13F Insight
DOSSIER · 13F-HR · Q2 2026

EHRLICH FINANCIAL GROUP

$194M in tracked AUM across 119 positions as of Q2 2026.

EF
CIK 0002010632 · last filed Jun 30, 2026
Total AUM
$194M
as of Q2 2026
Holdings
119
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

EHRLICH FINANCIAL GROUP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$16M128K8.4%02
CORO
BLACKROCK ETF TRUST
$10M284K5.3%03
VOOV
VANGUARD ADMIRAL FDS INC
$10M46K5.2%04
DYNF
BLACKROCK ETF TRUST
$9M136K4.8%05
VOOG
VANGUARD ADMIRAL FDS INC
$9M106K4.5%06
SHLD
GLOBAL X FDS
$6M102K3.1%07
VIG
VANGUARD SPECIALIZED FUNDS
$5M21K2.6%08
IVW
ISHARES TR
$5M35K2.5%09
SHV
ISHARES TR
$5M43K2.4%10
THRO
BLACKROCK ETF TRUST
$5M107K2.4%

Filing history

2026Q2Jun 30
$194M▲ 11.7%
119 positionsView →2026Q1Mar 31
$174M▼ 1.0%
112 positionsView →2025Q4Dec 31
$176M▲ 118.1%
110 positionsView →2025Q3Sep 30
$81M▼ 47.8%
52 positionsView →2025Q2Jun 30
$154M▲ 12.5%
109 positionsLocked2025Q1Mar 31
$137M▼ 2.5%
102 positionsLocked2024Q4Dec 31
$141M▲ 0.3%
106 positionsLocked2024Q3Sep 30
$140M▲ 10.7%
108 positionsLocked2024Q2Jun 30
$127M▲ 6.7%
100 positionsLocked2024Q1Mar 31
$119M▲ 19.1%
99 positionsLocked2023Q4Dec 31
$100M—
94 positionsLocked