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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 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VOT VANGUARD INDEX FDS 4,250.0 $1.3M 0.67% NEW $306.30 -1.4%
42 VTV VANGUARD INDEX FDS 5,773.0 $1.3M 0.65% -121.0 -2.0% $217.94 +3.2%
43 PZA INVESCO EXCH TRADED FD TR II 51,689.0 $1.2M 0.62% -1K -2.5% $23.52 -3.9%
44 MTUM ISHARES TR 3,530.0 $1.2M 0.62% -10K -74.5% $342.79 -12.4%
45 CATF AMERICAN CENTY ETF TR 21,389.0 $1.1M 0.55% +7K +48.8% $50.27 -2.0%
46 MBB ISHARES TR 10,870.0 $1.0M 0.53% -259.0 -2.3% $94.52 -1.5%
47 QQQ INVESCO QQQ TR Financial Services 1,364.0 $1.0M 0.52% -189.0 -12.2% $736.62 -2.7%
48 JPM JPMORGAN CHASE & CO Financial Services 2,993.0 $980K 0.50% -56.0 -1.8% $327.35 +8.8%
49 RSP INVESCO EXCHANGE TRADED FD T 4,246.0 $903K 0.47% -49.0 -1.1% $212.78 +3.1%
50 TLT ISHARES TR 10,371.0 $896K 0.46% $86.42 -4.5%
51 SCHF SCHWAB STRATEGIC TR 32,206.0 $892K 0.46% +400.0 +1.3% $27.70 +1.9%
52 LQD ISHARES TR 7,587.0 $828K 0.43% $109.07 -2.6%
53 ILF ISHARES TR 24,141.0 $815K 0.42% -273.0 -1.1% $33.75 +3.4%
54 SDY SPDR SERIES TRUST 5,290.0 $805K 0.41% -131.0 -2.4% $152.17 +2.7%
55 MUB ISHARES TR 7,364.0 $793K 0.41% +660.0 +9.8% $107.62 -2.3%
56 FTEC FIDELITY COVINGTON TRUST 2,729.0 $779K 0.40% -68.0 -2.4% $285.53 +0.7%
57 SYSB ISHARES TR 8,695.0 $771K 0.40% +144.0 +1.7% $88.72 -1.7%
58 HELO J P MORGAN EXCHANGE TRADED F 11,388.0 $770K 0.40% -959.0 -7.8% $67.58 +2.8%
59 OEF ISHARES TR 2,076.0 $760K 0.39% -6K -75.4% $365.87 +3.9%
60 ICLN ISHARES TR 36,732.0 $753K 0.39% NEW $20.49 -15.6%
Page 3 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%