EHRLICH FINANCIAL GROUP
Q3 2025 13F Holdings
- Locationlaguna niguel, CA
- Num holdings
110
- Value ($000)
$168,477
- Date Filed10/17/2025
- Form type13F-HR
- CIK0002010632
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $11.92 M | 7 % | 98,737 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $9.10 M | 5 % | 153,712 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $8.91 M | 5 % | 43,135 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $7.49 M | 4 % | 118,990 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $6.80 M | 4 % | 62,592 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $6.28 M | 4 % | 22,285 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $5.08 M | 3 % | 108,626 | ||
CMF ISHARES TR | CALIF MUN BD ETF | 464288356 | $4.95 M | 3 % | 86,801 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $4.79 M | 3 % | 70,564 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $4.44 M | 3 % | 13,346 |
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