Institutions / Ehrlich Financial Group

Ehrlich Financial Group

CIK 2010632 · Institution · as of Dec 31, 2025

Portfolio value

$175.72M

Positions

110

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 110 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$12.93M	104,870	7.4%
iShares Tr	—	$11.03M	52,010	6.3%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$9.53M	156,797	5.4%
iShares Tr	—	$7.74M	22,556	4.4%
American Centy ETF Tr	—	$7.36M	65,831	4.2%
SPDR Index Shs Fds	—	$6.85M	146,367	3.9%
Select Sector SPDR Tr	—	$5.53M	38,393	3.1%
iShares Gold Tr	—	$4.50M	55,460	2.6%
BlackRock ETF Trust	—	$4.01M	104,055	2.3%
iShares Tr	—	$3.96M	68,904	2.3%
Vanguard Specialized Funds	—	$3.81M	17,327	2.2%
iShares Tr	—	$3.76M	52,648	2.1%
BlackRock ETF Trust II	—	$3.71M	70,361	2.1%
J P Morgan Exchange Traded F	—	$3.34M	52,846	1.9%
iShares MSCI UAE ETF	—	$3.33M	13,306	1.9%
J P Morgan Exchange Traded F	—	$3.21M	56,098	1.8%
Global X Fds	—	$3.14M	48,465	1.8%
Bondbloxx ETF Trust	—	$2.90M	62,637	1.6%
SPDR Series Trust	—	$2.86M	127,656	1.6%
Vanguard Charlotte Fds	—	$2.63M	54,428	1.5%
iShares Tr	—	$2.62M	57,673	1.5%
PIMCO ETF Tr	—	$2.45M	91,768	1.4%
Janus Detroit Str Tr	—	$2.36M	51,641	1.3%
BlackRock ETF Trust	—	$2.33M	80,704	1.3%
iShares Tr	—	$2.28M	22,435	1.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.