Ehrlich Financial Group Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationlaguna niguel, CA
- CIK0002010632
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
109 | $154.36 M | IVW, IVE, DYNF, JQUA | 13F-HR | Jul 8, 2025 | 000195175725000580 | ||
102 | $137.19 M | IVW, IVE, AVUS, DYNF | 13F-HR | Apr 11, 2025 | 000195175725000330 | ||
106 | $140.69 M | IVW, AVUS, DYNF, IVE | 13F-HR | Jan 13, 2025 | 000195175725000006 | ||
108 | $140.23 M | IVW, AVUS, IVE, QUAL | 13F-HR | Oct 7, 2024 | 000195175724000979 | ||
100 | $126.69 M | IVW, IVE, AVUS, QUAL | 13F-HR | Jul 12, 2024 | 000195175724000495 | ||
99 | $118.79 M | IVW, AVUS, IVE, QUAL | 13F-HR | Apr 15, 2024 | 000195175724000275 | ||
94 | $99.74 M | AVUS, IVW, IVE, IVV | 13F-HR | Feb 13, 2024 | 000195175724000243 |