EHRLICH FINANCIAL GROUP
Sector Allocation
- Other90.1%$174.2M
- Financials4.5%$8.7M
- Technology3.0%$5.7M
- Healthcare1.5%$3.0M
- Consumer Discretionary0.5%$875,107
- Industrials0.2%$365,323
- Energy0.1%$270,809
- Communication Services0.1%$241,179
AUM History
13fpro.ai/research/fund/ehrlich-financial-group-2010632
Conviction and streaks
Concentrating · top 10 = 42.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- AMERICAN$18.0M
- VANGUARD$11.5M
- BLACKROCK$10.8M
- BLACKROCK$9.6M
- VANGUARD$9.0M
- VANGUARD$5.1M
- ISHARES$5.0M
- BLACKROCK$4.7M
- BLACKROCK$4.6M
- SPDR$4.1M
- ISHARES$3.8M
- ISHARES$3.7M
- SPDR$3.7M
- BLACKROCK$3.7M
- GLOBAL$3.5M
- ISHARES$3.4M
- VANGUARD$3.1M
NUV
$3.0M- BLACKROCK$2.8M
- J$2.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ehrlich-financial-group-2010632
EHRLICH FINANCIAL GROUP 13F holdings — Q3 2026
$193.3M portfolio (-0.6% QoQ) · 120 holdings · Q3 2026 13F · top 10 are 43% of the stock portfolio
- 1
AMERICAN CENTY ETF TR - US EQT ETF
$18.0M
9.3% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F
$11.5M
6.0% of stocks
+28%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
BLACKROCK ETF TRUST - ISHA IN CTRY ETF
$10.8M
5.6% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
BLACKROCK ETF TRUST - ISHARES US EQUIT
$9.6M
5.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD
$9.0M
4.7% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$5.1M
2.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - S&P 500 GRWT ETF
$5.0M
2.6% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
BLACKROCK ETF TRUST - ISHA US THEM ETF
$4.7M
2.4% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
BLACKROCK ETF TRUST - ISHA SYST AL ETF
$4.6M
2.4% of stocks
+71%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST INTER ETF
$4.1M
2.1% of stocks
+23%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR - US EQT ETF | $18.0M | 9.3% | +10% | — | — | — | — | |
| 2 | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $11.5M | 6.0% | +28% | — | — | — | — | |
| 3 | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $10.8M | 5.6% | +5% | — | — | — | — | |
| 4 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $9.6M | 5.0% | +2% | — | — | — | — | |
| 5 | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $9.0M | 4.7% | -11% | — | — | — | — | |
| 6 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $5.1M | 2.7% | +4% | — | — | — | — | |
| 7 | ISHARES TR - S&P 500 GRWT ETF | $5.0M | 2.6% | +0.6% | — | — | — | — | |
| 8 | BLACKROCK ETF TRUST - ISHA US THEM ETF | $4.7M | 2.4% | +0.2% | — | — | — | — | |
| 9 | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $4.6M | 2.4% | +71% | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST INTER ETF | $4.1M | 2.1% | +23% | — | — | — | — |
All holdings — EHRLICH FINANCIAL GROUP (Q3 2026)
120 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CALIF MUN BD ETFetf/fund | — | $3.8M | 2.0% | 70K | +11% | — | — | 13F |
| 12 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $3.7M | 1.9% | 16K | +43% | — | — | 13F |
| 13 | — | SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund | — | $3.7M | 1.9% | 72K | +1% | — | — | 13F |
| 14 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund | — | $3.7M | 1.9% | 78K | -10% | — | — | 13F |
| 15 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $3.5M | 1.8% | 58K | -43% | — | — | 13F |
| 16 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $3.4M | 1.8% | 15K | +20% | — | — | 13F |
| 17 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFetf/fund | — | $3.1M | 1.6% | 66K | +13% | — | — | 13F |
| 18 | NUVEEN MUNICIPAL VALUE FUND INC | Other | $3.0M | 1.6% | 365K | +2% | 3 qtrsAdded 3 qtrs in a row | — | 13F | |
