account_balance

Investment manager · 13F filer · SEC CIK 2010632

Ehrlich Financial Group

Reported value$193Mas of Sep 30, 2026
Positions120 13 new, 12 sold out
Top 10 weight42.7%AVUS alone is 9%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUS American Centy ETF Tr 9.3% Added +10%
VOOG Vanguard Admiral FDS Inc 6.0% Added +28%
CORO BlackRock ETF Trust 5.6% Added +5%
DYNF BlackRock ETF Trust 5.0% Added +2%
VOOV Vanguard Admiral FDS Inc 4.7% Trimmed −11%
VIG Vanguard Specialized Funds 2.7% Added +4%
IVW iShares Tr 2.6% Held
THRO BlackRock ETF Trust 2.4% Held
IALT BlackRock ETF Trust 2.4% Added +71%
SPTI SPDR Series Trust 2.1% Added +23%
CMF iShares Tr 2.0% Added +11%
IVE iShares Tr 1.9% Added +43%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • SPY $1.14M
  • XBI $692K
  • DBC $663K
  • JETS $650K
arrow_upwardAdded
  • IALT +71%
  • SECU +60%
  • IVE +43%
  • IEF +39%
arrow_downwardTrimmed
  • SPMB −77%
  • SHV −50%
  • SHLD −43%
  • SYSB −31%
remove_circleSold out
  • VOT $1.3M
  • ICLN $753K
  • DRIV $750K
  • BIL $725K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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