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Portfolio (Quarterly) Guide ↗

EHRLICH FINANCIAL GROUP

· CIK 0002010632
13F Portfolio $174M AUM 112 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 32 Added 43 Reduced 18 Exited
Page 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SYSB ISHARES TR 8,551.0 $761K 0.44% +563.0 +7.0% $89.00 -0.5%
62 BIL SPDR SERIES TRUST 8,122.0 $744K 0.43% NEW $91.64 -0.0%
63 COPX GLOBAL X FDS 9,644.0 $736K 0.42% NEW $76.35 +12.8%
64 UFOX ETF SER SOLUTIONS 10,704.0 $730K 0.42% NEW $68.18 +50.0%
65 TAN INVESCO EXCH TRADED FD TR II 12,968.0 $722K 0.41% NEW $55.71 +26.6%
66 CATF AMERICAN CENTY ETF TR 14,372.0 $716K 0.41% +1K +7.6% $49.82 +0.6%
67 MUB ISHARES TR 6,704.0 $712K 0.41% -96.0 -1.4% $106.15 +0.7%
68 JEPQ J P MORGAN EXCHANGE TRADED F 11,936.0 $663K 0.38% -516.0 -4.1% $55.52 +9.4%
69 BAR GRANITESHARES GOLD TR Financial Services 13,550.0 $625K 0.36% $46.13 -5.0%
70 EW EDWARDS LIFESCIENCES CORP Healthcare 7,640.0 $612K 0.35% -656.0 -7.9% $80.09 +8.0%
71 FTEC FIDELITY COVINGTON TRUST 2,797.0 $582K 0.33% -3K -52.9% $208.01 +34.8%
72 FNDF SCHWAB STRATEGIC TR 11,742.0 $575K 0.33% +2K +16.0% $48.93 +10.5%
73 PFF ISHARES TR 18,872.0 $572K 0.33% -526.0 -2.7% $30.32 +3.5%
74 BLACKROCK ETF TRUST 19,670.0 $537K 0.31% NEW $27.29
75 NVDA NVIDIA CORPORATION Technology 2,909.0 $507K 0.29% -366.0 -11.2% $174.40 +21.9%
76 STIP ISHARES TR 4,857.0 $502K 0.29% -5K -51.2% $103.43 +0.0%
77 EFG ISHARES TR 4,462.0 $497K 0.29% -1K -19.8% $111.37 +10.2%
78 MSFT MICROSOFT CORP Technology 1,333.0 $493K 0.28% +110.0 +9.0% $370.19 +11.5%
79 SCHG SCHWAB STRATEGIC TR 16,753.0 $488K 0.28% +400.0 +2.5% $29.13 +18.7%
80 AVGO BROADCOM INC Technology 1,525.0 $472K 0.27% -42.0 -2.7% $309.47 +36.3%
Page 4 of 6  ·  112 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 51.3%
Technology 20.8%
Healthcare 13.6%
Communication Services 6.1%
Consumer Cyclical 4.4%
Industrials 2.2%
Energy 1.6%