| 19 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETFetf/fund | — | $2.8M | 1.5% | 56K | -11% | — | — | 13F |
| 20 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $2.8M | 1.4% | 50K | -7% | — | — | 13F |
| 21 | — | ISHARES TR - 7-10 YR TRSY BDetf/fund | — | $2.5M | 1.3% | 28K | +39% | — | — | 13F |
| 22 | — | PIMCO ETF TR - MULTISECTOR BDetf/fund | — | $2.5M | 1.3% | 98K | -0.6% | — | — | 13F |
| 23 | — | ISHARES TR - TRUST ISHARE 0-1etf/fund | — | $2.3M | 1.2% | 21K | -50% | — | — | 13F |
| 24 | — | ISHARES TR - CORE MSCI INTLetf/fund | — | $2.3M | 1.2% | 25K | -0.4% | — | — | 13F |
| 25 | ISHARES GOLD TRUSTetf/fund | Financials | $2.2M | 1.1% | 29K | +11% | 8+ qtrs | — | 13F | |
| 26 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $2.2M | 1.1% | 51K | -16% | |||
| 27 | $AAPL | Apple Inc. | Technology | $2.2M | 1.1% | 6,549 | +4% | |||
| 28 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.2M | 1.1% | 11K | -4% | |||
| 29 | — | ISHARES TR - EAFE VALUE ETF | — | $2.1M | 1.1% | 26K | -5% | |||
| 30 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLO | — | $1.8M | 0.9% | 34K | -0.4% | |||
| 31 | — | ISHARES TR - CORE S&P500 ETF | — | $1.7M | 0.9% | 2,219 | -3% | |||
| 32 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.7M | 0.9% | 51K | -0.6% | |||
| 33 | $GKOS | GLAUKOS Corp | Healthcare | $1.6M | 0.8% | 10K | — | |||
| 34 | — | BLACKROCK ETF TRUST - ISHARES INTL DIV | — | $1.5M | 0.8% | 50K | -18% | |||
| 35 | — | ISHARES INC - MSCI EMRG CHN | — | $1.5M | 0.8% | 15K | -2% | |||
| 36 | — | PIMCO ETF TR - SHTRM MUN BD ACT | — | $1.3M | 0.7% | 27K | +0.1% | |||
| 37 | — | ISHARES INC - CORE MSCI EMKT | — | $1.3M | 0.7% | 16K | -2% | |||
| 38 | — | ISHARES TR - CORE DIV GRWTH | — | $1.3M | 0.7% | 17K | -0.5% | |||
| 39 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $1.3M | 0.7% | 25K | -4% | |||
| 40 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $1.2M | 0.6% | 5,758 | -0.3% | |||
| 41 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.1M | 0.6% | 1,497 | New | |||
| 42 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.6% | 53K | +2% | |||
| 43 | — | AMERICAN CENTY ETF TR - CALIF MUN BD ETF | — | $1.1M | 0.6% | 24K | +11% | |||
| 44 | $JPM | JPMORGAN CHASE & CO | Financials | $996K | 0.5% | 3,010 | +0.6% | |||
| 45 | — | ISHARES TR - MBS ETF | — | $971K | 0.5% | 11K | -0.3% | |||
| 46 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $896K | 0.5% | 33K | +1% | |||
| 47 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $892K | 0.5% | 1,205 | -12% | |||
| 48 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | — | $861K | 0.5% | 12K | +9% | |||
| 49 | — | ISHARES TR - NATIONAL MUN ETF | — | $809K | 0.4% | 8,005 | +9% | |||
| 50 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $806K | 0.4% | 2,688 | -2% | |||
| 51 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $772K | 0.4% | 5,271 | -0.4% | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $771K | 0.4% | 3,705 | -13% | |||
| 53 | — | ISHARES TR - 20 YR TR BD ETF | — | $763K | 0.4% | 9,814 | -5% | |||
| 54 | — | ISHARES TR - LATN AMER 40 ETF | — | $749K | 0.4% | 22K | -10% | |||
| 55 | $USO | United States Oil Fund, LP | Financials | $726K | 0.4% | 4,982 | -22% | |||
| 56 | $MSFT | MICROSOFT CORP | Technology | $705K | 0.4% | 1,374 | +5% | |||
| 57 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $700K | 0.4% | 9,489 | -1% | |||
| 58 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $692K | 0.4% | 4,391 | New | |||
| 59 | — | ISHARES TR - IBOXX INV CP ETF | — | $689K | 0.4% | 6,739 | -11% | |||
| 60 | — | SPDR SERIES TRUST - ST STR BACKE ETF | — | $686K | 0.3% | 32K | -77% | |||
| 61 | — | ISHARES TR - S&P 100 ETF | — | $683K | 0.3% | 1,788 | -14% | |||
| 62 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $675K | 0.3% | 7,970 | -13% | |||
