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Portfolio (Quarterly) Guide ↗

EHRLICH FINANCIAL GROUP

· CIK 0002010632
13F Portfolio $194M AUM 119 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 34 Added 55 Reduced 9 Exited
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVUS AMERICAN CENTY ETF TR 127,765.0 $16.4M 8.42% +55K +76.6% $128.08 +1.6%
2 BLACKROCK ETF TRUST 283,542.0 $10.4M 5.34% +47K +20.1% $36.60
3 VOOV VANGUARD ADMIRAL FDS INC 45,811.0 $10.0M 5.17% +7K +18.3% $219.21 +4.2%
4 VOOG VANGUARD ADMIRAL FDS INC 105,549.0 $8.7M 4.49% +88K +518.7% $82.62 +1.6%
5 SHLD GLOBAL X FDS 101,933.0 $6.1M 3.13% +19K +23.3% $59.71 +9.7%
6 VIG VANGUARD SPECIALIZED FUNDS 21,158.0 $5.0M 2.58% +511.0 +2.5% $236.62 +2.3%
7 SHV ISHARES TR 42,892.0 $4.7M 2.43% +23K +120.6% $110.35 +0.0%
8 SPTI SPDR SERIES TRUST 121,365.0 $3.4M 1.77% +22K +22.3% $28.39 -1.3%
9 NUV NUVEEN MUN VALUE FD INC Financial Services 356,385.0 $3.3M 1.69% +242K +210.8% $9.22 -2.4%
10 SPMB SPDR SERIES TRUST 139,202.0 $3.1M 1.60% +8K +5.9% $22.31 -1.5%
11 JEPI J P MORGAN EXCHANGE TRADED F 53,363.0 $3.0M 1.55% +559.0 +1.1% $56.48 +1.8%
12 BNDX VANGUARD CHARLOTTE FDS 58,632.0 $2.8M 1.46% +2K +4.1% $48.43 -1.8%
13 XTEN BONDBLOXX ETF TRUST 61,326.0 $2.8M 1.44% +2K +4.1% $45.58 -2.7%
14 PYLD PIMCO ETF TR 98,602.0 $2.6M 1.34% +2K +1.7% $26.52 -1.3%
15 SCHD SCHWAB STRATEGIC TR 51,142.0 $1.6M 0.83% +5K +9.8% $31.71 +10.0%
16 IEMG ISHARES INC 16,440.0 $1.4M 0.70% +1K +9.3% $82.84 -1.3%
17 CATF AMERICAN CENTY ETF TR 21,389.0 $1.1M 0.55% +7K +48.8% $50.27 -2.0%
18 SCHF SCHWAB STRATEGIC TR 32,206.0 $892K 0.46% +400.0 +1.3% $27.70 +1.9%
19 MUB ISHARES TR 7,364.0 $793K 0.41% +660.0 +9.8% $107.62 -2.3%
20 SYSB ISHARES TR 8,695.0 $771K 0.40% +144.0 +1.7% $88.72 -1.7%
Page 1 of 2  ·  34 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 50.5%
Technology 24.8%
Healthcare 14.2%
Consumer Cyclical 4.3%
Communication Services 3.2%
Industrials 1.9%
Energy 1.1%