0.35% NEW $27.03 +2.6%
62 PFF ISHARES TR 19,398.0 $601K 0.34% NEW $30.96 +1.2%
63 IGV ISHARES TR 5,608.0 $593K 0.34% NEW $105.69 -10.9%
64 MSFT MICROSOFT CORP Technology 1,223.0 $591K 0.34% NEW $483.65 -13.6%
65 HELO J P MORGAN EXCHANGE TRADED F 8,815.0 $586K 0.33% NEW $66.43 +2.1%
66 BAR GRANITESHARES GOLD TR Financial Services 13,561.0 $576K 0.33% NEW $42.49 +4.9%
67 IXJ ISHARES TR 5,805.0 $565K 0.32% NEW $97.40 -3.3%
68 AVGO BROADCOM INC Technology 1,567.0 $542K 0.31% NEW $346.05 +23.7%
69 SCHG SCHWAB STRATEGIC TR 16,353.0 $533K 0.30% NEW $32.62 +6.0%
70 ARTY ISHARES TR 10,669.0 $514K 0.29% NEW $48.18 +48.1%
71 AMZN AMAZON COM INC Consumer Cyclical 2,139.0 $494K 0.28% NEW $230.82 +15.6%
72 SLV ISHARES SILVER TR Financial Services 7,658.0 $493K 0.28% NEW $64.42 +6.8%
73 IETC ISHARES U S ETF TR 4,789.0 $487K 0.28% NEW $101.59 +7.8%
74 FNDF SCHWAB STRATEGIC TR 10,120.0 $458K 0.26% NEW $45.21 +20.3%
75 BERKSHIRE HATHAWAY INC DEL 885.0 $445K 0.25% NEW $502.65
76 GOOG ALPHABET INC Communication Services 1,397.0 $438K 0.25% NEW $313.86 +22.2%
77 XLC SELECT SECTOR SPDR TR 3,713.0 $437K 0.25% NEW $117.72 -2.1%
78 FVD FIRST TR EXCHANGE-TRADED FD 9,232.0 $425K 0.24% NEW $46.08 +3.8%
79 AXP AMERICAN EXPRESS CO Financial Services 1,139.0 $421K 0.24% NEW $369.95 -15.9%
80 PZA INVESCO EXCH TRADED FD TR II 16,958.0 $393K 0.22% NEW $23.19 -0.5%
Page 4 of 6  ·  110 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 55.6%
Technology 19.7%
Healthcare 13.2%
Communication Services 5.6%
Consumer Cyclical 4.2%
Industrials 1.7%