| 63 | — | BLACKROCK ETF TRUST - ISHARES US LARG | — | $674K | 0.3% | 20K | +3% | |||
| 64 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $673K | 0.3% | 13K | +9% | |||
| 65 | $DBC | Invesco DB Commodity Index Tracking Fund | Financials | $663K | 0.3% | 21K | New | |||
| 66 | $EW | Edwards Lifesciences Corp | Healthcare | $661K | 0.3% | 7,654 | +0.2% | |||
| 67 | $NVDA | NVIDIA CORP | Technology | $660K | 0.3% | 2,891 | +1% | |||
| 68 | — | ETF SER SOLUTIONS - US GLB JETS | — | $650K | 0.3% | 23K | New | |||
| 69 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $649K | 0.3% | 11K | +3% | |||
| 70 | — | ISHARES TR - RUS 1000 VAL ETF | — | $638K | 0.3% | 2,573 | New | |||
| 71 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $634K | 0.3% | 27K | New | |||
| 72 | — | ISHARES TR - PFD AND INCM SEC | — | $616K | 0.3% | 21K | +1% | |||
| 73 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $609K | 0.3% | 17K | — | |||
| 74 | $AMZN | AMAZON COM INC | Consumer Discretionary | $552K | 0.3% | 2,216 | +9% | |||
| 75 | $BAR | GraniteShares Gold Trust | Financials | $539K | 0.3% | 13K | -0.4% | |||
| 76 | $AVGO | Broadcom Inc. | Technology | $531K | 0.3% | 1,513 | +9% | |||
| 77 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $515K | 0.3% | 5,167 | +0.5% | |||
| 78 | — | ISHARES TR - SYSTEMATIC BD ET | — | $509K | 0.3% | 6,039 | -31% | |||
| 79 | $GOOG | Alphabet Inc. | Technology | $450K | 0.2% | 1,321 | -2% | |||
| 80 | — | BLACKROCK ETF TRUST II - ISHA SECU IN ETF | — | $438K | 0.2% | 9,026 | +60% | |||
| 81 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $433K | 0.2% | 9,232 | — | |||
| 82 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $415K | 0.2% | 834 | -2% | |||
| 83 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $414K | 0.2% | 590 | +0.2% | |||
| 84 | $GOOGL | Alphabet Inc. | Technology | $389K | 0.2% | 1,130 | +10% | |||
| 85 | — | ISHARES TR - EAFE GRWTH ETF | — | $378K | 0.2% | 3,154 | +26% | |||
| 86 | $JNJ | JOHNSON & JOHNSON | Healthcare | $375K | 0.2% | 1,416 | +31% | |||
| 87 | $DE | DEERE & CO | Industrials | $365K | 0.2% | 544 | -2% | |||
| 88 | $AXP | AMERICAN EXPRESS CO | Financials | $352K | 0.2% | 1,159 | +1% | |||
| 89 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | — | $337K | 0.2% | 4,126 | +27% | |||
| 90 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $332K | 0.2% | 7,400 | — | |||
| 91 | — | NUVEEN CALIF AMT FREE MUNI I - COM | — | $326K | 0.2% | 31K | +29% | |||
| 92 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $323K | 0.2% | 1,417 | +2% | |||
| 93 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $317K | 0.2% | 695 | +0.7% | |||
| 94 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $314K | 0.2% | 8,982 | — | |||
| 95 | $V | VISA INC. | Financials | $309K | 0.2% | 859 | +2% | |||
| 96 | $LLY | ELI LILLY & Co | Healthcare | $305K | 0.2% | 264 | +12% | |||
| 97 | $GLD | SPDR GOLD TRUST | Financials | $298K | 0.1% | 782 | New | |||
| 98 | — | VANECK ETF TRUST - JP MRGAN EM LOC | — | $287K | 0.1% | 12K | +4% | |||
| 99 | — | ISHARES TR - FUTU AI TECH ETF | — | $272K | 0.1% | 3,472 | — | |||
| 100 | $CVX | CHEVRON CORP | Energy | $271K | 0.1% | 1,326 | +5% | |||
| 101 | — | ISHARES INC - EURO HIGH YIELD | — | $270K | 0.1% | 5,173 | +0.1% | |||
| 102 | — | BLACKROCK ETF TRUST II - ISHA SH TERM ETF | — | $267K | 0.1% | 5,356 | -16% | |||
| 103 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $266K | 0.1% | 1,150 | — | |||
| 104 | $WT | WisdomTree, Inc. | Financials | $262K | 0.1% | 5,196 | New | |||
| 105 | — | ISHARES TR - CORE S&P US GWT | — | $258K | 0.1% | 1,331 | -6% | |||
| 106 | $ANET | Arista Networks, Inc. | Technology | $253K | 0.1% | 1,245 | -2% | |||
