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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 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVW ISHARES TR 35,256.0 $4.8M 2.49% -4K -10.2% $137.53 +1.5%
2 THRO BLACKROCK ETF TRUST 106,706.0 $4.6M 2.37% -6K -5.4% $43.11 +1.7%
3 SPEM SPDR INDEX SHS FDS 70,740.0 $3.7M 1.88% -25K -26.2% $51.78 +1.6%
4 CMF ISHARES TR 63,540.0 $3.7M 1.88% -5K -7.3% $57.64 -2.5%
5 BINC BLACKROCK ETF TRUST II 62,739.0 $3.3M 1.69% -2K -2.8% $52.34 -0.7%
6 QUAL ISHARES TR 12,891.0 $2.8M 1.46% -616.0 -4.6% $219.42 +1.5%
7 IVE ISHARES TR 11,433.0 $2.6M 1.33% -3K -19.8% $227.06 +4.2%
8 IDEV ISHARES TR 25,349.0 $2.3M 1.16% -720.0 -2.8% $89.01 +4.1%
9 XLK SELECT SECTOR SPDR TR 11,554.0 $2.2M 1.13% -27K -70.2% $190.52 -2.1%
10 EFV ISHARES TR 27,292.0 $2.1M 1.07% -4K -11.6% $76.55 +6.9%
11 IAU ISHARES GOLD TR Financial Services 25,788.0 $1.9M 1.00% -5K -16.7% $75.51 +10.9%
12 IEF ISHARES TR 20,416.0 $1.9M 0.99% -860.0 -4.0% $94.57 -1.9%
13 BIDD BLACKROCK ETF TRUST 61,005.0 $1.8M 0.94% -14K -19.0% $30.02 +2.6%
14 CLOA BLACKROCK ETF TRUST II 33,919.0 $1.8M 0.91% -969.0 -2.8% $51.91 +0.1%
15 IVV ISHARES TR 2,288.0 $1.7M 0.88% -80.0 -3.4% $748.90 +2.9%
16 EMXC ISHARES INC 15,398.0 $1.6M 0.81% -929.0 -5.7% $102.30 -4.0%
17 SMMU PIMCO ETF TR 26,920.0 $1.4M 0.70% -6K -18.7% $50.50 -0.4%
18 JAAA JANUS DETROIT STR TR 26,467.0 $1.3M 0.69% -3K -10.8% $50.49 +0.0%
19 DGRO ISHARES TR 17,295.0 $1.3M 0.67% -256.0 -1.5% $75.79 +4.3%
20 VTV VANGUARD INDEX FDS 5,773.0 $1.3M 0.65% -121.0 -2.0% $217.94 +3.2%
Page 1 of 3  ·  55 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%