Ehrlich Financial Group Portfolio Holdings

Ehrlich Financial Group

  • $154 Billion
  • Q2 2025

Ehrlich Financial Group has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $154 Billion distributed in 109 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 $10.7B, Ishares S&P 500 Value ETF with a value of $8.12B, Blackrock ETF Tr U S Equity Fa with a value of $7.99B, J P Morgan ETF Tr U S Quality with a value of $7B, and American Centy ETF Tr Avantis with a value of $6.17B.

Examining the 13F form we can see an increase of $17.2B in the current position value, from $137B to 154B.

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.

Portfolio value $154 Billion
ETFs: $131 Billion
Technology: $3.01 Billion
Financial Services: $2.39 Billion
Healthcare: $1.91 Billion
Consumer Cyclical: $911 Million
Communication Services: $687 Million
Industrials: $313 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48.4B
$876 Million 0.57% of portfolio
11,198
Q2 2025 Added 2.26%
$112B
$556 Million 0.36% of portfolio
2,019
Q2 2025 Reduced 3.54%
$153B
$313 Million 0.2% of portfolio
616
Q2 2025 Reduced 0.65%
$11.4B
$228 Million 0.15% of portfolio
1,396
Q3 2024 New
$175B
$231 Million 0.15% of portfolio
5,350
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $154 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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