| 107 | — | BLACKROCK ETF TRUST - ISHARES MAN FUTU | — | $250K | 0.1% | 8,614 | -66% | |||
| 108 | — | ISHARES TR - CONV BD ETF | — | $250K | 0.1% | 2,211 | New | |||
| 109 | — | ISHARES TR - ESG MSCI KLD ETF | — | $249K | 0.1% | 1,703 | New | |||
| 110 | — | ISHARES U S ETF TR - STRATEGIC METALS | — | $245K | 0.1% | 8,198 | +0.5% | |||
| 111 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $241K | 0.1% | 5,258 | +2% | |||
| 112 | $STX | Seagate Technology Holdings plc | Technology | $240K | 0.1% | 260 | -3% | |||
| 113 | — | AMERICAN CENTY ETF TR - AVANTIS ALL INT | — | $239K | 0.1% | 2,873 | +0.9% | |||
| 114 | — | ISHARES TR - ESG AWR MSCI USA | — | $238K | 0.1% | 1,428 | New | |||
| 115 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $231K | 0.1% | 3,901 | — | |||
| 116 | — | BLACKROCK ETF TRUST - DYNAMIC SHORT | — | $223K | 0.1% | 2,238 | New | |||
| 117 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $209K | 0.1% | 1,881 | -0.3% | |||
| 118 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $207K | 0.1% | 8,500 | — | |||
| 119 | — | ISHARES TR - GLOB HLTHCRE ETF | — | $205K | 0.1% | 2,010 | New | |||
| 120 | — | ISHARES TR - MSCI USA MMENTM | — | $205K | 0.1% | 646 | -82% |
What changed in Q3 2026
Against the previous quarter's 13F: 13 new, 53 added to, 45 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
$SPYSPDR S&P 500 ETF TRUST$1.1M
first bought this quarter
- SPDR SERIES TRUST - ST STR SP BIOT$692K
first bought this quarter
$DBCInvesco DB Commodity Index Tracking Fund$663K
first bought this quarter
- ETF SER SOLUTIONS - US GLB JETS$650K
first bought this quarter
- ISHARES TR - RUS 1000 VAL ETF$638K
first bought this quarter
- SPDR SERIES TRUST - ST LON TREAS ETF$634K
first bought this quarter
+7 more in the Excel export
Added to (53)
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+28%
now $11.5M
- BLACKROCK ETF TRUST - ISHA SYST AL ETF+71%
now $4.6M
- AMERICAN CENTY ETF TR - US EQT ETF+10%
now $18.0M
- ISHARES TR - S&P 500 VAL ETF+43%
now $3.7M
- SPDR SERIES TRUST - ST INTER ETF+23%
now $4.1M
- ISHARES TR - 7-10 YR TRSY BD+39%
now $2.5M
+47 more in the Excel export
Trimmed (45)
- GLOBAL X FDS - DEFENSE TECH ETF-43%
now $3.5M
- ISHARES TR - TRUST ISHARE 0-1-50%
now $2.3M
- SPDR SERIES TRUST - ST STR BACKE ETF-77%
now $686K
- VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD-11%
now $9.0M
- ISHARES TR - MSCI USA MMENTM-82%
now $205K
- BLACKROCK ETF TRUST - ISHARES MAN FUTU-66%
now $250K
+39 more in the Excel export
Sold out (11)
- VANGUARD INDEX FDS - MCAP GR IDXVIPwas $1.3M
- ISHARES TR - GL CLEAN ENE ETFwas $753K
- GLOBAL X FDS - AUTONMOUS EV ETFwas $750K
- SPDR SERIES TRUST - ST STR BLO 1 ETFwas $725K
- SPDR SERIES TRUST - SP O&G EXPL PROwas $676K
- VANGUARD WHITEHALL FDS - HIGH DIV YLDwas $264K
+5 more in the Excel export
Holdings by quarter
Every 13F EHRLICH FINANCIAL GROUP has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow EHRLICH FINANCIAL GROUP?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of EHRLICH FINANCIAL GROUP's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 12 of the 20 are scored)
Top 10 since filing
+0.1%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter; 63% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
70%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
EHRLICH FINANCIAL GROUP disclosed 120 positions worth $193.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 13 new positions and exited 11 — including a new stake in $SPY. The portfolio is most concentrated in Other (90.1% of disclosed assets). All figures are sourced directly from EHRLICH FINANCIAL GROUP’s Form 13F-HR filing with the SEC under CIK 2010632.
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