EHRLICH FINANCIAL GROUP
All 13F Filings
- Location
- Laguna Niguel, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 194,428
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 119 | 194,428 | 13F-HR | EHRLICH FINANCIAL GROUP |
| Q1 2026 | 4/8/2026 | 112 | 174,015 | 13F-HR | EHRLICH FINANCIAL GROUP |
| Q4 2025 | 1/6/2026 | 110 | 175,718 | 13F-HR | EHRLICH FINANCIAL GROUP |
| Q3 2025 | 10/17/2025 | 110 | 168,477 | 13F-HR | EHRLICH FINANCIAL GROUP |
| Q2 2025 | 7/8/2025 | 109 | 154,364 | 13F-HR | EHRLICH FINANCIAL GROUP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.12 K | 9.8% | 5.012 K | 0 | 5.012 K |
| ETFs | 175.3 K | 90.2% | 15.4 K | 0 | 15.4 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
194,428
Holdings
119
QoQ value change ($000)
20,413
(11.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.