EHRLICH FINANCIAL GROUP
EHRLICH FINANCIAL GROUP reported 119 positions worth $194.4M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: AVUS (8.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUS | SH | $16.4M | 8.42% | 127,765 | — | — | |
| ▸ 2 | CORO | SH | $10.4M | 5.34% | 283,542 | — | — | |
| ▸ 3 | VOOV | SH | $10.0M | 5.17% | 45,811 | — | — | |
| ▸ 4 | DYNF | SH | $9.2M | 4.76% | 135,972 | — | — | |
| ▸ 5 | VOOG | SH | $8.7M | 4.49% | 105,549 | — | — | |
| ▸ 6 | SHLD | SH | $6.1M | 3.13% | 101,933 | — | — | |
| ▸ 7 | VIG | SH | $5.0M | 2.57% | 21,158 | — | — | |
| ▸ 8 | IVW | SH | $4.8M | 2.49% | 35,256 | — | — | |
| ▸ 9 | SHV | SH | $4.7M | 2.43% | 42,892 | — | — | |
| ▸ 10 | THRO | SH | $4.6M | 2.37% | 106,706 | — | — |
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Frequently Asked Questions
What stocks does EHRLICH FINANCIAL GROUP hold as of Q2 2026?
EHRLICH FINANCIAL GROUP reported 119 positions worth $194.4M in its Q2 2026 13F filing. Largest positions: AVUS (8.4%), CORO (5.3%), VOOV (5.2%), DYNF (4.8%) and VOOG (4.5%).
What did EHRLICH FINANCIAL GROUP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did EHRLICH FINANCIAL GROUP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.