Ehrlich Financial Group Portfolio Holdings

Ehrlich Financial Group

  • $168 Billion
  • Q3 2025

Ehrlich Financial Group has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $168 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 $11.9B, Blackrock ETF Tr U S Equity Fa with a value of $9.1B, Ishares S&P 500 Value ETF with a value of $8.91B, J P Morgan ETF Tr U S Quality with a value of $7.49B, and American Centy ETF Tr Avantis with a value of $6.8B.

Examining the 13F form we can see an increase of $14.1B in the current position value, from $154B to 168B.

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 $168 Billion
ETFs: $141 Billion
Technology: $3.59 Billion
Financial Services: $2.51 Billion
Healthcare: $1.69 Billion
Communication Services: $856 Million
Consumer Cyclical: $753 Million
Industrials: $278 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44.9B
$875 Million 0.52% of portfolio
11,255
Q3 2025 Added 0.51%
$143B
$543 Million 0.32% of portfolio
1,645
Q3 2025 Reduced 18.52%
$138B
$278 Million 0.17% of portfolio
609
Q3 2025 Reduced 1.14%
$12.5B
$273 Million 0.16% of portfolio
1,396
Q3 2024 New
$170B
$235 Million 0.14% of portfolio
5,352
Q3 2025 Added 0.04%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $168 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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