Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EHRLICH FINANCIAL GROUP (CIK 2010632) reported $174.0M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($8.0M, 4.62%), VOOV ($7.9M, 4.53%), DYNF ($7.9M, 4.53%), CORO ($7.6M, 4.36%), VOOG ($7.0M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $8.0M | 4.62% | 72,330 | Added |
| 2 | VOOV | VANGUARD ADMIRAL FDS INC | $7.9M | 4.53% | 38,712 | New |
| 3 | DYNF | BLACKROCK ETF TRUST | $7.9M | 4.53% | 135,406 | Trimmed |
| 4 | CORO | BLACKROCK ETF TRUST | $7.6M | 4.36% | 236,174 | New |
| 5 | VOOG | VANGUARD ADMIRAL FDS INC | $7.0M | 4.00% | 17,060 | New |
| 6 | SHLD | GLOBAL X FDS | $5.9M | 3.37% | 82,671 | Added |
| 7 | XLK | SELECT SECTOR SPDR TR | $5.2M | 2.96% | 38,818 | Added |
| 8 | SPEM | SPDR INDEX SHS FDS | $4.5M | 2.58% | 95,844 | Trimmed |
| 9 | IVW | ISHARES TR | $4.4M | 2.55% | 39,253 | Trimmed |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $4.4M | 2.55% | 20,647 | Added |
| 11 | THRO | BLACKROCK ETF TRUST | $4.1M | 2.35% | 112,812 | Added |
| 12 | CMF | ISHARES TR | $3.9M | 2.24% | 68,533 | Trimmed |
| 13 | JQUA | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.95% | 55,392 | Added |
| 14 | BINC | BLACKROCK ETF TRUST II | $3.4M | 1.93% | 64,552 | Trimmed |
| 15 | MTUM | ISHARES TR | $3.3M | 1.91% | 13,850 | Added |
| 16 | IVE | ISHARES TR | $3.0M | 1.73% | 14,249 | Trimmed |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.72% | 52,804 | Trimmed |
| 18 | SPMB | SPDR SERIES TRUST | $2.9M | 1.69% | 131,490 | Added |
| 19 | SPTI | SPDR SERIES TRUST | $2.8M | 1.63% | 99,266 | Added |
| 20 | IAU | ISHARES GOLD TR | $2.7M | 1.57% | 30,958 | Trimmed |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $2.7M | 1.56% | 56,343 | Added |
| 22 | XTEN | BONDBLOXX ETF TRUST | $2.7M | 1.55% | 58,919 | Trimmed |
| 23 | OEF | ISHARES TR | $2.7M | 1.54% | 8,442 | Trimmed |
| 24 | QUAL | ISHARES TR | $2.6M | 1.49% | 13,507 | Added |
| 25 | PYLD | PIMCO ETF TR | $2.5M | 1.46% | 96,968 | Added |
Source: SEC Form 13F filings · as of 2026-03-31