Ehrlich Financial Group has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $176 Billion distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $12.9B, Ishares S&P 500 Value ETF with a value of $11B, Blackrock ETF Tr U S Equity Fa with a value of $9.53B, Ishares S&P 100 ETF with a value of $7.74B, and American Centy ETF Tr Avantis with a value of $7.36B.
Examining the 13F form we can see an increase of $7.24B in the current position value, from $168B to 176B.
Ehrlich Financial Group is based out at Laguna Niguel, CA
Below you can find more details about Ehrlich Financial Group portfolio as well as his latest detailed transactions.
