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Ehrlich Financial Group

All holdings · as of Dec 31, 2025

110 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$752.6K31,3060.4%
ISHARES INC$739.7K11,0050.4%
ISHARES TR$728.3K6,8000.4%
J P MORGAN EXCHANGE TRADED F$723.7K12,4520.4%
ISHARES TR$717.0K7,9880.4%
Edwards Lifesciences Corp$707.2K8,2960.4%
AMERICAN CENTY ETF TR$667.9K13,3560.4%
SPDR SERIES TRUST$639.0K4,5920.4%
ISHARES TR$634.0K5,5650.4%
NVIDIA Corp$610.8K3,2750.3%
INVESCO DB US DLR INDEX TR$608.5K22,5110.3%
ISHARES TR$600.6K19,3980.3%
ISHARES TR$592.7K5,6080.3%
MICROSOFT CORP$591.5K1,2230.3%
J P MORGAN EXCHANGE TRADED F$585.6K8,8150.3%
GRANITESHARES GOLD TR$576.2K13,5610.3%
iShares MSCI UAE ETF$565.4K5,8050.3%
Broadcom Inc.$542.3K1,5670.3%
SCHWAB STRATEGIC TR$533.4K16,3530.3%
ISHARES TR$514.0K10,6690.3%
Amazon.com Inc$493.7K2,1390.3%
ISHARES SILVER TR$493.3K7,6580.3%
ISHARES U S ETF TR$486.5K4,7890.3%
SCHWAB STRATEGIC TR$457.5K10,1200.3%
Warren E. Buffett$444.8K8850.3%
Alphabet Inc.$438.5K1,3970.2%
SELECT SECTOR SPDR TR$437.1K3,7130.2%
FIRST TR EXCHANGE-TRADED FD$425.4K9,2320.2%
AMERICAN EXPRESS CO$421.4K1,1390.2%
INVESCO EXCH TRADED FD TR II$393.3K16,9580.2%
J P MORGAN EXCHANGE TRADED F$379.6K8,2000.2%
iShares MSCI UAE ETF$368.9K4,2330.2%
VANGUARD WHITEHALL FDS$365.5K2,5470.2%
BLACKROCK ETF TRUST II$348.5K6,9070.2%
Alphabet Inc.$343.0K1,0960.2%
VANGUARD MALVERN FDS$314.2K6,3520.2%
Visa Inc$311.4K8880.2%
SELECT SECTOR SPDR TR$302.8K7,0930.2%
DEERE & CO$294.7K6330.2%
VANGUARD INDEX FDS$290.1K4630.2%
VANECK ETF TRUST$289.7K11,2210.2%
NUVEEN CALIFORNIA AMT QLT MU$285.6K22,9590.2%
SCHWAB STRATEGIC TR$283.0K8,9820.2%
ISHARES TR$270.9K5,6330.2%
ELI LILLY & Co$256.8K2390.1%
SELECT SECTOR SPDR TR$252.1K3,2460.1%
ISHARES TR$250.2K1,4900.1%
WILLIAMS SONOMA INC$249.3K1,3960.1%
VANGUARD INDEX FDS$246.4K1,1640.1%
BLACKROCK ETF TRUST$231.5K7,3080.1%
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