EHRLICH FINANCIAL GROUP
Q4 2025 13F Holdings
- Locationlaguna niguel, CA
- Num holdings
110
- Value ($000)
$175,718
- Date Filed01/06/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $12.93M | 7 % | 104,870 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $11.03M | 6 % | 52,010 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $9.53M | 5 % | 156,797 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $7.74M | 4 % | 22,556 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $7.36M | 4 % | 65,831 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $6.85M | 4 % | 146,367 | ||
SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | $5.53M | 3 % | 38,393 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $4.5M | 3 % | 55,460 | ||
BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 | $4.01M | 2 % | 104,055 | ||
ISHARES TR | CALIF MUN BD ETF | 464288356 | $3.96M | 2 % | 68,904 |
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