EHRLICH FINANCIAL GROUP
Q1 2026 13F Holdings
- Locationlaguna niguel, CA
- Num holdings
112
- Value ($000)
$174,015
- Date Filed 04/09/2026
- Form type13F-HR
- CIK 0002010632
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $8.04M | 5 % | 72,330 | ||
VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | $7.89M | 5 % | 38,712 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $7.88M | 5 % | 135,406 | ||
BLACKROCK ETF TRUST | ISHARES INTL CTR | 09290C764 | $7.59M | 4 % | 236,174 | ||
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | $6.96M | 4 % | 17,060 | ||
GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 | $5.86M | 3 % | 82,671 | ||
SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | $5.16M | 3 % | 38,818 | ||
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 | $4.5M | 3 % | 95,844 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $4.44M | 3 % | 20,647 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $4.44M | 3 % | 39,253 |
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