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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 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DRIV GLOBAL X FDS 19,443.0 $750K 0.39% NEW $38.57 -10.5%
62 BIL SPDR SERIES TRUST 7,908.0 $725K 0.37% -214.0 -2.6% $91.64 +0.0%
63 BLACKROCK ETF TRUST 25,643.0 $717K 0.37% +6K +30.4% $27.95
64 COPX GLOBAL X FDS 9,131.0 $703K 0.36% -513.0 -5.3% $76.97 +20.6%
65 J P MORGAN EXCHANGE TRADED F 9,613.0 $695K 0.36% -46K -82.7% $72.28
66 EW EDWARDS LIFESCIENCES CORP Healthcare 7,640.0 $691K 0.35% $90.47 +0.3%
67 USO UNITED STS OIL FD LP Financial Services 6,371.0 $678K 0.35% NEW $106.44 +25.6%
68 XOP SPDR SERIES TRUST 4,379.0 $676K 0.35% NEW $154.26 +22.5%
69 TAN INVESCO EXCH TRADED FD TR II 11,176.0 $661K 0.34% -2K -13.8% $59.15 -19.6%
70 BALI BLACKROCK ETF TRUST 19,058.0 $645K 0.33% +8K +70.0% $33.83 +3.0%
71 JEPQ J P MORGAN EXCHANGE TRADED F 10,329.0 $635K 0.33% -2K -13.5% $61.46 -2.0%
72 PFF ISHARES TR 20,625.0 $629K 0.32% +2K +9.3% $30.49 -0.2%
73 FNDF SCHWAB STRATEGIC TR 11,527.0 $608K 0.31% -215.0 -1.8% $52.76 +5.3%
74 SCHG SCHWAB STRATEGIC TR 16,953.0 $574K 0.29% +200.0 +1.2% $33.84 +5.4%
75 NVDA NVIDIA CORPORATION Technology 2,861.0 $572K 0.29% -48.0 -1.6% $200.10 +10.3%
76 STIP ISHARES TR 5,140.0 $525K 0.27% +283.0 +5.8% $102.16 -1.4%
77 AVGO BROADCOM INC Technology 1,389.0 $525K 0.27% -136.0 -8.9% $377.69 -1.9%
78 BAR GRANITESHARES GOLD TR Financial Services 13,220.0 $523K 0.27% -330.0 -2.4% $39.53 +10.8%
79 MSFT MICROSOFT CORP Technology 1,308.0 $488K 0.25% -25.0 -1.9% $373.04 +36.0%
80 AMZN AMAZON COM INC Consumer Cyclical 2,031.0 $484K 0.25% -74.0 -3.5% $238.34 +9.0%
Page 4 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%