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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 2 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XTEN BONDBLOXX ETF TRUST 61,326.0 $2.8M 1.44% +2K +4.1% $45.58 -2.7%
22 PYLD PIMCO ETF TR 98,602.0 $2.6M 1.34% +2K +1.7% $26.52 -1.3%
23 IVE ISHARES TR 11,433.0 $2.6M 1.33% -3K -19.8% $227.06 +4.2%
24 IALT BLACKROCK ETF TRUST 90,355.0 $2.5M 1.30% NEW $28.05 +3.4%
25 IDEV ISHARES TR 25,349.0 $2.3M 1.16% -720.0 -2.8% $89.01 +4.1%
26 XLK SELECT SECTOR SPDR TR 11,554.0 $2.2M 1.13% -27K -70.2% $190.52 -2.1%
27 EFV ISHARES TR 27,292.0 $2.1M 1.07% -4K -11.6% $76.55 +6.9%
28 IAU ISHARES GOLD TR Financial Services 25,788.0 $1.9M 1.00% -5K -16.7% $75.51 +10.9%
29 IEF ISHARES TR 20,416.0 $1.9M 0.99% -860.0 -4.0% $94.57 -1.9%
30 BIDD BLACKROCK ETF TRUST 61,005.0 $1.8M 0.94% -14K -19.0% $30.02 +2.6%
31 AAPL APPLE INC Technology 6,284.0 $1.8M 0.94% $289.36 +9.5%
32 CLOA BLACKROCK ETF TRUST II 33,919.0 $1.8M 0.91% -969.0 -2.8% $51.91 +0.1%
33 IVV ISHARES TR 2,288.0 $1.7M 0.88% -80.0 -3.4% $748.90 +2.9%
34 SCHD SCHWAB STRATEGIC TR 51,142.0 $1.6M 0.83% +5K +9.8% $31.71 +10.0%
35 EMXC ISHARES INC 15,398.0 $1.6M 0.81% -929.0 -5.7% $102.30 -4.0%
36 GKOS GLAUKOS CORP Healthcare 10,014.0 $1.4M 0.72% $139.76 +28.5%
37 IEMG ISHARES INC 16,440.0 $1.4M 0.70% +1K +9.3% $82.84 -1.3%
38 SMMU PIMCO ETF TR 26,920.0 $1.4M 0.70% -6K -18.7% $50.50 -0.4%
39 JAAA JANUS DETROIT STR TR 26,467.0 $1.3M 0.69% -3K -10.8% $50.49 +0.0%
40 DGRO ISHARES TR 17,295.0 $1.3M 0.67% -256.0 -1.5% $75.79 +4.3%
Page 2 of 6  ·  119 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%